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RMR Group Inc (RMR)

CUSIP: 74967R106 | NYSE | Real Estate · Real Estate Services | Micro Cap | 842 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Geode Capital Management, LLC462,502
0.0% of portfolio›$8.4M
Dimensional Fund Advisors LP331,411
0.0% of portfolio›$6.0M
Morguard Lincluden Global Investments Ltd290,000
0.0% of portfolio›$5.2K
Garner Asset Management Corp264,533
1.5% of portfolio›$4.6M
CWA Asset Management Group, LLC112,805
0.1% of portfolio›$2.0M
Aviance Capital Partners, LLC92,128
0.2% of portfolio›$1.7M
Bank of New York Mellon Corp84,967
0.0% of portfolio›$1.5M
Linden Thomas Advisory Services, LLC76,908
0.1% of portfolio›$1.4M
Pavaki Capital Management LLC55,500
0.3% of portfolio›$1.0M
Jefferies Financial Group Inc.55,200
0.0% of portfolio›$998.0K
Ritholtz Wealth Management53,867
0.0% of portfolio›$973.9K
SummerHaven Investment Management, LLC44,632
0.5% of portfolio›$806.9K
Barclays PLC41,909
0.0% of portfolio›$757.7K
Inspire Investing, LLC35,122
0.0% of portfolio›$635.0K
Creative Planning31,627
0.0% of portfolio›$571.8K
AlphaCore Capital LLC29,651
0.0% of portfolio›$536.1K
Kestra Private Wealth Services, LLC23,266
0.0% of portfolio›$420.7K
State of Wyoming14,131
0.0% of portfolio›$255.5K
Russell Investments Group, Ltd.12,930
0.0% of portfolio›$233.8K
Deutsche Bank Ag\12,627
0.0% of portfolio›$228.3K
Sterling Capital Management LLC12,490
0.0% of portfolio›$225.8K
Harbor Capital Advisors, Inc.11,695
0.0% of portfolio›$211
R Squared Ltd11,685
0.1% of portfolio›$211.3K
Citigroup Inc4,360
0.0% of portfolio›$78.8K
Strs Ohio4,200
0.0% of portfolio›$75.9K
Triumph Capital Management4,159
0.0% of portfolio›$75.2K
Signaturefd, LLC3,180
0.0% of portfolio›$57.5K
State of Alaska, Department of Revenue2,758
0.0% of portfolio›$49
Gamma Investing LLC1,270
0.0% of portfolio›$23.0K
Pinnacle Wealth Planning Services, Inc.1,260
0.0% of portfolio›$22.8K
PNC Financial Services Group, Inc.1,061
0.0% of portfolio›$19.2K
Nisa Investment Advisors, LLC891
0.0% of portfolio›$16.1K
Versant Capital Management, Inc731
0.0% of portfolio›$13.2K
Simplex Trading, LLC714
0.0% of portfolio›$12.9K
Covestor Ltd692
0.0% of portfolio›$12
SBI Securities Co., Ltd.547
0.0% of portfolio›$9.9K
Farther Finance Advisors, LLC530
0.0% of portfolio›$9.6K
Parallel Advisors, LLC444
0.0% of portfolio›$8.0K
Allworth Financial LP406
0.0% of portfolio›$8.3K
MassMutual Private Wealth & Trust, FSB304
0.0% of portfolio›$5.5K
Rossby Financial, LCC202
0.0% of portfolio›$3.7K
SJS Investment Consulting Inc.172
0.0% of portfolio›$3.1K
Fortitude Family Office, LLC163
0.0% of portfolio›$2.9K
Montgomery Financial Services LLC151
0.0% of portfolio›$2.7K
Essential Partners LLC127
0.0% of portfolio›$2.3K
Private Wealth Management Group, LLC113
0.0% of portfolio›$2.0K
EverSource Wealth Advisors, LLC109
0.0% of portfolio›$2.0K
Brown, Lisle Ings, Inc.106
