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The RMR Group

175 hedge funds and large institutions have $180M invested in The RMR Group in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

2.05% less ownership

Funds ownership: 74.23%72.18% (-2.1%)

6% less capital invested

Capital invested by funds: $193M → $180M (-$12.5M)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

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