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Steward Partners Investment Advisory’s The RMR Group RMR Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$77 Hold
5
– – ﹤0.01% 4352
2025
Q4 		$75 Hold
5
– – ﹤0.01% 4234
2025
Q3 		$79 Hold
5
– – ﹤0.01% 4200
2025
Q2 		$82 Hold
5
– – ﹤0.01% 4047
2025
Q1 		$83 Hold
5
– – ﹤0.01% 3949
2024
Q4 		$103 Hold
5
– – ﹤0.01% 3921
2024
Q3 		$127 Hold
5
– – ﹤0.01% 3666
2024
Q2 		$113 Hold
5
– – ﹤0.01% 3553
2024
Q1 		$120 Hold
5
– – ﹤0.01% 3498
2023
Q4 		$141 Sell
5
-8
-62% -$195 ﹤0.01% 3429
2023
Q3 		$319 Hold
13
– – ﹤0.01% 3275
2023
Q2 		$301 Buy
13
+8
+160% +$187 ﹤0.01% 3218
2023
Q1 		$131 Hold
5
– – ﹤0.01% 3249
2022
Q4 		$141 Sell
5
-6
-55% -$163 ﹤0.01% 3277
2022
Q3 		$0 Hold
11
– – ﹤0.01% 3362
2022
Q2 		$0 Hold
11
– – ﹤0.01% 3351
2022
Q1 		$0 Hold
11
– – ﹤0.01% 3360
2021
Q4 		$0 Hold
11
– – ﹤0.01% 3301
2021
Q3 		$0 Hold
11
– – ﹤0.01% 3301
2021
Q2 		$0 Sell
11
-6
-35% -$239 ﹤0.01% 7347
2021
Q1 		$694 Sell
17
-2
-11% -$79 ﹤0.01% 3334
2020
Q4 		$1K Hold
19
– – ﹤0.01% 2806
2020
Q3 		$1K Hold
19
– – ﹤0.01% 2683
2020
Q2 		$1K Hold
19
– – ﹤0.01% 2605
2020
Q1 		$0 Sell
19
-8
-30% -$310 ﹤0.01% 2670
2019
Q4 		$1K Buy
27
+8
+42% +$371 ﹤0.01% 2536
2019
Q3 		$0 Hold
19
– – ﹤0.01% 2743
2019
Q2 		$0 Buy
+19
New +$1.02K ﹤0.01% 2679
2018
Q4 		– Sell
-29
Closed -$3K – 1860
2018
Q3 		$3K Buy
29
+11
+61% +$967 ﹤0.01% 2295
2018
Q2 		$1K Buy
18
+5
+38% +$385 ﹤0.01% 2382
2018
Q1 		$0 Hold
13
– – ﹤0.01% 2310
2017
Q4 		$0 Buy
13
+11
+550% +$619 ﹤0.01% 1936
2017
Q3 		$0 Hold
2
– – ﹤0.01% 1746
2017
Q2 		$0 Hold
2
– – ﹤0.01% 1685
2017
Q1 		$0 Hold
2
– – ﹤0.01% 1555
2016
Q4 		$0 Buy
+2
New +$78 ﹤0.01% 889

Other funds holding RMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
FFL
Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Steward Partners Investment Advisory's RMR Position: Q1 2026 in Review

Steward Partners Investment Advisory held its The RMR Group (RMR) position steady in Q1 2026 at 5 shares worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #4352.

Steward Partners Investment Advisory first reported a position in RMR in Q4 2016 and has held it in 36 quarters since. The position peaked at $3K in Q3 2018. 167 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

  • Steward Partners Investment Advisory held 5 shares of The RMR Group worth $77 as of Q1 2026.
  • Steward Partners Investment Advisory left its The RMR Group share count unchanged in Q1 2026.
  • The RMR Group made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #4352 holding.
  • Steward Partners Investment Advisory first reported a position in The RMR Group in Q4 2016 and has held it in 36 quarters since.
  • Steward Partners Investment Advisory's The RMR Group position peaked at $3K in Q3 2018.
  • 167 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.