Institutional Ownership Rmr Group Inc. (RMR)
This table provides information about the institutional ownership of Rmr Group Inc. (RMR). We have compiled data on the 196 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $186 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
150
shares
|
$2,344
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
113
shares
|
$1,766
0.0% of portfolio
|
Q1 2025
Reduced 52.52%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
113
shares
|
$1,766
0.0% of portfolio
|
Q2 2025
Added 46.75%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
110
shares
|
$1,719
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
106
shares
|
$1,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
101
shares
|
$1,578
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
97
shares
|
$1,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
95
shares
|
$1,484
0.0% of portfolio
|
Q2 2025
Reduced 81.48%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
93
shares
|
$1,453
0.0% of portfolio
|
Q2 2025
Added 32.86%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
84
shares
|
$1,312
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
79
shares
|
$1,234
0.0% of portfolio
|
Q2 2025
Added 16.18%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
77
shares
|
$1,203
0.0% of portfolio
|
Q2 2025
Added 63.83%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
66
shares
|
$1,031
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
63
shares
|
$984
0.0% of portfolio
|
Q3 2020
Added 950.0%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
49
shares
|
$765
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
49
shares
|
$765
0.0% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
43
shares
|
$672
0.0% of portfolio
|
Q2 2020
Reduced 5.92%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
42
shares
|
$656
0.0% of portfolio
|
Q2 2025
Reduced 31.15%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
35
shares
|
$547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
35
shares
|
$547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
31
shares
|
$484
0.0% of portfolio
|
Q1 2025
Reduced 41.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
30
shares
|
$468
0.0% of portfolio
|
Q1 2023
Reduced 83.33%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
28
shares
|
$437
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
25
shares
|
$390
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
25
shares
|
$390
0.0% of portfolio
|
Q1 2025
Reduced 59.02%
|