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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 $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
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 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
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

Sunbelt Securities's RMR Position: Q1 2026 in Review

Sunbelt Securities increased its The RMR Group (RMR) stake by 8.3% in Q1 2026, buying an estimated $16 and bringing the position to 13 shares worth $197. The position accounts for ﹤0.01% of the portfolio, ranked #2508.

Sunbelt Securities first reported a position in RMR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.16K in Q4 2023. 169 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

  • Sunbelt Securities held 13 shares of The RMR Group worth $197 as of Q1 2026.
  • Sunbelt Securities bought 1 The RMR Group share in Q1 2026, an estimated $16.
  • The RMR Group made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2508 holding.
  • Sunbelt Securities first reported a position in The RMR Group in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's The RMR Group position peaked at $1.16K in Q4 2023.
  • 169 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.