Smartleaf Asset Management
RMR icon

Smartleaf Asset Management’s The RMR Group RMR Stock Holding History

Smartleaf Asset 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
Q3 		$531 Buy
+29
New +$568 ﹤0.01% 3324
2024
Q4 		– Sell
-48
Closed -$1.19K – 3003
2024
Q3 		$1.19K Hold
48
– – ﹤0.01% 2617
2024
Q2 		$1.09K Buy
+48
New +$1.12K ﹤0.01% 2397

Other funds holding RMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Lincluden Management
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 21.21% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $303M AUM 33.28% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Aviance Capital Partners
Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Pavaki Capital Management
Pavaki Capital Management Pueblo, Colorado $294M AUM 34.46% 1-Year Est. Return

Smartleaf Asset Management's RMR Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in The RMR Group (RMR) in Q3 2026: 29 shares worth $531. The stake represents ﹤0.01% of the portfolio and ranks #3324 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in RMR as recently as Q3 2024.

Smartleaf Asset Management first reported a position in RMR in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.19K in Q3 2024. 89 funds tracked by Wall St. Rank hold RMR as of Q3 2026.

  • Smartleaf Asset Management held 29 shares of The RMR Group worth $531 as of Q3 2026.
  • The RMR Group was a new Smartleaf Asset Management position in Q3 2026.
  • The RMR Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #3324 holding.
  • Smartleaf Asset Management first reported a position in The RMR Group in Q2 2024 and has held it in 3 quarters since.
  • Smartleaf Asset Management's The RMR Group position peaked at $1.19K in Q3 2024.
  • 89 funds tracked by Wall St. Rank held The RMR Group as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.