R Squared Ltd RMR — RMR GROUP INC

Ownership history in R Squared Ltd  ·  2 quarters on record

AI Ownership Summary

R Squared Ltd reported RMR GROUP INC (RMR) in 2 quarterly 13F filings from 2024 Q4 through 2026 Q3. Peak portfolio weight reached 0.11% in 2026 Q3. The latest visible filing shows RMR at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was R Squared Ltd's position in RMR GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RMR was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How R Squared Ltd held RMR — position size vs. price
% of Fund (quarterly)    RMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 11,685 +11,635 +23270.0% 0.11% $211K 2026-11-06 $15.60
2024 Q4 INITIATED — — — 50 — — 0.00% $1K 2025-01-23 $15.65

FAQ About R Squared Ltd and RMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has R Squared Ltd reported owning RMR?

R Squared Ltd reported RMR across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported RMR position in R Squared Ltd's portfolio?

The largest reported portfolio weight for RMR was 0.11% in 2026 Q3.

What is the latest reported RMR position on this page?

The most recent filing on this page is 2026 Q3, when R Squared Ltd reported 11,685 shares, equal to 0.11% of portfolio, with an estimated market value of $211K.

What does the chart on this RMR ownership page compare?

The chart compares R Squared Ltd's quarterly RMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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