Truvestments Capital’s The RMR Group RMR Stock Holding History

Truvestments Capital’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	$1.51M	Buy	97,700 +97,697	+3,256,567%	+$1.59M	0.27%	106
2025 Q4	$45	Hold	3	–	–	﹤0.01%	1002
2025 Q3	$47	Hold	3	–	–	﹤0.01%	1009
2025 Q2	$49	Hold	3	–	–	﹤0.01%	939
2025 Q1	$50	Hold	3	–	–	﹤0.01%	1009
2024 Q4	$62	Hold	3	–	–	﹤0.01%	995
2024 Q3	$76	Buy	+3	New	+$74	﹤0.01%	913
2024 Q2	–	Sell	-3	Closed	-$72	–	588
2024 Q1	$72	Sell	3 -46	-94%	-$1.15K	﹤0.01%	714
2023 Q4	$1.38K	Buy	49 +46	+1,533%	+$1.12K	﹤0.01%	695
2023 Q3	$74	Hold	3	–	–	﹤0.01%	674
2023 Q2	$70	Hold	3	–	–	﹤0.01%	684
2023 Q1	$79	Hold	3	–	–	﹤0.01%	661
2022 Q4	$85	Hold	3	–	–	﹤0.01%	905
2022 Q3	$0	Hold	3	–	–	﹤0.01%	653
2022 Q2	$0	Buy	+3	New	+$86	﹤0.01%	653
2022 Q1	–	Sell	-3	Closed	–	–	461
2021 Q4	$0	Hold	3	–	–	﹤0.01%	648
2021 Q3	$0	Hold	3	–	–	﹤0.01%	644
2021 Q2	$0	Sell	3 -3	-50%	-$120	﹤0.01%	680
2021 Q1	$0	Buy	6 +1	+20%	+$39	﹤0.01%	680
2020 Q4	$0	Hold	5	–	–	﹤0.01%	614
2020 Q3	$0	Hold	5	–	–	﹤0.01%	493
2020 Q2	$0	Hold	5	–	–	﹤0.01%	612
2020 Q1	$0	Buy	+5	New	+$194	﹤0.01%	541
2019 Q4	–	Sell	-59	Closed	-$3K	–	480
2019 Q3	$3K	Hold	59	–	–	﹤0.01%	641
2019 Q2	$3K	Hold	59	–	–	﹤0.01%	672
2019 Q1	$4K	Buy	+59	New	+$3.89K	﹤0.01%	629
2018 Q3	$24K	Buy	+257	New	+$22.6K	0.01%	485

Other funds holding RMR

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

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

Truvestments Capital's RMR Position: Q1 2026 in Review

Truvestments Capital increased its The RMR Group (RMR) stake by 3,256,567% in Q1 2026, buying an estimated $1.59M and bringing the position to 97,700 shares worth $1.51M. The position accounts for 0.27% of the portfolio, ranked #106.

Truvestments Capital first reported a position in RMR in Q3 2018 and has held it in 27 quarters since. 167 funds tracked by Wall St. Rank hold RMR as of Q1 2026.

Truvestments Capital held 97,700 shares of The RMR Group worth $1.51M as of Q1 2026.
Truvestments Capital bought 97,697 The RMR Group shares in Q1 2026, an estimated $1.59M.
The RMR Group made up 0.27% of Truvestments Capital's portfolio in Q1 2026, its #106 holding.
Truvestments Capital first reported a position in The RMR Group in Q3 2018 and has held it in 27 quarters since.
167 funds tracked by Wall St. Rank held The RMR Group as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.