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The RMR Group

165 hedge funds and large institutions have $186M invested in The RMR Group in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

6% less funds holding

Funds holding: 176165 (-11)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

43% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 63

Holders
165
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
$918K
Puts
$270K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
126
Fortitude Family Office
Arizona
$522
BFS
127
Bare Financial Services
Pennsylvania
$477
IAIM
128
International Assets Investment Management
Florida
$447
WA
129
WPG Advisers
Maryland
$373
MO
130
McMillan Office
Michigan
$358
TFA
131
Transamerica Financial Advisors
Florida
$328
EWA
132
EQ Wealth Advisors
Texas
$301
AAM
133
Advisors Asset Management
Colorado
$268
SC
134
SouthState Corp
Florida
$253
AF
135
Advisornet Financial
Minnesota
$193
SS
136
Sunbelt Securities
Texas
$186
HPC
137
HM Payson & Co
Maine
$149
CT
138
Colonial Trust
South Carolina
$134
GSWM
139
Golden State Wealth Management
California
$119
NSIM
140
North Star Investment Management
Illinois
$119
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$89
BWAM
142
Boyd Watterson Asset Management
Ohio
$89
PTC
143
Private Trust Company
Ohio
$75
SPIA
144
Steward Partners Investment Advisory
New York
$75
SIS
145
Sound Income Strategies
Florida
$66
WT
146
Whittier Trust
California
$63
WWM
147
Wolff Wiese Magana
California
$60
AFG
148
Albion Financial Group
Utah
$60
AssetMark Inc
149
AssetMark Inc
California
$60
CA
150
CoreCap Advisors
Michigan
$60