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The RMR Group

179 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4.02% less ownership

Funds ownership: 77.13%73.12% (-4%)

23% less capital invested

Capital invested by funds: $252M → $193M (-$59.3M)

74% less call options, than puts

Call options by funds: $76K | Put options by funds: $287K

Holders
179
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$76K
Puts
$287K
Net Calls
Net Calls Change

Top Buyers

1 +$4.75M
2 +$2.08M
3 +$1.6M
4
Morgan Stanley
Morgan Stanley
New York
+$1.47M
5
N
Numerai
California
+$1.1M

Top Sellers

1 -$8.03M
2 -$5.98M
3 -$5.59M
4
BlackRock
BlackRock
New York
-$3.77M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$3.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$41.3K
A
102
AlphaQuest
New York
$40.1K
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$40K
Simplex Trading
104
Simplex Trading
Illinois
$37K
CCM
105
Coldstream Capital Management
Washington
$34.4K
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$34K
NA
107
NewEdge Advisors
Louisiana
$24.7K
New York State Teachers Retirement System (NYSTRS)
108
New York State Teachers Retirement System (NYSTRS)
New York
$23K
AIP
109
Ameritas Investment Partners
Nebraska
$22.7K
California State Teachers Retirement System (CalSTRS)
110
California State Teachers Retirement System (CalSTRS)
California
$18.6K
PD
111
Point72 (DIFC)
United Arab Emirates
$18K
CIBC Private Wealth Group
112
CIBC Private Wealth Group
Georgia
$13.5K
RA
113
Rise Advisors
New York
$11.4K
C
114
Covestor
United Kingdom
$10K
TRCT
115
Tower Research Capital (TRC)
New York
$9.46K
AB
116
Amalgamated Bank
New York
$9K
SS
117
SBI Securities
Japan
$8.94K
VCM
118
Versant Capital Management
Arizona
$8.54K
MCM
119
MAI Capital Management
Ohio
$7.78K
FDCDDQ
120
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.48K
Barrow, Hanley, Mewhinney & Strauss
121
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.06K
EWA
122
EverSource Wealth Advisors
Alabama
$3.83K
Comerica Bank
123
Comerica Bank
Texas
$2.95K
FHA
124
First Horizon Advisors
Tennessee
$2.5K
GI
125
GAMMA Investing
California
$2.1K