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 |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
4
shares
|
$62
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3
shares
|
$46
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
3
shares
|
$46
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
3
shares
|
$46
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
3
shares
|
$46
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q3 2018
Reduced 95.0%
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
2
shares
|
$31
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|