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PENSION & WEALTH MANAGEMENT ADVISORS, INC. → RMR
PENSION & WEALTH MANAGEMENT ADVISORS, INC. RMR Position History
The RMR Group Inc. • Real Estate
Quarters held
4
Latest value
$2K
Q3 2026
Peak value
$2K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $224 |
| Q1 2026 | $93 |
| Q2 2026 | $123 |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 85 | — | — |
| Q2 2026 | $123 | 6 | — | — |
| Q1 2026 | $93 | 6 | — | — |
| Q4 2025 | $224 | 15 | — | — |
Other funds holding RMR
$31.8M
$26.1M
$23.8M
$22.2M
$19.8M
$16.5M
$16.3M
Other PENSION & WEALTH MANAGEMENT ADVISORS, INC. positions
FIS
$30.2MFIDELITY TOTAL BOND ETF
FIS
$27.4MFIDELITY TOTAL BOND ETF
STT-PG
$27.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
FIS
$26.9MFIDELITY TOTAL BOND ETF
FIS
$26.8MFIDELITY TOTAL BOND ETF
STT-PG
$26.2MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
STT-PG
$25.7MSTATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF