Filing Research | RMR - RMR GROUP INC Institutional Holdings

Snapshot holdings

33 / 33 loaded

#		Instrument	quantity
1	CWA Asset Management Group, LLC	Shares	98.6KSH	$2.0M
2	Linden Thomas Advisory Services, LLC	Shares	77.4KSH	$1.6M
3	Robeco Institutional Asset Management B.V.	Shares	9.9KSH	$204.0K
4	Police & Firemen's Retirement System of New Jersey	Shares	4.9KSH	$101.6K
5	Triumph Capital Management	Shares	3.1KSH	$62.7K
6	SIGNATUREFD, LLC	Shares	1.1KSH	$22.6K
7	GAMMA Investing LLC	Shares	910SH	$18.7K
8	Versant Capital Management, Inc	Shares	731SH	$15.0K
9	SBI Securities Co., Ltd.	Shares	471SH	$9.7K
10	MassMutual Private Wealth & Trust, FSB	Shares	312SH	$6.4K
11	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	Shares	290.0KSH	$6.0K
12	Farther Finance Advisors, LLC	Shares	116SH	$2.4K
13	EverSource Wealth Advisors, LLC	Shares	115SH	$2.4K
14	IFP Advisors, Inc	Shares	60SH	$1.2K
15	TOMPKINS FINANCIAL CORP	Shares	49SH	$1.0K
16	Fortitude Family Office, LLC	Shares	35SH	$719
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	35SH	$719
18	SALEM INVESTMENT COUNSELORS INC	Shares	25SH	$517
19	True Wealth Design, LLC	Shares	19SH	$391
20	AdvisorNet Financial, Inc	Shares	14SH	$280
21	HM PAYSON & CO	Shares	10SH	$206
22	Vision Retirement, LLC	Shares	10SH	$200
23	Golden State Wealth Management, LLC	Shares	8SH	$164
24	ALBION FINANCIAL GROUP /UT	Shares	4SH	$83
25	WOLFF WIESE MAGANA LLC	Shares	4SH	$83
26	CoreCap Advisors, LLC	Shares	4SH	$82
27	State of Alaska, Department of Revenue	Shares	2.8KSH	$56
28	SJS Investment Consulting Inc.	Shares	2SH	$42
29	VISION FINANCIAL MARKETS LLC	Shares	2SH	$42
30	Founders Capital Management	Shares	2SH	$41
31	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.4KSH	$29
32	Fortis Group Advisors, LLC	Shares	1SH	$21
33	TSFG, LLC	Shares	76SH	$2

Manager changes2026-06-30 vs 2026-03-31

36 / 36 loaded

#		Instrument
1	Linden Thomas Advisory Services, LLC added	Shares	+29.6K	+$849.3K	$1.6M
2	CWA Asset Management Group, LLC added	Shares	+10.1K	+$654.4K	$2.0M
3	Triumph Capital Management added	Shares	+1.6K	+$41.0K	$62.7K
4	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$25.0K	$101.6K
5	SIGNATUREFD, LLC new	Shares	+1.1K	+$22.6K	$22.6K
6	Robeco Institutional Asset Management B.V. trimmed	Shares	-2.7K	+$8.5K	$204.0K
7	GAMMA Investing LLC added	Shares	+65	+$5.6K	$18.7K
8	Versant Capital Management, Inc unchanged	Shares	0	+$3.7K	$15.0K
9	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-2	+$1.5K	$6.4K
10	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd unchanged	Shares	0	+$1.5K	$6.0K
11	Farther Finance Advisors, LLC added	Shares	+23	+$959	$2.4K
12	SBI Securities Co., Ltd. trimmed	Shares	-128	+$403	$9.7K
13	IFP Advisors, Inc added	Shares	+5	+$381	$1.2K
14	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+5	+$254	$719
15	TOMPKINS FINANCIAL CORP unchanged	Shares	0	+$248	$1.0K
16	Fortitude Family Office, LLC unchanged	Shares	0	+$178	$719
17	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$127	$517
18	True Wealth Design, LLC unchanged	Shares	0	+$97	$391
19	AdvisorNet Financial, Inc added	Shares	+1	+$74	$280
20	Vision Retirement, LLC unchanged	Shares	0	+$52	$200
21	HM PAYSON & CO unchanged	Shares	0	+$51	$206
22	Golden State Wealth Management, LLC unchanged	Shares	0	+$40	$164
23	SJS Investment Consulting Inc. added	Shares	+1	+$26	$42
24	ALBION FINANCIAL GROUP /UT unchanged	Shares	0	+$21	$83
25	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$21	$83
26	CoreCap Advisors, LLC unchanged	Shares	0	+$20	$82
27	State of Alaska, Department of Revenue unchanged	Shares	0	+$14	$56
28	VISION FINANCIAL MARKETS LLC unchanged	Shares	0	+$11	$42
29	Founders Capital Management unchanged	Shares	0	+$10	$41
30	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$7	$29
31	Fortis Group Advisors, LLC unchanged	Shares	0	+$6	$21
32	TSFG, LLC added	Shares	+1	+$1	$2
33	Sound Income Strategies, LLC exited	Shares	-4	-$62	$0
34	Gleason Group, Inc. exited	Shares	-8	-$124	$0
35	Ares Financial Consulting, LLC exited	Shares	-16	-$248	$0
36	EverSource Wealth Advisors, LLC trimmed	Shares	-547	-$7.9K	$2.4K