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Root Financial Partners’s The RMR Group RMR Stock Holding History

Root Financial Partners’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 		– Sell
-40
Closed -$619 – 2576
2026
Q1 		$619 Buy
+40
New +$649 ﹤0.01% 2795

Other funds holding RMR

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CAMG
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ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Root Financial Partners's RMR Position: Q2 2026 in Review

Root Financial Partners sold out of The RMR Group (RMR) in Q2 2026, closing a stake of 40 shares — an estimated $619 sold.

Root Financial Partners first reported a position in RMR in Q1 2026 and held it in 1 quarter. The position peaked at $619 in Q1 2026. 44 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Root Financial Partners reported no remaining The RMR Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 40 The RMR Group shares in Q2 2026, an estimated $619.
  • Root Financial Partners first reported a position in The RMR Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's The RMR Group position peaked at $619 in Q1 2026.
  • 44 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.