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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 %
NSIM
151
North Star Investment Management
Illinois
$131
GSWM
152
Golden State Wealth Management
California
$131
BWAM
153
Boyd Watterson Asset Management
Ohio
$114
PTC
154
Private Trust Company
Ohio
$82 -$164 -10 -67%
SPIA
155
Steward Partners Investment Advisory
New York
$82
AFG
156
Albion Financial Group
Utah
$66
WWM
157
Wolff Wiese Magana
California
$66
SIS
158
Sound Income Strategies
Florida
$65 -$33 -2 -33%
AssetMark Inc
159
AssetMark Inc
California
$65
SWA
160
SOA Wealth Advisors
New York
$65
CA
161
CoreCap Advisors
Michigan
$65
Jones Financial Companies
162
Jones Financial Companies
Missouri
$50 +$50 +3 New
CFD
163
Creative Financial Designs
Indiana
$49
TC
164
Truvestments Capital
Florida
$49
SWP
165
Strategic Wealth Partners
Ohio
$39 +$39 +2 New
CTA
166
Colonial Trust Advisors
South Carolina
$33 -$17 -1 -33%
VFM
167
Vision Financial Markets
Connecticut
$33
GEA
168
Glen Eagle Advisors
New Jersey
$33
AWM
169
AllSquare Wealth Management
New York
$33
FCMT
170
Founders Capital Management (Texas)
Texas
$33
CA
171
Clearstead Advisors
Ohio
$33 +$33 +2 New
PWMG
172
Prestige Wealth Management Group
New Jersey
$17
PA
173
Pineridge Advisors
Missouri
$16
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$16
EAM
175
Eukles Asset Management
Ohio
$16