Principal Financial Group
RMR icon

Principal Financial Group’s The RMR Group RMR Stock Holding History

Principal Financial Group’s Portfolio RMR Stock Details RMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$909K Buy
44,263
+3,123
+8% +$59.1K ﹤0.01% 1953
2026
Q1 		$636K Buy
+41,140
New +$668K ﹤0.01% 2005
2022
Q3 		– Sell
-10,549
Closed -$299K – 2558
2022
Q2 		$299K Buy
10,549
+2,592
+33% +$74.7K ﹤0.01% 2181
2022
Q1 		$247K Sell
7,957
-4,023
-34% -$126K ﹤0.01% 2289
2021
Q4 		$415K Sell
11,980
-5,383
-31% -$186K ﹤0.01% 2168
2021
Q3 		$581K Buy
17,363
+2,391
+16% +$91K ﹤0.01% 2137
2021
Q2 		$579K Sell
14,972
-1,522
-9% -$60.6K ﹤0.01% 2178
2021
Q1 		$673K Buy
16,494
+1,252
+8% +$49.4K ﹤0.01% 2077
2020
Q4 		$589K Sell
15,242
-9,174
-38% -$302K ﹤0.01% 2077
2020
Q3 		$671K Buy
24,416
+11,502
+89% +$333K ﹤0.01% 1953
2020
Q2 		$381K Sell
12,914
-2,337
-15% -$67.7K ﹤0.01% 2037
2020
Q1 		$411K Buy
15,251
+64
+0.4% +$2.48K ﹤0.01% 1900
2019
Q4 		$693K Buy
+15,187
New +$705K ﹤0.01% 1883
2019
Q2 		– Sell
-3,619
Closed -$221K – 2266
2019
Q1 		$221K Buy
+3,619
New +$238K ﹤0.01% 2103
2018
Q4 		– Sell
-2,971
Closed -$276K – 2297
2018
Q3 		$276K Buy
2,971
+42
+1% +$3.69K ﹤0.01% 2091
2018
Q2 		$230K Sell
2,929
-203
-6% -$15.6K ﹤0.01% 2131
2018
Q1 		$219K Buy
+3,132
New +$202K ﹤0.01% 2088
2017
Q4 		– Sell
-4,343
Closed -$223K – 2265
2017
Q3 		$223K Hold
4,343
– – ﹤0.01% 2091
2017
Q2 		$211K Buy
+4,343
New +$219K ﹤0.01% 2125

Other funds holding RMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Principal Financial Group's RMR Position: Q2 2026 in Review

Principal Financial Group increased its The RMR Group (RMR) stake by 7.6% in Q2 2026, buying an estimated $59.1K and bringing the position to 44,263 shares worth $909K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

Principal Financial Group first reported a position in RMR in Q2 2017 and has held it in 19 quarters since. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Principal Financial Group held 44,263 shares of The RMR Group worth $909K as of Q2 2026.
  • Principal Financial Group bought 3,123 The RMR Group shares in Q2 2026, an estimated $59.1K.
  • The RMR Group made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1953 holding.
  • Principal Financial Group first reported a position in The RMR Group in Q2 2017 and has held it in 19 quarters since.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.