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

Ritholtz Wealth Management’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	$1.22M	Buy	59,414 +37,112	+166%	+$702K	0.02%	559
2026 Q1	$345K	Buy	22,302 +11,763	+112%	+$191K	0.01%	920
2025 Q4	$157K	Sell	10,539 -3,933	-27%	-$59.9K	﹤0.01%	1075
2025 Q3	$228K	Buy	+14,472	New	+$242K	﹤0.01%	933
2024 Q1	–	Sell	-12,575	Closed	-$355K	–	822
2023 Q4	$355K	Buy	12,575 +294	+2%	+$7.18K	0.01%	562
2023 Q3	$301K	Sell	12,281 -3,073	-20%	-$74.1K	0.01%	546
2023 Q2	$356K	Sell	15,354 -2,440	-14%	-$57K	0.02%	503
2023 Q1	$467K	Buy	+17,794	New	+$499K	0.02%	424

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

Ritholtz Wealth Management's RMR Position: Q2 2026 in Review

Ritholtz Wealth Management increased its The RMR Group (RMR) stake by 166% in Q2 2026, buying an estimated $702K and bringing the position to 59,414 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #559.

Ritholtz Wealth Management first reported a position in RMR in Q1 2023 and has held it in 8 quarters since. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

Ritholtz Wealth Management held 59,414 shares of The RMR Group worth $1.22M as of Q2 2026.
Ritholtz Wealth Management bought 37,112 The RMR Group shares in Q2 2026, an estimated $702K.
The RMR Group made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #559 holding.
Ritholtz Wealth Management first reported a position in The RMR Group in Q1 2023 and has held it in 8 quarters since.
164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.