RMRNasdaqServices-Management Consulting ServicesFiscal year ends September 30
RMR GROUP INC.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$17.52−0.80 (-4.37%)
Close on Oct 19, 2026
- Market cap
- $294.18M
- P/E (TTM)
- 15.4
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
43.9%
14M of 32M shares
Institutional holders
164
21 new, 21 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Bank Of America Corp /De/ | 942,707 | 5.90% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 868,407 | 5.40% | 13G (passive) | Mar 31, 2026 |
| FF Hybrid, LP | 828,839 | 5.20% | 13G (passive) | Apr 1, 2026 |
| Adam D. Portnoy | 1,200,502 | 7.20% | 13G (passive) amendment | Dec 31, 2023 |
| BlackRock, Inc. | 1,159,076 | 7.30% | 13G (passive) amendment | Mar 31, 2025 |
| Nantahala Capital Management, LLC | 1,147,902 | 7.23% | 13G (passive) amendment | Jun 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RMR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Nantahala Capital Management, LLC | 2,295,804 | 7.16% | $47.13M | +1,147,902 | 0.78% |
| BlackRock, Inc. | 1,483,326 | 4.62% | $30.45M | +132,621 | 0.00% |
| Vanguard Portfolio Management LLC | 875,317 | 2.73% | $17.97M | +12,954 | 0.00% |
| Flat Footed LLC | 861,507 | 2.69% | $17.69M | +58,768 | 1.35% |
| Bank Of America Corp /De/ | 859,675 | 2.68% | $17.65M | −81,577 | 0.00% |
| Morgan Stanley | 762,493 | 2.38% | $15.65M | −174,527 | 0.00% |
| Vanguard Capital Management LLC | 693,823 | 2.16% | $14.24M | +21,745 | 0.00% |
| Federated Hermes, Inc. | 535,817 | 1.67% | $11.00M | +8,513 | 0.02% |
| Geode Capital Management, LLC | 480,913 | 1.50% | $9.87M | +12,832 | 0.00% |
| Renaissance Technologies LLC | 418,714 | 1.31% | $8.60M | −21,100 | 0.01% |
| State Street Corp | 406,118 | 1.27% | $8.34M | +5,051 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 390,120 | 1.22% | $8.01M | +51,820 | 0.02% |
| Garner Asset Management Corp | 332,472 | 1.04% | $6.81M | −25,279 | 2.21% |
| Dimensional Fund Advisors LP | 310,912 | 0.97% | $6.38M | +8,163 | 0.00% |
| Lincluden Management Ltd | 290,000 | 0.90% | $5.95K | – | 0.58% |
| O'Shaughnessy Asset Management, LLC | 193,846 | 0.60% | $3.98M | +17,250 | 0.02% |
| Northern Trust Corp | 188,393 | 0.59% | $3.87M | +10,426 | 0.00% |
| Goldman Sachs Group Inc | 186,768 | 0.58% | $3.83M | +39,826 | 0.00% |
| Charles Schwab Investment Management Inc | 136,039 | 0.42% | $2.79M | +1,865 | 0.00% |
| Vanguard Fiduciary Trust Co | 106,967 | 0.33% | $2.20M | +5,204 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 164 | 14M | 43.9% | 21 / 61 | 33 / 21 | 2M | 1M |
| Q1 2026 | 169 | 13M | 39.6% | 26 / 48 | 38 / 23 | 3M | 1M |
| Q4 2025 | 170 | 13M | 39.1% | 22 / 35 | 65 / 24 | 2M | 1M |
| Q3 2025 | 177 | 12M | 35.9% | 18 / 60 | 41 / 19 | 1M | 1M |
| Q2 2025 | 179 | 12M | 36.8% | 23 / 58 | 47 / 23 | 1M | 1M |
| Q1 2025 | 179 | 12M | 36.1% | 36 / 50 | 48 / 22 | 2M | 2M |
| Q4 2024 | 168 | 12M | 38.1% | 24 / 51 | 46 / 30 | 1M | 1M |
