RMR Real Estate Income Fund

Q2 2021 vs Q3 2021

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Morgan Stanley

INCREASED

Shares452,271 from 433,557

Change+18,714 (+4%)

Value$4.7K (-$510)

Filed 2021-11-15

Independent Advisor Alliance

NEW

Shares420,303

Change+420,303

Value$4.3K

Filed 2021-11-01

Matisse Capital

DECREASED

Shares287,718 from 302,305

Change-14,587 (-5%)

Value$3.0K (-$640)

Filed 2021-11-08

Bulldog Investors, LLPA

UNCHANGED

Shares267,926 from 267,926

Change0 (0%)

Value$2.8K (-$434)

Filed 2021-11-12

Raymond James & Associates

DECREASED

Shares266,162 from 277,595

Change-11,433 (-4%)

Value$2.7K (-$568)

Filed 2021-11-02

Mariner Investment Group LLC

INCREASED

Shares142,436 from 124,006

Change+18,430 (+15%)

Value$1.5K (-$10)

Filed 2021-11-12

Landscape Capital Management, L.L.C.

DECREASED

Shares106,316 from 128,316

Change-22,000 (-17%)

Value$1.1K (-$435)

Filed 2021-11-09

Robotti Robert

UNCHANGED

Shares62,301 from 62,301

Change0 (0%)

Value$642 (-$101)

Filed 2021-11-15

Goldman Sachs Group Inc

UNCHANGED

Shares58,764 from 58,764

Change0 (0%)

Value$606 (-$95)

Filed 2022-01-20

Private Advisor Group, LLC

INCREASED

Shares36,600 from 21,000

Change+15,600 (+74%)

Value$378 (+$127)

Filed 2021-10-14

Wells Fargo & Company

DECREASED

Shares27,577 from 28,903

Change-1,326 (-5%)

Value$284 (-$61)

Filed 2021-11-15

Scotia Capital Inc.

DECREASED

Shares25,836 from 26,336

Change-500 (-2%)

Value$272 (-$42)

Filed 2021-11-12

Bank of America Corp

DECREASED

Shares24,011 from 31,756

Change-7,745 (-24%)

Value$247 (-$132)

Filed 2021-11-15

Raymond James Trust N.A.

UNCHANGED

Shares10,515 from 10,515

Change0 (0%)

Value$108 (-$17)

Filed 2021-10-18

Royal Bank of Canada

DECREASED

Shares9,095 from 9,840

Change-745 (-8%)

Value$93 (-$24)

Filed 2021-11-15

UBS Group AG

DECREASED

Shares7,801 from 9,270

Change-1,469 (-16%)

Value$80 (-$31)

Filed 2021-11-15

Osaic Holdings, Inc.

UNCHANGED

Shares2,459 from 2,459

Change0 (0%)

Value$25 (-$4)

Filed 2021-11-05

TFC Financial Management, Inc.

UNCHANGED

Shares1,441 from 1,441

Change0 (0%)

Value$15 (-$2)

Filed 2021-11-02

Ancora Advisors LLCA

UNCHANGED

Shares135 from 135

Change0 (0%)

Value$1 (-$1)

Filed 2021-11-15

American Portfolios Advisors

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$1.1K (-$165)

Filed 2023-03-22

Spire Wealth Management

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1 ($0)

Filed 2021-10-22

FMR LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$0 ($0)

Filed 2022-02-14

Thomas J. Herzfeld Advisors, Inc.

CLOSED

Shares0 from 187,276

Change-187,276 (-100%)

Value$0 (-$2.2K)

Filed 2021-11-12

6 Meridian

CLOSED

Shares0 from 29,370

Change-29,370 (-100%)

Value$0 (-$350)

Filed 2021-11-03

Joseph P. Lucia & Associates, LLC

CLOSED

Shares0 from 6,627

Change-6,627 (-100%)

Value$0 (-$79)

Filed 2021-10-13

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 1,046

Change-1,046 (-100%)

Value$0 (-$12)

Filed 2021-11-15

Patriot Financial Group Insurance Agency, LLC

CLOSED

Shares0 from 555

Change-555 (-100%)

Value$0 (-$7)

Filed 2021-11-24

Whittier Trust Co

CLOSED

Shares0 from 513

Change-513 (-100%)

Value$0 (-$6)

Filed 2021-11-01

Harbour Investments, Inc.

