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Principal Securities’s The RMR Group RMR Stock Holding History

Principal Securities’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
2024
Q4 		– Sell
-31
Closed -$787 – 3614
2024
Q3 		$787 Hold
31
– – ﹤0.01% 3188
2024
Q2 		$701 Buy
+31
New +$725 ﹤0.01% 3139
2024
Q1 		– Sell
-1
Closed -$28 – 3377
2023
Q4 		$28 Buy
+1
New +$24 ﹤0.01% 3203

Other funds holding RMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's RMR Position: Q4 2024 in Review

Principal Securities sold out of The RMR Group (RMR) in Q4 2024, closing a stake of 31 shares — an estimated $787 sold.

Principal Securities first reported a position in RMR in Q4 2023 and held it in 3 quarters. The position peaked at $787 in Q3 2024. 168 funds tracked by Wall St. Rank hold RMR as of Q4 2024.

  • Principal Securities reported no remaining The RMR Group position as of Q4 2024 after selling out during the quarter.
  • Principal Securities sold 31 The RMR Group shares in Q4 2024, an estimated $787.
  • Principal Securities first reported a position in The RMR Group in Q4 2023 and held it in 3 quarters.
  • Principal Securities's The RMR Group position peaked at $787 in Q3 2024.
  • 168 funds tracked by Wall St. Rank held The RMR Group as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.