| Q3 2024 | 174 | 12M | 38.4% | 19 / 57 | 41 / 23 | 3M | 1M |
| Q2 2024 | 180 | 12M | 37.8% | 20 / 64 | 47 / 20 | 1M | 1M |
| Q1 2024 | 184 | 12M | 37.9% | 27 / 45 | 52 / 31 | 1M | 2M |
| Q4 2023 | 191 | 13M | 39.6% | 28 / 53 | 57 / 16 | 1M | 1M |
| Q3 2023 | 179 | 12M | 37.8% | 28 / 54 | 40 / 18 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RMR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 594,530 | 1.85% | $11.32M | 0.02% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 494,549 | 1.54% | $10.15M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 465,826 | 1.45% | $9.56M | 0.01% | Jun 30, 2026 |
| Federated Hermes MDT Small Cap Core Fund | 260,859 | 0.81% | $4.97M | 0.22% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 184,131 | 0.57% | $3.78M | 0.00% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 180,609 | 0.56% | $3.44M | 0.01% | Jul 31, 2026 |
| Hotchkis and Wiley Small Cap Value Fund | 161,000 | 0.50% | $3.31M | 0.41% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 159,727 | 0.50% | $3.28M | 0.02% | Jun 30, 2026 |
| BlackRock Advantage Small Cap Core Fund | 140,298 | 0.44% | $2.80M | 0.05% | May 29, 2026 |
| American Beacon Small Cap Value Fund | 115,345 | 0.36% | $2.20M | 0.06% | Jul 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 104,323 | 0.33% | $1.99M | 0.02% | Jul 31, 2026 |
| Federated Hermes MDT Small Cap Growth Fund | 94,246 | 0.29% | $1.79M | 0.22% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 87,938 | 0.27% | $1.75M | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 80,965 | 0.25% | $1.62M | 0.01% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 77,537 | 0.24% | $1.55M | 0.01% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Matthew P. Jordan | Managing Dir., Exec. VP, COO, Director | 75,990 | 0.24% | Sep 21, 2026 |
| Adam D. Portnoy | Managing Dir., President & CEO, Director | 273,126 | 0.85% | Sep 21, 2026 |
| Jennifer B. Clark | MD, Exec. VP, GC & Secty, Director | 77,493 | 0.24% | Sep 18, 2025 |
| Yael Duffy | Exec. VP | 17,653 | 0.06% | Sep 21, 2026 |
| Matthew C. Brown | Exec. VP, CFO & Treasurer | 19,579 | 0.06% | Sep 21, 2026 |
| Christopher J. Bilotto | Exec. VP | 25,999 | 0.08% | Sep 21, 2026 |
| Lindsey Getz | Exec. VP, GC & Secty | 13,616 | 0.04% | Sep 21, 2026 |
| Jeffrey C. Leer | Exec. VP of The RMR Group LLC | 24,073 | 0.08% | Sep 21, 2026 |
| John G. Murray | Exec. VP of The RMR Group LLC | 39,672 | 0.12% | Sep 18, 2025 |
| Walter C. Watkins Jr. | Director | 37,633 | 0.12% | Mar 27, 2026 |
| Ann Logan | Director | 40,211 | 0.13% | Mar 27, 2026 |
| Rosen Plevneliev | Director | 31,676 | 0.10% | Mar 27, 2026 |
| Jonathan Veitch | Director | 28,633 | 0.09% | Mar 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Christopher J. Bilotto Exec. VP | Sep 17, 2026 | Tax withholding | −3,526 | $18.87 | $66.54K | 25,999 |
| Adam D. Portnoy Managing Dir., President & CEO, Director | Sep 17, 2026 | Tax withholding | −10,140 | $18.87 | $191.34K | 182,562 |