0.0% of portfolio›$1.9K
Fifth Third Bancorp100
0.0% of portfolio›$1.8K
Pension & Wealth Management Advisors, Inc.85
0.0% of portfolio›$1.5K
Avion Wealth67
0.0% of portfolio›$1
Tsfg, LLC64
0.0% of portfolio›$1
IFP Advisors, Inc60
0.0% of portfolio›$1.1K
Root Financial Partners, LLC56
0.0% of portfolio›$1.0K
Larson Financial Group LLC55
0.0% of portfolio›$1.0K
Tompkins Financial Corp49
0.0% of portfolio›$886
Parkside Financial Bank & Trust35
0.0% of portfolio›$635
True Wealth Design, LLC19
0.0% of portfolio›$344
TD Waterhouse Canada Inc.11
0.0% of portfolio›$198
North Star Investment Management Corp.8
0.0% of portfolio›$145
Golden State Wealth Management, LLC8
0.0% of portfolio›$145
Compass Financial Management LLC8
0.0% of portfolio›$144
Boyd Watterson Asset Management LLC6
0.0% of portfolio›$108
Private Trust Co NA5
0.0% of portfolio›$90
US Bancorp \de\4
0.0% of portfolio›$72
CoreCap Advisors, LLC4
0.0% of portfolio›$72
Assetmark, Inc4
0.0% of portfolio›$72
Wolff Wiese Magana LLC4
0.0% of portfolio›$73
Albion Financial Group4
0.0% of portfolio›$73
Caitong International Asset Management Co., Ltd2
0.0% of portfolio›$36
Fortis Group Advisors, LLC1
0.0% of portfolio›$18
Eukles Asset Management1
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Geode Capital Management, LLC
462,502$8.4M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
331,411$6.0M0.0%IndexLowAustin, TX2026-11-04
Morguard Lincluden Global Investments Ltd
290,000$5.2K0.0%Deep ValueLowMississauga, Australia2026-10-28
Garner Asset Management Corp
264,533$4.6M1.5%CoreLowPlano, TX2026-10-30
CWA Asset Management Group, LLC
112,805$2.0M0.1%CoreMediumNaples, FL2026-10-19
Aviance Capital Partners, LLC
92,128$1.7M0.2%CoreLowNaples, FL2026-10-29
Bank of New York Mellon Corp
84,967$1.5M0.0%CoreLowNew York, NY2026-11-05
Linden Thomas Advisory Services, LLC
76,908$1.4M0.1%CoreLowCharlotte, NC2026-10-19
Pavaki Capital Management LLC
55,500$1.0M0.3%GARPMediumPueblo, CO2026-10-26
Jefferies Financial Group Inc.
55,200$998.0K0.0%CoreVery HighNew York, NY2026-11-05
Ritholtz Wealth Management
53,867$973.9K0.0%IndexLowNew York, NY2026-11-05
SummerHaven Investment Management, LLC
44,632$806.9K0.5%Deep ValueHighStamford, CT2026-10-19
Barclays PLC
41,909$757.7K0.0%CoreMediumLondon, United Kingdom2026-11-06
Inspire Investing, LLC
35,122$635.0K0.0%GARPHighMeridian, ID2026-10-22
Creative Planning
31,627$571.8K0.0%IndexVery LowOverland Park, KS2026-11-02
AlphaCore Capital LLC
29,651$536.1K0.0%ETFLowLa Jolla, CA2026-11-04
Kestra Private Wealth Services, LLC
23,266$420.7K0.0%GrowthLowAustin, TX2026-11-06
State of Wyoming
14,131$255.5K0.0%ValueHighCheyenne, WY2026-10-28
Russell Investments Group, Ltd.
12,930$233.8K0.0%CoreLowSeattle, WA2026-11-06
Deutsche Bank Ag\
12,627$228.3K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Sterling Capital Management LLC
12,490$225.8K0.0%GARPMediumCharlotte, NC2026-10-22
Harbor Capital Advisors, Inc.