CLOSED

Shares0 from 25

Change-25 (-100%)

Value$0 ($0)

Filed 2021-11-15

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2021-11-09

CWM, LLC

N/A

Shares— from 259

Change-259 (-100%)

Value—

	Status
Morgan Stanley	INCREASED	452,271	433,557	+18,714	+4%	$5.2K	$4.7K	-$510	2021-11-15
Independent Advisor Alliance	NEW	420,303	—	+420,303	—	—	$4.3K	—	2021-11-01
Matisse Capital	DECREASED	287,718	302,305	-14,587	-5%	$3.6K	$3.0K	-$640	2021-11-08
Bulldog Investors, LLPA	UNCHANGED	267,926	267,926	0	0%	$3.2K	$2.8K	-$434	2021-11-12
Raymond James & Associates	DECREASED	266,162	277,595	-11,433	-4%	$3.3K	$2.7K	-$568	2021-11-02
Mariner Investment Group LLC	INCREASED	142,436	124,006	+18,430	+15%	$1.5K	$1.5K	-$10	2021-11-12
Landscape Capital Management, L.L.C.	DECREASED	106,316	128,316	-22,000	-17%	$1.5K	$1.1K	-$435	2021-11-09
Robotti Robert	UNCHANGED	62,301	62,301	0	0%	$743	$642	-$101	2021-11-15
Goldman Sachs Group Inc	UNCHANGED	58,764	58,764	0	0%	$701	$606	-$95	2022-01-20
Private Advisor Group, LLC	INCREASED	36,600	21,000	+15,600	+74%	$251	$378	+$127	2021-10-14
Wells Fargo & Company	DECREASED	27,577	28,903	-1,326	-5%	$345	$284	-$61	2021-11-15
Scotia Capital Inc.	DECREASED	25,836	26,336	-500	-2%	$314	$272	-$42	2021-11-12
Bank of America Corp	DECREASED	24,011	31,756	-7,745	-24%	$379	$247	-$132	2021-11-15
Raymond James Trust N.A.	UNCHANGED	10,515	10,515	0	0%	$125	$108	-$17	2021-10-18
Royal Bank of Canada	DECREASED	9,095	9,840	-745	-8%	$117	$93	-$24	2021-11-15
UBS Group AG	DECREASED	7,801	9,270	-1,469	-16%	$111	$80	-$31	2021-11-15
Osaic Holdings, Inc.	UNCHANGED	2,459	2,459	0	0%	$29	$25	-$4	2021-11-05
TFC Financial Management, Inc.	UNCHANGED	1,441	1,441	0	0%	$17	$15	-$2	2021-11-02
Ancora Advisors LLCA	UNCHANGED	135	135	0	0%	$2	$1	-$1	2021-11-15
American Portfolios Advisors	UNCHANGED	102	102	0	0%	$1.2K	$1.1K	-$165	2023-03-22
Spire Wealth Management	UNCHANGED	100	100	0	0%	$1	$1	$0	2021-10-22
FMR LLC	UNCHANGED	1	1	0	0%	$0	$0	$0	2022-02-14
Thomas J. Herzfeld Advisors, Inc.	CLOSED	0	187,276	-187,276	-100%	$2.2K	$0	-$2.2K	2021-11-12
6 Meridian	CLOSED	0	29,370	-29,370	-100%	$350	$0	-$350	2021-11-03
Joseph P. Lucia & Associates, LLC	CLOSED	0	6,627	-6,627	-100%	$79	$0	-$79	2021-10-13
Northwestern Mutual Wealth Management Co	CLOSED	0	1,046	-1,046	-100%	$12	$0	-$12	2021-11-15
Patriot Financial Group Insurance Agency, LLC	CLOSED	0	555	-555	-100%	$7	$0	-$7	2021-11-24
Whittier Trust Co	CLOSED	0	513	-513	-100%	$6	$0	-$6	2021-11-01
Harbour Investments, Inc.	CLOSED	0	25	-25	-100%	$0	$0	$0	2021-11-15
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2021-11-09
CWM, LLC	N/A	—	259	-259	-100%	$3	—	—	—

Showing 31 of 31 institutions