| Matthew C. Brown Exec. VP, CFO & Treasurer | Sep 17, 2026 | Tax withholding | −1,679 | $18.87 | $31.68K | 19,579 |
| Yael Duffy Exec. VP | Sep 17, 2026 | Tax withholding | −2,823 | $18.87 | $53.27K | 17,653 |
| Jeffrey C. Leer Exec. VP of The RMR Group LLC | Sep 17, 2026 | Tax withholding | −2,654 | $18.87 | $50.08K | 24,073 |
| Lindsey Getz Exec. VP, GC & Secty | Sep 17, 2026 | Tax withholding | −2,639 | $18.87 | $49.80K | 13,616 |
| Matthew P. Jordan Managing Dir., Exec. VP, COO, Director | Sep 17, 2026 | Tax withholding | −6,664 | $18.87 | $125.75K | 75,990 |
| Jeffrey C. Leer Exec. VP of The RMR Group LLC | Sep 10, 2026 | Award | +7,869 | – | – | 26,727 |
| Lindsey Getz Exec. VP, GC & Secty | Sep 10, 2026 | Award | +7,869 | – | – | 16,255 |
| Yael Duffy Exec. VP | Sep 10, 2026 | Award | +7,869 | – | – | 20,476 |
| Adam D. Portnoy Managing Dir., President & CEO, Director | Sep 10, 2026 | Award | +31,479 | – | – | 192,702 |
| Christopher J. Bilotto Exec. VP | Sep 10, 2026 | Award | +10,493 | – | – | 29,525 |
| Matthew P. Jordan Managing Dir., Exec. VP, COO, Director | Sep 10, 2026 | Award | +15,739 | – | – | 82,654 |
| Matthew C. Brown Exec. VP, CFO & Treasurer | Sep 10, 2026 | Award | +7,869 | – | – | 21,258 |
| Jonathan Veitch Director | Mar 26, 2026 | Award | +6,426 | – | – | 28,633 |
| Adam D. Portnoy Managing Dir., President & CEO, Director | Mar 26, 2026 | Award | +6,426 | – | – | 161,223 |
| Matthew P. Jordan Managing Dir., Exec. VP, COO, Director | Mar 26, 2026 | Award | +6,426 | – | – | 66,915 |
| Walter C. Watkins Jr. Director | Mar 26, 2026 | Award | +6,426 | – | – | 37,633 |
| Ann Logan Director | Mar 26, 2026 | Award | +6,426 | – | – | 40,211 |
| Rosen Plevneliev Director | Mar 26, 2026 | Award | +6,426 | – | – | 31,676 |
| Rosen Plevneliev Director | Mar 26, 2026 | Tax withholding | −964 | $15.56 | $15.00K | 30,712 |
| Jennifer B. Clark MD, Exec. VP, GC & Secty, Director | Sep 16, 2025 | Tax withholding | −5,494 | $17.28 | $94.94K | 77,493 |
| Christopher J. Bilotto Exec. VP of The RMR Group LLC | Sep 16, 2025 | Tax withholding | −1,983 | $17.28 | $34.27K | 19,032 |
| Lindsey Getz Exec. VP of The RMR Group LLC | Sep 16, 2025 | Tax withholding | −510 | $17.28 | $8.81K | 8,386 |
| John G. Murray Exec. VP of The RMR Group LLC | Sep 16, 2025 | Tax withholding | −1,851 | $17.28 | $31.99K | 39,672 |
| Adam D. Portnoy Managing Dir., President & CEO, Director | Sep 16, 2025 | Tax withholding | −7,775 | $17.28 | $134.35K | 154,797 |
| Matthew P. Jordan Exec. VP, CFO and Treasurer | Sep 16, 2025 | Tax withholding | −5,475 | $17.28 | $94.61K | 60,489 |
| Jeffrey C. Leer Exec. VP of The RMR Group LLC | Sep 16, 2025 | Tax withholding | −1,111 | $17.28 | $19.20K | 19,303 |
| Jennifer B. Clark MD, Exec. VP, GC & Secty, Director | Sep 9, 2025 | Award | +17,793 | – | – | 82,987 |
| John G. Murray Exec. VP of The RMR Group LLC | Sep 9, 2025 | Award | +8,896 | – | – | 41,523 |
| Lindsey Getz Exec. VP of The RMR Group LLC | Sep 9, 2025 | Award | +8,896 | – | – | 8,896 |