11,695$2110.0%ValueHighChicago, IL2026-10-22
R Squared Ltd
11,685$211.3K0.1%ValueVery HighHong Kong, South Korea2026-11-06
Citigroup Inc
4,360$78.8K0.0%CoreMediumNew York, NY2026-11-04
Strs Ohio
4,200$75.9K0.0%CoreMediumColumbus, OH2026-10-30
Triumph Capital Management
4,159$75.2K0.0%ETFMediumDenver, CO2026-10-14
Signaturefd, LLC
3,180$57.5K0.0%IndexLowAtlanta, GA2026-10-23
State of Alaska, Department of Revenue
2,758$490.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
1,270$23.0K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
1,260$22.8K0.0%GARPLowMansfield, OH2026-10-27
PNC Financial Services Group, Inc.
1,061$19.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Nisa Investment Advisors, LLC
891$16.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Versant Capital Management, Inc
731$13.2K0.0%GARPLowPhoenix, AZ2026-10-02
Simplex Trading, LLC
714$12.9K0.0%CoreVery HighChicago, IL2026-11-04
Covestor Ltd
692$120.0%ValueHighLondon, United Kingdom2026-10-30
SBI Securities Co., Ltd.
547$9.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Farther Finance Advisors, LLC
530$9.6K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
444$8.0K0.0%IndexLowSan Francisco, CA2026-11-03
Allworth Financial LP
406$8.3K0.0%IndexLowFolsom, CA2026-11-06
MassMutual Private Wealth & Trust, FSB
304$5.5K0.0%CoreLowSpringfield, MA2026-10-05
Rossby Financial, LCC
202$3.7K0.0%ETFMediumMelbourne, FL2026-11-05
SJS Investment Consulting Inc.
172$3.1K0.0%ETFVery LowSylvania, OH2026-10-26
Fortitude Family Office, LLC
163$2.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Montgomery Financial Services LLC
151$2.7K0.0%ETFN/AOcean City, MD2026-11-03
Essential Partners LLC
127$2.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Private Wealth Management Group, LLC
113$2.0K0.0%ETFLowPrinceton, NJ2026-10-19
EverSource Wealth Advisors, LLC
109$2.0K0.0%CoreMediumBirmingham, AL2026-11-04
Brown, Lisle Ings, Inc.
106$1.9K0.0%CoreVery LowProvidence, RI2026-10-16
Fifth Third Bancorp
100$1.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Pension & Wealth Management Advisors, Inc.
85$1.5K0.0%ETFLowWaltham, MA2026-10-16
Avion Wealth
67$10.0%ETFLowThe Woodlands, TX2026-11-04
Tsfg, LLC
64$10.0%ETFLowLake Forest, IL2026-10-23
IFP Advisors, Inc
60$1.1K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
56$1.0K0.0%ETFMediumEncinitas, CA2026-10-21
Larson Financial Group LLC
55$1.0K0.0%GrowthLowSt Louis, MO2026-11-05
Tompkins Financial Corp
49$8860.0%CoreLowIthaca, NY2026-10-05
Parkside Financial Bank & Trust
35$6350.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
19$3440.0%ETFMediumAkron, OH2026-10-13
TD Waterhouse Canada Inc.
11$1980.0%CoreLowToronto, Australia2026-10-16
North Star Investment Management Corp.
8$1450.0%CoreLowChicago, IL2026-10-27
Golden State Wealth Management, LLC
8$1450.0%ETFMediumSanta Ana, CA2026-11-02
Compass Financial Management LLC
8$1440.0%CoreN/ATampa, FL2026-10-30
Boyd Watterson Asset Management LLC
6$1080.0%CoreLowCleveland, OH2026-11-06
Private Trust Co NA
5$900.0%CoreLowCleveland, OH2026-10-20
US Bancorp \de\
4$720.0%IndexLowMinneapolis, MN2026-11-05
CoreCap Advisors, LLC
4$720.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
4$720.0%ETFLowConcord, CA2026-10-21
Wolff Wiese Magana LLC
4$730.0%GrowthLowCarslbad, CA2026-10-15
Albion Financial Group
4$730.0%GrowthLowSalt Lake City, UT2026-10-21
Caitong International Asset Management Co., Ltd
2$360.0%GrowthVery HighHong Kong, South Korea2026-10-29
Fortis Group Advisors, LLC
1$180.0%ETFHighWestwood, NJ2026-11-06
Eukles Asset Management
1$180.0%CoreLowCincinnati, OH2026-11-04