SWP
RMR icon

Strategic Wealth Partners’s The RMR Group RMR Stock Holding History

Strategic Wealth Partners’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 		$49 Hold
2
– – ﹤0.01% 1408
2026
Q1 		$37 Hold
2
– – ﹤0.01% 1429
2025
Q4 		$35 Hold
2
– – ﹤0.01% 1422
2025
Q3 		$37 Hold
2
– – ﹤0.01% 1297
2025
Q2 		$39 Buy
+2
New +$31 ﹤0.01% 1122

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

Strategic Wealth Partners's RMR Position: Q2 2026 in Review

Strategic Wealth Partners held its The RMR Group (RMR) position steady in Q2 2026 at 2 shares worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Strategic Wealth Partners first reported a position in RMR in Q2 2025 and has held it in 5 quarters since. 164 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

  • Strategic Wealth Partners held 2 shares of The RMR Group worth $49 as of Q2 2026.
  • Strategic Wealth Partners left its The RMR Group share count unchanged in Q2 2026.
  • The RMR Group made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1408 holding.
  • Strategic Wealth Partners first reported a position in The RMR Group in Q2 2025 and has held it in 5 quarters since.
  • 164 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.