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Sunbelt Securities’s The RMR Group RMR Stock Holding History

Sunbelt Securities’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 		$197 Buy
13
+1
+8% +$16 ﹤0.01% 2508
2025
Q4 		$186 Hold
12
– – ﹤0.01% 2443
2025
Q3 		$192 Buy
12
+1
+9% +$17 ﹤0.01% 2420
2025
Q2 		$237 Sell
11
-1
-8% -$15 ﹤0.01% 1742
2025
Q1 		$195 Buy
12
+1
+9% +$18 ﹤0.01% 1742
2024
Q4 		$237 Hold
11
– – ﹤0.01% 1747
2024
Q3 		$287 Sell
11
-30
-73% -$740 ﹤0.01% 1772
2024
Q2 		$936 Hold
41
– – ﹤0.01% 1618
2024
Q1 		$990 Hold
41
– – ﹤0.01% 1582
2023
Q4 		$1.16K Hold
41
– – ﹤0.01% 1525
2023
Q3 		$1K Hold
41
– – ﹤0.01% 1588
2023
Q2 		$947 Hold
41
– – ﹤0.01% 1528
2023
Q1 		$1.05K Buy
+41
New +$1.15K ﹤0.01% 1486

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