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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
SPIA
151
Steward Partners Investment Advisory
New York
$77
WT
152
Whittier Trust
California
$64
AFG
153
Albion Financial Group
Utah
$62
AssetMark Inc
154
AssetMark Inc
California
$62
CA
155
CoreCap Advisors
Michigan
$62
SIS
156
Sound Income Strategies
Florida
$62
WWM
157
Wolff Wiese Magana
California
$62
US Bancorp
158
US Bancorp
Minnesota
$46 -$828 -51 -94%
SWP
159
Strategic Wealth Partners
Ohio
$37
CTA
160
Colonial Trust Advisors
South Carolina
$31
FCMT
161
Founders Capital Management (Texas)
Texas
$31
GEA
162
Glen Eagle Advisors
New Jersey
$31
VFM
163
Vision Financial Markets
Connecticut
$31
PWMG
164
Prestige Wealth Management Group
New Jersey
$16
SIC
165
SJS Investment Consulting
Ohio
$16
EAM
166
Eukles Asset Management
Ohio
$15
FGA
167
Fortis Group Advisors
New Jersey
$15
CC
168
Commons Capital
Massachusetts
-$1.03M -69,311 Closed
Millennium Management
169
Millennium Management
New York
-$872K -58,556 Closed
Ameriprise
170
Ameriprise
Minnesota
-$854K -57,298 Closed
SSA
171
Schonfeld Strategic Advisors
New York
-$450K -30,206 Closed
Squarepoint
172
Squarepoint
New York
-$446K -29,931 Closed
Jacobs Levy Equity Management
173
Jacobs Levy Equity Management
New Jersey
-$408K -27,410 Closed
Jane Street
174
Jane Street
New York
-$359K -24,109 Closed
ETC
175
Exchange Traded Concepts
Oklahoma
-$247K -16,574 Closed