Position in RMR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,219,769
+$874,758 QoQ
Shares Held
59,414
+166.4% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#35
of 163 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RMR Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $7,586,095 across 5 Real Estate Services names. RMR ranks #4 (16.1% of the industry book) .
All Filings in RMR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,769 | 59,414 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $345,011 | 22,302 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $157,031 | 10,539 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $227,644 | 14,472 | Shares | Sole | 2025-10-28 | |
| 2023-12-31 | $354,992 | 12,575 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $301,130 | 12,281 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $355,752 | 15,354 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $466,914 | 17,794 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||