undamentalytics Newsletter

RMR Group Inc.: which funds bought and sold

Institutions that bought and sold RMR Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 78 institutions that filed 13F reports for both quarters added to or opened positions in RMR Group, and 53 cut or closed them. Together they added a net 1.3M shares, +10.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.1M shares (+35.1%); index fund managers were net buyers of 203K shares (+4.8%). 17 opened a new position and 20 sold out entirely.

Bought, Q2 2026 78 institutions, 17 of them new holders Sold, Q2 2026 53 institutions, 20 of them sold out
Net change, all compared +1.3M shares (+10.6%)
Net change, active managers +1.1M shares (+35.1%), 8 bought, 10 sold

Buyers versus sellers

institutions compared, 180
Active managers and hedge funds 8 bought · 10 sold · +1.1M
Index fund managers 9 bought · 0 sold · +203K
Other institutions 61 bought · 43 sold · +34K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Nantahala Capital Management, LLC Hedge fund +1.1M +100.0% 2.3M $47.1M
Blackrock, Inc. Index funds +133K +9.8% 1.5M $30.5M
Tudor Investment Corp Et Al Hedge fund +65K New position 65K $1.3M
Newedge Advisors, LLC +64K +139802.2% 64K $1.3M
Corsair Capital Management, L.P. +60K New position 60K $1.2M
Flat Footed LLC +59K +7.3% 862K $17.7M
Hotchkis & Wiley Capital Management LLC Active manager +52K +15.3% 390K $8M
Goldman Sachs Group Inc +40K +27.1% 187K $3.8M
Ritholtz Wealth Management +37K +166.4% 59K $1.2M
AQR Capital Management LLC Hedge fund +36K +72.3% 85K $1.7M
Linden Thomas Advisory Services, LLC +30K +62.0% 77K $1.6M
Trexquant Investment LP Hedge fund +23K +65.7% 59K $1.2M
Verdad Advisers, LP +22K New position 22K $461,843
Vanguard Capital Management LLC Index funds +22K +3.2% 694K $14.2M
Quantinno Capital Management LP +20K +30.3% 87K $1.8M
Kestra Private Wealth Services, LLC +19K New position 19K $394,956
O'Shaughnessy Asset Management, LLC Active manager +17K +9.8% 194K $4M
Nuveen, LLC +17K +50.7% 50K $1M
Susquehanna Portfolio Strategies, LLC +16K +155.6% 26K $528,812
Wells Fargo & Company +14K +232.8% 20K $414,238

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley −175K −18.6% 762K $15.7M
Marshall Wace, LLP Hedge fund −100K Sold out 0 —
Bank Of America Corp −82K −8.7% 860K $17.6M
Citadel Advisors LLC Hedge fund −50K Sold out 0 —
Alphacore Capital LLC −44K −54.9% 36K $733,640
Two Sigma Investments, LP Hedge fund −43K −62.8% 25K $520,764
Garner Asset Management Corp −25K −7.1% 332K $6.8M
Susquehanna International Group, LLP −25K Sold out 0 —
Renaissance Technologies LLC Hedge fund −21K −4.8% 419K $8.6M
Odyssean, LLC −19K Sold out 0 —
American Century Companies Inc Active manager −17K −36.0% 31K $635,486
Deutsche Bank Ag\ −16K −51.8% 14K $297,213
Connor, Clark & Lunn Investment Management Ltd. −15K Sold out 0 —
Engineers Gate Manager LP Hedge fund −15K Sold out 0 —
Prelude Capital Management, LLC −12K −24.4% 36K $740,024
Numerai Gp LLC −10K −33.9% 20K $412,612
Jump Financial, LLC −10K Sold out 0 —
Jefferies Financial Group Inc. −8,500 −7.7% 103K $2.1M
Stifel Financial Corp −8,036 −7.8% 95K $2M
Los Angeles Capital Management LLC Active manager −7,871 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Tudor Investment Corp Et AlHedge fund 65K $1.3M
Corsair Capital Management, L.P. 60K $1.2M
Verdad Advisers, LP 22K $461,843
Kestra Private Wealth Services, LLC 19K $394,956
Empowered Funds, LLC 10K $212,568
Mercer Global Advisors Inc 10K $211,143
Cresset Asset Management, LLC 10K $210,083
Signaturefd, LLC 1,099 $22,562
Integrated Wealth Concepts LLC 451 $9,252
Picton Mahoney Asset Management 80 $1,642

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Marshall Wace, LLPHedge fund 100K $1.5M
Citadel Advisors LLCHedge fund 50K $771,721
Susquehanna International Group, LLP 25K $388,699
Odyssean, LLC 19K $301,000
Connor, Clark & Lunn Investment Management Ltd. 15K $233,458
Engineers Gate Manager LPHedge fund 15K $226,326
Jump Financial, LLC 10K $154,700
Los Angeles Capital Management LLCActive manager 7,871 $121,764
Aquatic Capital Management LLC 6,524 $100,926
Mai Capital Management 747 $11,557

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
164
Ten largest holders
65.9%
of 13F-reported shares
Index fund managers
31.2%
of 13F-reported shares
Active managers and hedge funds
30.1%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 8 10 1 4 +1.1M +35.1%
Index fund managers 9 0 0 0 +203K +4.8%
Other institutions 61 43 16 16 +34K +0.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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