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Rothschild Investment LLC’s The RMR Group RMR Stock Holding History

Rothschild Investment LLC’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 		$2.75K Buy
134
+63
+89% +$1.19K ﹤0.01% 2620
2026
Q1 		$1.1K Buy
71
+18
+34% +$292 ﹤0.01% 2825
2025
Q4 		$790 Sell
53
-24
-31% -$365 ﹤0.01% 2758
2025
Q3 		$1.21K Hold
77
– – ﹤0.01% 2504
2025
Q2 		$1.26K Buy
77
+30
+64% +$460 ﹤0.01% 2338
2025
Q1 		$783 Buy
47
+35
+292% +$644 ﹤0.01% 2471
2024
Q4 		$248 Sell
12
-5
-29% -$116 ﹤0.01% 2744
2024
Q3 		$431 Buy
17
+10
+143% +$247 ﹤0.01% 2500
2024
Q2 		$158 Buy
7
+5
+250% +$117 ﹤0.01% 2557
2024
Q1 		$48 Hold
2
– – ﹤0.01% 2248
2023
Q4 		$56 Buy
+2
New +$49 ﹤0.01% 1314

Other funds holding RMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Rothschild Investment LLC's RMR Position: Q2 2026 in Review

Rothschild Investment LLC increased its The RMR Group (RMR) stake by 89% in Q2 2026, buying an estimated $1.19K and bringing the position to 134 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Rothschild Investment LLC first reported a position in RMR in Q4 2023 and has held it in 11 quarters since. 71 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Rothschild Investment LLC held 134 shares of The RMR Group worth $2.75K as of Q2 2026.
  • Rothschild Investment LLC bought 63 The RMR Group shares in Q2 2026, an estimated $1.19K.
  • The RMR Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2620 holding.
  • Rothschild Investment LLC first reported a position in The RMR Group in Q4 2023 and has held it in 11 quarters since.
  • 71 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.