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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
BlackRock
1
BlackRock
New York
$20.9M -$1.14M -70,532 -5%
NCM
2
Nantahala Capital Management
Connecticut
$17.8M
Bank of America
3
Bank of America
North Carolina
$14.6M +$6.6M +406,888 +76%
Morgan Stanley
4
Morgan Stanley
New York
$14.5M +$328K +20,190 +2%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$13.3M +$14M +862,363 New
FFL
6
Flat Footed LLC
Wyoming
$12.4M +$305K +18,776 +2%
VCM
7
Vanguard Capital Management
Pennsylvania
$10.4M +$10.9M +672,078 New
Federated Hermes
8
Federated Hermes
Pennsylvania
$8.16M -$801K -49,324 -9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.24M +$162K +9,978 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.8M -$174K -10,700 -2%
State Street
11
State Street
Massachusetts
$6.2M +$161K +9,927 +3%
GAMC
12
Garner Asset Management Corp
Texas
$5.54M +$585K +36,017 +11%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$5.23M -$6.58M -405,225 -55%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$4.68M -$164K -10,099 -3%
LM
15
Lincluden Management
Ontario, Canada
$4.49M
Northern Trust
16
Northern Trust
Illinois
$2.75M +$101K +6,193 +4%
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$2.73M -$184K -11,362 -6%
Goldman Sachs
18
Goldman Sachs
New York
$2.27M +$337K +20,759 +16%
Charles Schwab
19
Charles Schwab
California
$2.08M -$56K -3,450 -3%
JFG
20
Jefferies Financial Group
New York
$1.72M +$1.07M +66,000 +147%
Stifel Financial
21
Stifel Financial
Missouri
$1.6M +$170K +10,449 +11%
VFT
22
Vanguard Fiduciary Trust
Pennsylvania
$1.57M +$1.65M +101,763 New
Marshall Wace
23
Marshall Wace
United Kingdom
$1.55M +$1.62M +100,058 New
TC
24
Truvestments Capital
Florida
$1.51M +$1.59M +97,697 +3,256,567%
ACP
25
Aviance Capital Partners
Florida
$1.39M +$431K +26,536 +42%