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. 170 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.
  • 170 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.