SVB Wealth’s The RMR Group RMR Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-1	Closed	-$17	–	1380
2025 Q1	$17	Buy	+1	New	+$18	﹤0.01%	1513

Other funds holding RMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

SVB Wealth's RMR Position: Q2 2025 in Review

SVB Wealth sold out of The RMR Group (RMR) in Q2 2025, closing a stake of 1 share — an estimated $17 sold.

SVB Wealth first reported a position in RMR in Q1 2025 and held it in 1 quarter. The position peaked at $17 in Q1 2025. 179 funds tracked by Wall St. Rank hold RMR as of Q2 2025.

SVB Wealth reported no remaining The RMR Group position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 1 The RMR Group share in Q2 2025, an estimated $17.
SVB Wealth first reported a position in The RMR Group in Q1 2025 and held it in 1 quarter.
SVB Wealth's The RMR Group position peaked at $17 in Q1 2025.
179 funds tracked by Wall St. Rank held The RMR Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.