| Jeffrey C. Leer Exec. VP of The RMR Group LLC | Sep 9, 2025 | Award | +8,896 | – | – | 20,414 |
| Matthew P. Jordan Exec. VP, CFO and Treasurer | Sep 9, 2025 | Award | +17,793 | – | – | 65,964 |
| Adam D. Portnoy Managing Dir., President & CEO, Director | Sep 9, 2025 | Award | +35,587 | – | – | 162,572 |
| Christopher J. Bilotto Exec. VP of The RMR Group LLC | Sep 9, 2025 | Award | +8,896 | – | – | 21,015 |
| Adam D. Portnoy Managing Dir., President & CEO, Director | Mar 27, 2025 | Award | +5,988 | – | – | 126,985 |
| Rosen Plevneliev Director | Mar 27, 2025 | Tax withholding | −899 | $16.70 | $15.01K | 25,250 |
| Rosen Plevneliev Director | Mar 27, 2025 | Award | +5,988 | – | – | 26,149 |
| Ann Logan Director | Mar 27, 2025 | Award | +5,988 | – | – | 33,785 |
| Walter C. Watkins Jr. Director | Mar 27, 2025 | Award | +5,988 | – | – | 31,207 |
| Jonathan Veitch Director | Mar 27, 2025 | Award | +5,988 | – | – | 22,207 |
| Jennifer B. Clark MD, Exec. VP, GC & Secty, Director | Mar 27, 2025 | Award | +5,988 | – | – | 65,194 |
| Jennifer B. Clark MD, Exec. VP, GC & Secty, Director | Sep 17, 2024 | Tax withholding | −3,279 | $25.26 | $82.83K | 59,206 |
| John G. Murray Exec. VP of The RMR Group LLC | Sep 17, 2024 | Tax withholding | −2,348 | $25.26 | $59.31K | 32,627 |
| Matthew P. Jordan Exec. VP, CFO and Treasurer | Sep 17, 2024 | Tax withholding | −3,279 | $25.26 | $82.83K | 48,171 |
| Adam D. Portnoy Managing Dir., President & CEO, Director | Sep 17, 2024 | Tax withholding | −5,409 | $25.26 | $136.63K | 120,997 |
| Christopher J. Bilotto Exec. VP of The RMR Group LLC | Sep 17, 2024 | Tax withholding | −1,375 | $25.26 | $34.73K | 12,119 |
| Christopher J. Bilotto Exec. VP of The RMR Group LLC | Sep 11, 2024 | Award | +6,124 | – | – | 13,494 |
| Jennifer B. Clark MD, Exec. VP, GC & Secty, Director | Sep 11, 2024 | Award | +12,249 | – | – | 62,485 |
| Matthew P. Jordan Exec. VP, CFO and Treasurer | Sep 11, 2024 | Award | +12,249 | – | – | 51,450 |
| Adam D. Portnoy Managing Dir., President & CEO, Director | Sep 11, 2024 | Award | +12,249 | – | – | 126,406 |
| John G. Murray Exec. VP of The RMR Group LLC | Sep 11, 2024 | Award | +6,124 | – | – | 34,975 |
| Jonathan Veitch Director | Mar 27, 2024 | Award | +4,219 | – | – | 16,219 |
| Walter C. Watkins Jr. Director | Mar 27, 2024 | Award | +4,219 | – | – | 25,219 |
| Jennifer B. Clark MD, Exec. VP, GC & Secty, Director | Mar 27, 2024 | Award | +4,219 | – | – | 50,236 |
| Ann Logan Director | Mar 27, 2024 | Award | +4,219 | – | – | 27,797 |
| Adam D. Portnoy Managing Dir., President & CEO, Director | Mar 27, 2024 | Award | +4,219 | – | – | 114,157 |
| Rosen Plevneliev Director | Mar 27, 2024 | Award | +4,219 | – | – | 20,794 |
| Rosen Plevneliev Director | Mar 27, 2024 | Tax withholding | −633 | $23.70 | $15.00K | 20,161 |
| Jennifer F. Francis Exec. VP of The RMR Group LLC | Sep 18, 2023 | Tax withholding | −1,866 | $24.99 | $46.63K | 19,414 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.