Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

RMR GROUP INC (RMR)

164 + Investors. Track Smart Money conviction in RMR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
40%

Smart Money Signals — RMR

Based on 162 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RMR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
162 funds currently hold this stock — 89% of the 3.0-year high of 182 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding RMR is almost the same as a year ago (-3 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 40% buying

59 buying89 selling
Last quarter: 89 funds reduced or exited vs 59 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 38 → 19 → 20 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 27% medium ■ 9% new
104 out of 162 hedge funds have held RMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

25 → 38 → 19 → 20 → 20 new funds/Q
New funds entering each quarter: 38 → 19 → 20 → 20. RMR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 76% of holders stayed 2+ years

■ 76% veterans ■ 10% 1-2yr ■ 15% new
Of 164 current holders: 124 (76%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
37 of 162 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in RMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RMR

In 2025 Q4, 59 hedge funds were net buyers of RMR (20 opened a new position, 39 added to an existing one), while 89 reduced or exited (58 trimmed, 31 sold completely) — a 40% buyer ratio, indicating roughly balanced activity. 43% of total institutional value in RMR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 162.

Hedge Fund Ownership: RMR

How many hedge funds hold RMR — quarterly history vs. share price
Quarterly hedge fund ownership of RMR vs. share price

Market Analysis: RMR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RMR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy RMR GROUP INC (RMR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RMR has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
RMR
+32.4%
XLRE
+7.6%

RMR outperformed XLRE by +24.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
RMR
+3.7%
XLRE
+1.6%

Since the filing became public, RMR outperformed XLRE by +2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: RMR
164 + Investors

Track Smart Money conviction in RMR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 164 162 1.23%
13F Shares 13M 13M 1.62%
Total Value $191M $186M 2.6%
New Positions 29 20 +9
Increased Positions 48 38 +10
Closed Positions 27 31 -4
Reduced Positions 33 58 -25
Total Calls 1 1 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 2.0 1.0 Bearish

Statistics: RMR

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Financial Highlights

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Institutional Holders (2026 Q1)

164 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RMR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of RMR — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Garner Asset Management Corp 2.17% 357,751 $5.5M
2 Flat Footed LLC 1.35% 802,739 $12.4M
3 Nantahala Capital Management, LLC 0.65% 1,147,902 $17.8M
4 LINCLUDEN MANAGEMENT LTD 0.48% 290,000 $4K
5 Truvestments Capital LLC 0.27% 97,700 $1.5M
6 Aviance Capital Partners, LLC 0.16% 90,134 $1.4M
7 Odyssean, LLC 0.11% 19,457 $301K
8 GLOBEFLEX CAPITAL L P 0.10% 41,500 $642K
9 Linden Thomas Advisory Services, LLC 0.07% 47,770 $739K
10 PRELUDE CAPITAL MANAGEMENT, LLC 0.06% 47,704 $738K
11 Numerai GP LLC 0.05% 30,401 $470K
12 CWA Asset Management Group, LLC 0.05% 88,516 $1.4M
13 Inspire Investing, LLC 0.04% 33,398 $517K
14 DGS Capital Management, LLC 0.03% 11,878 $184K
15 AlphaCore Capital LLC 0.03% 79,276 $1.2M
16 New Age Alpha Advisors, LLC 0.02% 29,780 $461K
17 CALDWELL SUTTER CAPITAL, INC. 0.02% 3,339 $52K
18 HARBOR CAPITAL ADVISORS, INC. 0.02% 14,545 —
19 State of Wyoming 0.02% 8,837 $137K
20 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% 338,300 $5.2M
21 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% 176,596 $2.7M
22 FEDERATED HERMES, INC. 0.01% 527,304 $8.2M
23 MARTINGALE ASSET MANAGEMENT L P 0.01% 31,321 $485K
24 Jefferies Financial Group Inc. 0.01% 111,011 $1.7M
25 RENAISSANCE TECHNOLOGIES LLC 0.01% 439,814 $6.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — RMR GROUP INC (RMR)

What does the Smart Money Trend signal show for RMR?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RMR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RMR?

More sellers than buyers — 40% buying: Last quarter: 89 funds reduced or exited vs 59 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for RMR holders?

Elite ownership — 43% AUM from top-100 funds: 37 of 162 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in RMR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RMR?

64% of holders stayed for 2+ years: 104 out of 162 hedge funds have held RMR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy RMR GROUP INC (RMR) following the 2026 Q1 hedge fund 13F filings?

As of today, RMR has moved +3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLRE sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), RMR has gained +32.4% vs +7.6% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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