Vanguard Personalized Indexing Management’s The RMR Group RMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-11,252
Closed -$177K 2049
2025
Q3
$177K Buy
11,252
+1,212
+12% +$20.3K ﹤0.01% 1731
2025
Q2
$164K Buy
+10,040
New +$154K ﹤0.01% 1666

Other funds holding RMR

Vanguard Personalized Indexing Management's RMR Position: Q4 2025 in Review

Vanguard Personalized Indexing Management sold out of The RMR Group (RMR) in Q4 2025, closing a stake of 11,252 shares — an estimated $177K sold.

Vanguard Personalized Indexing Management first reported a position in RMR in Q2 2025 and held it in 2 quarters. The position peaked at $177K in Q3 2025. 168 funds tracked by Wall St. Rank hold RMR as of Q4 2025.

  • Vanguard Personalized Indexing Management reported no remaining The RMR Group position as of Q4 2025 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 11,252 The RMR Group shares in Q4 2025, an estimated $177K.
  • Vanguard Personalized Indexing Management first reported a position in The RMR Group in Q2 2025 and held it in 2 quarters.
  • Vanguard Personalized Indexing Management's The RMR Group position peaked at $177K in Q3 2025.
  • 168 funds tracked by Wall St. Rank held The RMR Group as of Q4 2025.

Based on Vanguard Personalized Indexing Management's 13F filing for Q4 2025, filed 13 Feb 2026.