WT
RMR icon

Whittier Trust’s The RMR Group RMR Stock Holding History

Whittier Trust’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 		$64 Hold
4
– – ﹤0.01% 1340
2025
Q4 		$63 Buy
+4
New +$61 ﹤0.01% 1350
2023
Q2 		– Sell
-1
Closed -$26 – 1605
2023
Q1 		$26 Hold
1
– – ﹤0.01% 1599
2022
Q4 		$28 Hold
1
– – ﹤0.01% 1617
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1744
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1755
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1742
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1600
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1562
2021
Q2 		$0 Sell
1
-33
-97% -$1.31K ﹤0.01% 1553
2021
Q1 		$1K Buy
34
+33
+3,300% +$1.3K ﹤0.01% 1490
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1480
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1496
2020
Q2 		$0 Hold
1
– – ﹤0.01% 1491
2020
Q1 		$0 Hold
1
– – ﹤0.01% 1570
2019
Q4 		$0 Hold
1
– – ﹤0.01% 1593
2019
Q3 		$0 Buy
+1
New +$47 ﹤0.01% 1586
2016
Q1 		– Sell
-4
Closed – – 1215
2015
Q4 		$0 Buy
+4
New +$56 ﹤0.01% 1223

Other funds holding RMR

BlackRock
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return