Stifel Financial
RMR icon

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
Q2 		$1.96M Sell
95,395
-8,036
-8% -$152K ﹤0.01% 2105
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 $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Stifel Financial's RMR Position: Q2 2026 in Review

Stifel Financial reduced its The RMR Group (RMR) stake by 7.8% in Q2 2026, selling an estimated $152K and leaving 95,395 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Stifel Financial first reported a position in RMR in Q1 2022 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Stifel Financial held 95,395 shares of The RMR Group worth $1.96M as of Q2 2026.
  • Stifel Financial sold 8,036 The RMR Group shares in Q2 2026, an estimated $152K.
  • The RMR Group made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2105 holding.
  • Stifel Financial first reported a position in The RMR Group in Q1 2022 and has held it in 18 quarters since.
  • 165 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.