Vision Retirement’s The RMR Group RMR Stock Holding History

Vision Retirement’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 Q2	$200	Hold	10	–	–	﹤0.01%	611
2026 Q1	$148	Buy	10 +1	+11%	+$16	﹤0.01%	640
2025 Q4	$139	Buy	+9	New	+$137	﹤0.01%	591

Other funds holding RMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $3B AUM 119.43% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFL

Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vision Retirement's RMR Position: Q2 2026 in Review

Vision Retirement held its The RMR Group (RMR) position steady in Q2 2026 at 10 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Vision Retirement first reported a position in RMR in Q4 2025 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold RMR as of Q2 2026.

Vision Retirement held 10 shares of The RMR Group worth $200 as of Q2 2026.
Vision Retirement left its The RMR Group share count unchanged in Q2 2026.
The RMR Group made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #611 holding.
Vision Retirement first reported a position in The RMR Group in Q4 2025 and has held it in 3 quarters since.
155 funds tracked by Wall St. Rank held The RMR Group as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.