PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in RMR — Rmr Group Inc.
CIK 2145782
WALTHAM, MA
Position in RMR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$123
+$31 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#145
of 163 holders
Holding Since
Dec 2025
3 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $13,623 across 3 Real Estate Services names. RMR ranks #3 (0.9% of the industry book) .
All Filings in RMR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123 | 6 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $92 | 6 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $223 | 15 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||