RMR REAL ESTATE INCOME FUND shareholder history

Current and past RMR REAL ESTATE INCOME FUND shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 34340.00%0.00%0.00%Q2 2013Q3 202134
MORGAN STANLEY 34340.00%0.00%0.01%Q2 2013Q3 202134
WELLS FARGO & COMPANY/MN 34340.00%0.00%0.00%Q2 2013Q3 202134
BANK OF AMERICA CORP /DE/ 34340.00%0.00%0.00%Q2 2013Q3 202134
Thomas J. Herzfeld Advisors, Inc. 33330.03%0.93%1.75%Q2 2013Q2 202133
RAYMOND JAMES & ASSOCIATES 3110.00%0.01%0.03%Q2 2013Q3 202132
UBS Group AG 28280.00%0.00%0.00%Q4 2014Q3 202128
CSS LLC/IL 28280.02%0.05%0.14%Q4 2013Q3 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.00%Q2 2013Q4 201927
DOLIVER ADVISORS, LP 1210.09%0.44%1.07%Q1 2013Q3 202026
GUGGENHEIM CAPITAL LLC 25250.00%0.00%0.01%Q1 2015Q1 202125
GEODE CAPITAL MANAGEMENT, LLC 2410.00%0.00%0.00%Q2 2013Q4 201925
Matisse Capital 24241.01%3.54%6.88%Q4 2015Q3 202124
Ancora Advisors LLC 1240.00%0.02%0.04%Q2 2015Q3 202124
CORNERSTONE ADVISORS INC 23230.15%0.51%0.79%Q3 2013Q1 201923
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 820.02%0.09%0.25%Q2 2015Q3 202123
WOLVERINE ASSET MANAGEMENT LLC 910.00%0.01%0.04%Q3 2013Q2 202021
Advisors Asset Management, Inc. 10100.00%0.07%0.26%Q2 2013Q1 202120
GOLDMAN SACHS GROUP INC 840.00%0.00%0.00%Q1 2012Q3 202119
RMB Capital Management, LLC 1420.01%0.04%0.12%Q2 2015Q4 202018
MARINER INVESTMENT GROUP LLC 1240.18%1.70%3.98%Q1 2014Q3 202116
6 Meridian 15150.02%0.04%0.06%Q4 2017Q2 202115
MSI Financial Services Inc 15150.01%0.03%0.05%Q2 2013Q4 201615
RB Capital Management, LLC 15150.01%0.59%0.88%Q4 2016Q2 202015
MML INVESTORS SERVICES, LLC 14140.00%0.02%0.03%Q1 2017Q2 202014
D.A. DAVIDSON & CO. 14140.00%0.00%0.00%Q1 2014Q2 201714
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q3 2018Q3 202113
Walleye Trading LLC 12120.00%0.00%0.00%Q4 2017Q3 202012
RAYMOND JAMES TRUST N.A. 12120.00%0.01%0.01%Q4 2018Q3 202112
Advisor Group, Inc. 1020.00%0.00%0.00%Q2 2016Q3 201912
Gramercy Funds Management LLC 12120.00%0.02%0.06%Q2 2013Q1 201612
Round Table Services, LLC 840.06%0.17%0.28%Q1 2015Q4 201912
TFS CAPITAL LLC 810.02%0.07%0.13%Q2 2013Q1 201712
Capital Advisors, Ltd. LLC 1010.03%0.05%0.09%Q3 2015Q1 201911
US BANCORP \DE\ 920.00%0.00%0.00%Q3 2016Q1 202111
Patriot Financial Group Insurance Agency, LLC 11110.00%0.00%0.01%Q4 2018Q2 202111
CWM, LLC 10100.00%0.00%0.00%Q1 2019Q2 202110
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10100.01%0.03%0.06%Q3 2017Q4 201910
AQR Arbitrage LLC 10100.00%0.01%0.02%Q1 2015Q2 201710
Shaker Financial Services, LLC 310.12%0.24%0.34%Q1 2015Q4 20199
Proficio Capital Partners LLC 990.14%0.36%0.54%Q3 2018Q3 20209
Invesco Ltd. 810.00%0.00%0.00%Q2 2015Q1 20189
OPPENHEIMER & CO INC 710.01%0.01%0.01%Q1 2016Q1 20199
IFP Advisors, Inc 610.00%0.00%0.00%Q4 2015Q2 20188
SIGNATUREFD, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
Joseph P. Lucia & Associates, LLC 530.04%0.09%0.14%Q2 2019Q2 20218
Bulldog Investors, LLP 880.32%1.30%2.60%Q4 2019Q3 20218
OSAIC HOLDINGS, INC. 770.00%0.00%0.00%Q1 2020Q3 20217
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 770.01%0.01%0.05%Q4 2016Q2 20187
LPL Financial LLC 520.00%0.00%0.01%Q4 2015Q4 20177
Cardan Capital Partners, LLC 770.04%0.05%0.06%Q1 2017Q3 20187
Walleye Capital LLC 510.01%0.05%0.12%Q3 2018Q3 20206
AdvisorNet Financial, Inc 660.00%0.00%0.00%Q4 2017Q1 20196
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
STEPHENS INC /AR/ 660.00%0.00%0.00%Q4 2019Q1 20216
Capital Investment Advisors, LLC 310.01%0.01%0.01%Q1 2018Q4 20196
B. Riley Wealth Advisors, Inc. 310.00%0.08%0.21%Q2 2013Q4 20145
AMERICAN INTERNATIONAL GROUP, INC. 550.00%0.00%0.00%Q1 2015Q1 20165
Zuckerman Investment Group, LLC 550.08%0.13%0.17%Q2 2016Q2 20175
ENVESTNET ASSET MANAGEMENT INC 550.00%0.00%0.00%Q4 2018Q4 20195
Avior Wealth Management, LLC 550.00%0.00%0.00%Q4 2019Q4 20205
Advisory Alpha, LLC 410.06%0.16%0.38%Q2 2017Q3 20185
TFC Financial Management, Inc. 550.01%0.01%0.01%Q3 2020Q3 20215
PARK AVENUE SECURITIES LLC 550.02%0.02%0.03%Q4 2018Q4 20195
MOORE CAPITAL MANAGEMENT, LP 440.04%0.04%0.05%Q4 2015Q3 20164
Golden State Wealth Management, LLC 310.00%0.01%0.01%Q1 2019Q1 20204
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.00%0.03%0.06%Q3 2015Q4 20184
Creative Planning 440.00%0.00%0.00%Q3 2016Q2 20174
BANK OF MONTREAL /CAN/ 440.00%0.00%0.00%Q4 2019Q3 20204
WHITTIER TRUST CO 440.00%0.00%0.00%Q3 2020Q2 20214
CITIGROUP INC 440.00%0.00%0.00%Q1 2016Q4 20164
Point View Wealth Management, Inc. 310.15%0.16%0.17%Q3 2014Q3 20154
Private Advisor Group, LLC 440.00%0.00%0.00%Q4 2020Q3 20214
AMERIPRISE FINANCIAL INC 220.00%0.00%0.00%Q2 2013Q2 20174
FMR LLC 210.00%0.00%0.00%Q4 2018Q3 20213
Kelman-Lazarov, Inc. 330.00%0.00%0.01%Q1 2016Q3 20163
SCOTIA CAPITAL INC. 330.00%0.00%0.00%Q1 2021Q3 20213
FNY Investment Advisers, LLC 210.01%0.02%0.02%Q4 2019Q1 20213
STEWART WEST INDIES TRADING CO., LTD 330.14%0.15%0.17%Q2 2013Q4 20133
Spire Wealth Management 330.00%0.00%0.00%Q1 2021Q3 20213
Aviance Capital Partners, LLC 330.15%0.18%0.23%Q4 2019Q2 20203
BOOTHBAY FUND MANAGEMENT, LLC 330.08%0.11%0.13%Q1 2020Q3 20203
BANK OF NOVA SCOTIA 210.00%0.00%0.01%Q4 2016Q2 20183
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2017Q4 20203
Robotti & Company 330.15%0.17%0.19%Q1 2021Q3 20213
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2014Q2 20213
WESTPORT RESOURCES MANAGEMENT INC 220.02%0.03%0.04%Q2 2016Q3 20162
Cornerstone Advisors, LLC 110.08%0.23%0.39%Q4 2019Q2 20202
Allworth Financial LP 220.00%0.00%0.00%Q1 2020Q2 20202
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q1 2021Q2 20212
HOWE & RUSLING INC 220.00%0.00%0.00%Q1 2014Q2 20142
Ionic Capital Management LLC 220.42%0.44%0.46%Q4 2019Q1 20202
SIT INVESTMENT ASSOCIATES INC 110.01%0.03%0.05%Q1 2015Q3 20182
BARCLAYS PLC 220.00%0.00%0.00%Q1 2015Q2 20152
American Portfolios Advisors 220.00%0.00%0.00%Q2 2021Q3 20212
Rockefeller Capital Management L.P. 220.00%0.00%0.00%Q1 2019Q2 20192
AQR Capital Management 220.00%0.00%0.00%Q3 2014Q4 20142
MIDAS MANAGEMENT CORP 220.09%0.09%0.10%Q4 2015Q1 20162
Formidable Asset Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
BHF Kleinwort Benson Group S.A. 110.01%0.01%0.01%Q1 2014Q1 20141
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Weiss Asset Management LP 110.02%0.02%0.02%Q4 2017Q4 20171
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Live Your Vision, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Annex Advisory Services, LLC 110.04%0.04%0.04%Q1 2018Q1 20181
Ursa Fund Management, LLC 110.04%0.04%0.04%Q3 2017Q3 20171
Commonwealth Equity Services, Inc 110.00%0.00%0.00%Q3 2017Q3 20171
HIGHLAND CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q2 2015Q2 20151
CLOUGH CAPITAL PARTNERS L P 110.01%0.01%0.01%Q3 2016Q3 20161
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2014Q1 20141
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Almitas Capital LLC 110.30%0.30%0.30%Q4 2020Q4 20201
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Anchor Investment Management, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q2 2016Q2 20161
LAZARD ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2013Q2 20131
JD CAPITAL MANAGEMENT LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Hoxton Financial, Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2014Q4 20141
Quantedge Capital Pte Ltd 110.21%0.21%0.21%Q4 2020Q4 20201
Selective Wealth Management, Inc. 110.02%0.02%0.02%Q1 2020Q1 20201
ACCURATE INVESTMENT SOLUTIONS, INC. 110.01%0.01%0.01%Q3 2018Q3 20181
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 110.00%0.00%0.00%Q2 2016Q2 20161
Sonora Investment Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
AlphaStar Capital Management, LLC 110.27%0.27%0.27%Q3 2017Q3 20171
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2018Q2 20181
Stone House Investment Management, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Glassman Wealth Services 110.03%0.03%0.03%Q1 2018Q1 20181
Citadel Advisors 110.00%0.00%0.00%Q3 2021Q3 20211
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
CENTRAL TRUST Co 110.00%0.00%0.00%Q2 2017Q2 20171
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q1 2016Q1 20161
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
JNBA Financial Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
Independent Advisor Alliance 110.24%0.24%0.24%Q3 2021Q3 20211
External links

This page lists all the filers that currently own RMR REAL ESTATE INCOME FUND or have owned RMR REAL ESTATE INCOME FUND in the past.