Private Wealth Management Group’s The RMR Group RMR Stock Holding History

Private Wealth Management 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	$2.32K	Hold	113	–	–	﹤0.01%	1108
2026 Q1	$1.75K	Hold	113	–	–	﹤0.01%	1126
2025 Q4	$1.68K	Hold	113	–	–	﹤0.01%	1142
2025 Q3	$1.78K	Hold	113	–	–	﹤0.01%	1147
2025 Q2	$1.85K	Buy	113 +36	+47%	+$552	﹤0.01%	1107
2025 Q1	$1.28K	Buy	+77	New	+$1.42K	﹤0.01%	1200
2024 Q4	–	Sell	-73	Closed	-$1.85K	–	1555
2024 Q3	$1.85K	Hold	73	–	–	﹤0.01%	1094
2024 Q2	$1.65K	Hold	73	–	–	﹤0.01%	1124
2024 Q1	$1.75K	Buy	+73	New	+$1.83K	﹤0.01%	1036

Other funds holding RMR

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 Malvern, Pennsylvania $2.22T AUM

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Private Wealth Management Group's RMR Position: Q2 2026 in Review

Private Wealth Management Group held its The RMR Group (RMR) position steady in Q2 2026 at 113 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Private Wealth Management Group first reported a position in RMR in Q1 2024 and has held it in 9 quarters since. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

Private Wealth Management Group held 113 shares of The RMR Group worth $2.32K as of Q2 2026.
Private Wealth Management Group left its The RMR Group share count unchanged in Q2 2026.
The RMR Group made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1108 holding.
Private Wealth Management Group first reported a position in The RMR Group in Q1 2024 and has held it in 9 quarters since.
164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.