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The RMR Group

166 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, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 168166 (-2)

59% less call options, than puts

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

Holders
166
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
$367K
Puts
$905K
Net Calls
Net Calls Change

Top Sellers

1 -$6.58M
2 -$1.14M
3 -$1.03M
4
Millennium Management
Millennium Management
New York
-$872K
5
Ameriprise
Ameriprise
Minnesota
-$854K
Name Holding Trade Value Shares
Change
Change in
Stake
TF
126
Tompkins Financial
New York
$758
RF
127
Rossby Financial
Florida
$651
RFP
128
Root Financial Partners
California
$619
PFBT
129
Parkside Financial Bank & Trust
Missouri
$542
FFO
130
Fortitude Family Office
Arizona
$541
IAIM
131
International Assets Investment Management
Florida
$465
SIC
132
Salem Investment Counselors
North Carolina
$390
TWD
133
True Wealth Design
Ohio
$294
AAM
134
Advisors Asset Management
Colorado
$278
ASN
135
Advisory Services Network
Georgia
$278
AFC
136
Ares Financial Consulting
California
$248
AF
137
Advisornet Financial
Minnesota
$206
SS
138
Sunbelt Securities
Texas
$197
HI
139
Harbour Investments
Wisconsin
$170
TWC
140
TD Waterhouse Canada
Ontario, Canada
$170
HPC
141
HM Payson & Co
Maine
$155
VR
142
Vision Retirement
New Jersey
$148
CT
143
Colonial Trust
South Carolina
$139
GSWM
144
Golden State Wealth Management
California
$124
NSIM
145
North Star Investment Management
Illinois
$124
GG
146
Gleason Group
Kentucky
$124
BWAM
147
Boyd Watterson Asset Management
Ohio
$93
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$93
PTC
149
Private Trust Company
Ohio
$77
SPIA
150
Steward Partners Investment Advisory
New York
$77