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The RMR Group

177 hedge funds and large institutions have $193M invested in The RMR Group in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-2
Holders Change %
-1.12%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
57
Reduced
48
Closed
22
Calls
$242K
Puts
$167K
Net Calls
+$75K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Shares
Change %
BLC
126
Brown, Lisle/Cummings
Rhode Island
$1.73K
AAP
127
Arax Advisory Partners
Colorado
$1.59K +$1.59K +97 New
VCM
128
Versant Capital Management
Arizona
$1.55K -$6.83K -418 -81%
TWD
129
True Wealth Design
Ohio
$1.52K +$376 +23 +33%
RIL
130
Rothschild Investment LLC
Illinois
$1.26K +$491 +30 +64%
ANBT
131
American National Bank & Trust
Texas
$1.08K +$1.08K +66 New
TFGT
132
TS Financial Group (TSFG)
Illinois
$1K +$12 +1 +1%
Canada Life
133
Canada Life
Manitoba, Canada
$1K +$139 +11 +16%
AW
134
Avion Wealth
Texas
$1K +$1K +101 New
TF
135
Tompkins Financial
New York
$801
LFG
136
Larson Financial Group
Missouri
$797 +$33 +2 +4%
RF
137
Rossby Financial
Florida
$687 -$311 -19 -31%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$573 +$573 +35 New
FFO
139
Fortitude Family Office
Arizona
$572 +$572 +35 New
T
140
Transce3nd
Texas
$507
SIC
141
Salem Investment Counselors
North Carolina
$412
WA
142
WPG Advisers
Maryland
$409
AF
143
Allworth Financial
California
$396 +$116 +7 +41%
AAM
144
Advisors Asset Management
Colorado
$343 -$16 -1 -5%
EWA
145
EQ Wealth Advisors
Texas
$329
SS
146
Sunbelt Securities
Texas
$237 -$22 -1 -8%
AF
147
Advisornet Financial
Minnesota
$201
AAS
148
Ameritas Advisory Services
Nebraska
$180 +$180 +11 New
CT
149
Colonial Trust
South Carolina
$147
GRP
150
Global Retirement Partners
California
$133 +$133 +8 New