RMR Wealth Builders
Position in NRK — Nuveen New York Amt-Free Quality Municipal Income Fund
CIK 1803848
Montclair, NJ
Position in NRK
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$670,684
+$8,256 QoQ
Shares Held
65,689
+0.1% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NRK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026RMR Wealth Builders holds $8,540,843 across 10 Asset Management names. NRK ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
31,289 | $3,597,922 | |
| 2 | BLK |
BlackRock, Inc.
|
1,755 | $1,687,801 | |
| 3 | MAIN |
Main Street Capital CORP
|
12,712 | $673,227 | |
| 4 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
This page
|
65,689 | $670,684 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
34,931 | $580,203 | |
| 6 | NXJ |
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
|
38,176 | $469,564 | |
| 7 | APO |
Apollo Global Management, Inc.
|
2,758 | $307,296 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
19,561 | $288,915 |
All Filings in NRK
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $670,684 | 65,689 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $662,428 | 65,652 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $680,105 | 66,677 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $634,071 | 63,983 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $659,024 | 63,983 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $669,262 | 63,983 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $723,329 | 64,583 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $772,895 | 69,693 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $721,583 | 66,383 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $699,012 | 66,383 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $627,319 | 66,383 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $687,064 | 66,383 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $386,809 | 36,595 | Shares | Sole | 2023-04-11 | |
| 2020-09-30 | $906,359 | 70,479 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||