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The RMR Group

176 hedge funds and large institutions have $180M invested in The RMR Group in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.03M
Puts
$237K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
151
Colonial Trust
South Carolina
$142
GRP
152
Global Retirement Partners
California
$128
NSIM
153
North Star Investment Management
Illinois
$126
GSWM
154
Golden State Wealth Management
California
$126
BCWM
155
Bartlett & Co Wealth Management
Ohio
$126
BWAM
156
Boyd Watterson Asset Management
Ohio
$94
SPIA
157
Steward Partners Investment Advisory
New York
$79
PTC
158
Private Trust Company
Ohio
$79
AssetMark Inc
159
AssetMark Inc
California
$63
WWM
160
Wolff Wiese Magana
California
$63
AFG
161
Albion Financial Group
Utah
$63
CA
162
CoreCap Advisors
Michigan
$63
SIS
163
Sound Income Strategies
Florida
$59
Jones Financial Companies
164
Jones Financial Companies
Missouri
$48
TC
165
Truvestments Capital
Florida
$47
SWP
166
Strategic Wealth Partners
Ohio
$37
VFM
167
Vision Financial Markets
Connecticut
$32
AWM
168
AllSquare Wealth Management
New York
$31
CTA
169
Colonial Trust Advisors
South Carolina
$31
GEA
170
Glen Eagle Advisors
New Jersey
$31
FCMT
171
Founders Capital Management (Texas)
Texas
$31
FGA
172
Fortis Group Advisors
New Jersey
$16
National Bank of Canada
173
National Bank of Canada
Quebec, Canada
$16
PA
174
Pineridge Advisors
Missouri
$16
EAM
175
Eukles Asset Management
Ohio
$16