Stifel Financial
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Stifel Financial’s The RMR Group RMR Stock Holding History

Stifel Financial’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 		$1.6M Buy
103,431
+10,449
+11% +$170K ﹤0.01% 2121
2025
Q4 		$1.39M Buy
92,982
+2,551
+3% +$38.8K ﹤0.01% 2224
2025
Q3 		$1.42M Sell
90,431
-3,461
-4% -$57.8K ﹤0.01% 2157
2025
Q2 		$1.54M Buy
93,892
+5,645
+6% +$86.5K ﹤0.01% 2033
2025
Q1 		$1.47M Buy
88,247
+22,063
+33% +$406K ﹤0.01% 1977
2024
Q4 		$1.37M Buy
66,184
+771
+1% +$17.9K ﹤0.01% 2051
2024
Q3 		$1.66M Buy
65,413
+38
+0.1% +$938 ﹤0.01% 1893
2024
Q2 		$1.48M Buy
65,375
+448
+0.7% +$10.5K ﹤0.01% 1933
2024
Q1 		$1.56M Buy
64,927
+1,430
+2% +$35.8K ﹤0.01% 1901
2023
Q4 		$1.79M Buy
63,497
+137
+0.2% +$3.35K ﹤0.01% 1747
2023
Q3 		$1.55M Sell
63,360
-371
-0.6% -$8.94K ﹤0.01% 1761
2023
Q2 		$1.48M Buy
63,731
+27,673
+77% +$646K ﹤0.01% 1820
2023
Q1 		$946K Buy
36,058
+1,821
+5% +$51K ﹤0.01% 2097
2022
Q4 		$967K Buy
34,237
+22,503
+192% +$612K ﹤0.01% 2026
2022
Q3 		$277K Buy
11,734
+1,340
+13% +$36.5K ﹤0.01% 2762
2022
Q2 		$295K Buy
10,394
+3,670
+55% +$106K ﹤0.01% 2764
2022
Q1 		$209K Buy
+6,724
New +$210K ﹤0.01% 3107

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

Stifel Financial's RMR Position: Q1 2026 in Review

Stifel Financial increased its The RMR Group (RMR) stake by 11% in Q1 2026, buying an estimated $170K and bringing the position to 103,431 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Stifel Financial first reported a position in RMR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.79M in Q4 2023. 167 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

  • Stifel Financial held 103,431 shares of The RMR Group worth $1.6M as of Q1 2026.
  • Stifel Financial bought 10,449 The RMR Group shares in Q1 2026, an estimated $170K.
  • The RMR Group made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2121 holding.
  • Stifel Financial first reported a position in The RMR Group in Q1 2022 and has held it in 17 quarters since.
  • Stifel Financial's The RMR Group position peaked at $1.79M in Q4 2023.
  • 167 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.