Private Wealth Management Group, LLC

Position in RMR — Rmr Group Inc.

CIK 2011342 PRINCETON, NJ

Position in RMR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,319

+$571 QoQ

Shares Held

113

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#115

of 163 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $61,442 across 6 Real Estate Services names. RMR ranks #6 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	204	$27,476
2	COMP	Compass, Inc.	1,162	$14,327
3	JLL	Jones Lang Lasalle Inc	30	$9,298
4	CWK	Cushman & Wakefield Ltd.	320	$4,284
5	AGNT	AGNT, Inc.	691	$3,738
6	RMR	Rmr Group Inc. This page	113	$2,319

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,319	113	0.0%	Shares	Sole	2026-07-27
2026-03-31	$1,748	113	0.0%	Shares	Sole	2026-04-23
2025-12-31	$1,683	113	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,777	113	0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,847	113	+46.8%	Shares	Sole	2025-07-29
2025-03-31	$1,282	77	+5.5%	Shares	Sole	2025-05-02
2024-09-30	$1,852	73	0.0%	Shares	Sole	2024-10-29
2024-06-30	$1,649	73	0.0%	Shares	Sole	2024-08-13
2024-03-31	$1,752	73	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.