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The RMR Group

167 hedge funds and large institutions have $196M invested in The RMR Group in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 37

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $186M → $196M (+$9.46M)

0.97% more ownership

Funds ownership: 77.83%78.8% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 168167 (-1)

59% less call options, than puts

Call options by funds: $367K | Put options by funds: $905K

Holders
167
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.06%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
48
Reduced
37
Closed
23
Calls
$367K
Puts
$905K
Net Calls
-$538K
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
126
Tompkins Financial
New York
$758
NA
127
NewEdge Advisors
Louisiana
$714 -$5.57K -343 -88%
RF
128
Rossby Financial
Florida
$651
RFP
129
Root Financial Partners
California
$619 +$649 +40 New
PFBT
130
Parkside Financial Bank & Trust
Missouri
$542
FFO
131
Fortitude Family Office
Arizona
$541
IAIM
132
International Assets Investment Management
Florida
$465
SIC
133
Salem Investment Counselors
North Carolina
$390 +$406 +25 New
TWD
134
True Wealth Design
Ohio
$294 -$519 -32 -63%
AAM
135
Advisors Asset Management
Colorado
$278
ASN
136
Advisory Services Network
Georgia
$278 +$292 +18 New
AFC
137
Ares Financial Consulting
California
$248 +$260 +16 New
AF
138
Advisornet Financial
Minnesota
$206
SS
139
Sunbelt Securities
Texas
$197 +$16 +1 +8%
HI
140
Harbour Investments
Wisconsin
$170 +$130 +8 +267%
TWC
141
TD Waterhouse Canada
Ontario, Canada
$170 +$179 +11 New
HPC
142
HM Payson & Co
Maine
$155
VR
143
Vision Retirement
New Jersey
$148 +$16 +1 +11%
CT
144
Colonial Trust
South Carolina
$139
GSWM
145
Golden State Wealth Management
California
$124
NSIM
146
North Star Investment Management
Illinois
$124
GG
147
Gleason Group
Kentucky
$124 +$130 +8 New
BWAM
148
Boyd Watterson Asset Management
Ohio
$93
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$93
PTC
150
Private Trust Company
Ohio
$77