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
↑ +3
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — RMR

Based on 165 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
165 funds currently hold this stock — 91% 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.
📉

Outflows — 7% fewer funds vs a year ago

fund count last 6Q
13 fewer hedge funds hold RMR compared to a year ago (-7% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 57% buying

78 buying60 selling
Last quarter: 78 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new RMR position: 19 → 20 → 20 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 15% new
106 out of 165 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.
📈

Growing discovery — still being found

38 → 19 → 20 → 20 → 30 new funds/Q
New funds entering each quarter: 19 → 20 → 20 → 30. A growing number of institutions are discovering RMR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 17% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Entry-cohort mix of 168 holders: 121 (72%) are 2+ year veterans, 18 entered 1–2 years ago, and 29 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
33 of 165 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 2026 Q1, 78 hedge funds were net buyers of RMR (30 opened a new position, 48 added to an existing one), while 60 reduced or exited (33 trimmed, 27 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 33% of total institutional value in RMR is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 165.

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 · 81d ago
RMR
nan%
XLRE
nan%

RMR outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
RMR
nan%
XLRE
nan%

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

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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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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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 RMR holders by conviction (% of portfolio weight) — 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 Truvestments Capital LLC 0.27% 97,700 $1.5M
5 Aviance Capital Partners, LLC 0.16% 90,134 $1.4M
6 Odyssean, LLC 0.11% 19,457 $301K
7 Globeflex Capital L P 0.10% 41,500 $642K
8 Linden Thomas Advisory Services, LLC 0.07% 47,770 $739K
9 Prelude Capital Management, LLC 0.06% 47,704 $738K
10 Numerai GP LLC 0.05% 30,401 $470K
11 CWA Asset Management Group, LLC 0.05% 88,516 $1.4M
12 Inspire Investing, LLC 0.04% 33,398 $517K
13 DGS Capital Management, LLC 0.03% 11,878 $184K
14 AlphaCore Capital LLC 0.03% 79,276 $1.2M
15 New Age Alpha Advisors, LLC 0.02% 29,780 $461K
16 Caldwell Sutter Capital, INC. 0.02% 3,339 $52K
17 State of Wyoming 0.02% 8,837 $137K
18 Hotchkis & Wiley Capital Management LLC 0.02% 338,300 $5.2M
19 O'shaughnessy Asset Management, LLC 0.01% 176,596 $2.7M
20 Federated Hermes, INC. 0.01% 527,304 $8.2M
21 Martingale Asset Management L P 0.01% 31,321 $485K
22 Jefferies Financial Group Inc. 0.01% 111,011 $1.7M
23 Renaissance Technologies LLC 0.01% 439,814 $6.8M
24 Quinn Opportunity Partners LLC 0.01% 10,263 $159K
25 Ritholtz Wealth Management 0.01% 22,302 $345K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RMR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RMR?

Slight buying edge — 57% buying: Last quarter: 78 funds bought or added vs 60 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RMR holders?

Strong quality — 33% AUM from major funds: 33 of 165 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RMR?

64% of holders stayed for 2+ years: 106 out of 165 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 nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), RMR has gained nan% vs nan% 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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