Position in RMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$25,867
+$6,375 QoQ
Shares Held
1,260
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
of 163 holders
Holding Since
Dec 2020
4 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, 2026Pinnacle Wealth Planning Services, Inc. holds $618,011 across 15 Real Estate Services names. RMR ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
2,693 | $362,720 | |
| 2 | CWK |
Cushman & Wakefield Ltd.
|
4,454 | $59,639 | |
| 3 | NMRK |
Newmark Group, Inc.
|
3,376 | $51,011 | |
| 4 | CSGP |
Costar Group, Inc.
|
1,065 | $30,160 | |
| 5 | FSV |
FirstService Corp
|
212 | $30,127 | |
| 6 | RMR |
Rmr Group Inc.
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|
1,260 | $25,867 | |
| 7 | BEKE |
KE Holdings Inc.
|
1,700 | $24,701 | |
| 8 | JLL |
Jones Lang Lasalle Inc
|
37 | $11,468 |
All Filings in RMR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,867 | 1,260 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,492 | 1,260 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $18,788 | 1,261 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $8,148 | 211 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||