The RMR Group Inc. (RMR)
Newton, MA, US
The RMR Group Inc., operating through its subsidiary, The RMR Group LLC, specializes in delivering business and property management solutions across the United States. The firm primarily serves four publicly traded real estate investment trusts (REITs) and three distinct real estate operating companies, providing them with comprehensive management oversight. Additionally, RMR extends its expertise to include investment advisory services. Established in 1986, the company underwent a rebranding in September 2015, transitioning from its former identity as REIT Management & Research Inc. Its corporate headquarters are situated in Newton, Massachusetts.
Based on only 2 articles — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.43% | -1.23% | +17.45% | +12.24% | +23.40% | +29.19% | +30.07% | -8.94% | -49.10% | -34.03% | +61.90% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 3 |
32.00
+56.3%
|
-
Revenue growth Real Estate - Services: +11.2%-22.0% Q1'26: -12.6% (vs Q1'25)
-
EPS growth Real Estate - Services: +25.9%-25.4% Q1'26: -75.3% (vs Q1'25)
-
FCF margin FCF growth · Real Estate - Services: +32.2%+8.3% Q1'26: +31.7% (vs Q1'25)
-
EBIT margin Real Estate - Services: +23.7%+7.1% Q1'26: +3.6% (vs Q1'25)
-
ROIC Real Estate - Services: +4.3%+7.6% ★ Q1'26: +3.4% (vs Q1'25)
-
Share dilution Real Estate - Services: +0.0%+0.7% Q1'26: +0.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Real Estate - Services: 1.88×3.33× Q1'26: 4.06× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Sep 2016 actual |
Sep 2017 actual |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 1 Rev. Ana. 1 EPS Ana. |
Sep 2027 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
266.94M
est: 232.38M (+14.9%)
|
271.73M
est: 272.68M (-0.3%)
|
404.98M
est: 403.21M (+0.4%)
|
713.37M
est: 682.28M (+4.6%)
|
589.51M
est: 576.92M (+2.2%)
|
607.24M
est: 582.57M (+4.2%)
|
832.50M
est: 776.01M (+7.3%)
|
962.32M
est: 234.48M (+310.4%)
|
897.61M
est: 906.39M (-1.0%)
|
700.28M
est: 754.60M (-7.2%)
|
700.79M
691.82M – 709.76M
-7.1% YoY
|
717.92M
708.73M – 727.11M
+2.4% YoY
|
| EBITDA |
151.79M
est: 26.10M (+481.6%)
|
155.76M
est: 30.62M (+408.6%)
|
258.64M
est: 45.28M (+471.2%)
|
215.97M
est: 49.23M (+338.7%)
|
73.21M
est: 37.10M (+97.3%)
|
78.57M
est: 48.39M (+62.4%)
|
91.69M
est: 65.13M (+40.8%)
|
150.64M
est: 26.33M (+472.0%)
|
69.94M
est: 101.79M (-31.3%)
|
61.30M
est: 84.75M (-27.7%)
|
78.70M
77.70M – 79.71M
-7.1% YoY
|
80.63M
79.60M – 81.66M
+2.4% YoY
|
| EBIT |
150.02M
est: 24.90M (+502.4%)
|
144.75M
est: 29.22M (+395.3%)
|
257.40M
est: 43.21M (+495.7%)
|
205.54M
est: 90.42M (+127.3%)
|
72.24M
est: 58.94M (+22.6%)
|
77.60M
est: 80.76M (-3.9%)
|
90.70M
est: 102.43M (-11.4%)
|
149.54M
est: 25.13M (+495.1%)
|
65.23M
est: 97.14M (-32.8%)
|
49.75M
est: 80.87M (-38.5%)
|
75.10M
74.14M – 76.07M
-7.1% YoY
|
76.94M
75.96M – 77.92M
+2.4% YoY
|
| Net Income |
37.24M
est: 38.53M (-3.4%)
|
42.29M
est: 43.98M (-3.8%)
|
96.04M
est: 99.70M (-3.7%)
|
169.04M
est: 34.86M (+384.9%)
|
28.79M
est: 26.14M (+10.1%)
|
35.70M
est: 34.14M (+4.6%)
|
34.00M
est: 40.23M (-15.5%)
|
57.15M
est: 44.68M (+27.9%)
|
23.13M
est: 22.36M (+3.5%)
|
17.60M
est: 18.64M (-5.6%)
|
12.15M
11.90M – 12.40M
-34.8% YoY
|
13.43M
13.23M – 13.62M
+10.5% YoY
|
| SGA |
25.13M
est: 45.18M (-44.4%)
|
25.19M
est: 53.01M (-52.5%)
|
38.06M
est: 78.39M (-51.5%)
|
37.75M
est: 172.49M (-78.1%)
|
155.73M
est: 149.72M (+4.0%)
|
158.63M
est: 78.59M (+101.8%)
|
172.93M
est: 46.83M (+269.3%)
|
184.86M
est: 45.59M (+305.5%)
|
224.72M
est: 176.22M (+27.5%)
|
42.50M
est: 146.71M (-71.0%)
|
136.25M
134.50M – 137.99M
-7.1% YoY
|
139.58M
137.79M – 141.36M
+2.4% YoY
|
| EPS |
2.33
est: 2.32 (+0.6%)
|
2.63
est: 2.64 (-0.5%)
|
5.97
est: 5.99 (-0.3%)
|
10.48
est: 4.60 (+127.7%)
|
4.10
est: 1.78 (+130.1%)
|
4.98
est: 1.80 (+176.5%)
|
4.74
est: 1.90 (+149.5%)
|
3.44
est: 2.71 (+26.9%)
|
1.38
est: 1.34 (+2.7%)
|
1.03
est: 1.12 (-8.0%)
|
0.74
0.72 – 0.74
-34.4% YoY
|
0.81
0.80 – 0.82
+9.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Office Properties Income Trust | 2.80M | 18.40% | 2.80M | — | 2.80M | — | OO | Maryland | 2019-01-02 | ↗ |
| 2 | Senior Housing Properties Trust | 2.64M | 17.60% | 2.64M | — | 2.64M | — | OO | Maryland | 2016-02-05 | ↗ |
| 3 | Hospitality Properties Trust | 2.50M | 16.70% | 2.50M | — | 2.50M | — | OO | Maryland | 2016-02-05 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 2.31M | 15.07% | 32.6K | 1.0K | 2.28M | 30.9K | IA | Pennsylvania | 2020-02-11 | ↗ |
| 5 | Select Income REIT | 1.59M | 11.00% | 1.59M | — | 1.59M | — | OO | Maryland | 2017-02-08 | ↗ |
| 6 | (1) BlackRock, Inc. | 1.32M | 8.50% | 1.24M | — | 1.32M | — | HC | Delaware | 2022-02-03 | ↗ |
| 7 | Government Properties Income Trust | 1.21M | 8.10% | 1.21M | — | 1.21M | — | OO | Maryland | 2016-02-05 | ↗ |
| 8 | Adam D. Portnoy | 1.16M | 7.50% | 66.9K | 1.09M | 66.9K | 1.09M | IN | Maryland | 2021-01-13 | ↗ |
| 9 | Barry M. Portnoy | 1.11M | 6.90% | 18.8K | 1.09M | 18.8K | — | IN | United States | 2016-02-05 | ↗ |
| 10 | ABP Trust | 1.09M | 7.10% | — | 1.09M | — | 1.09M | OO | Maryland | 2021-01-13 | ↗ |
| 11 | ABP Trust (formerly known as Reit Management & Research Trust) | 1.09M | 6.80% | — | 1.09M | — | — | OO | Maryland | 2016-02-05 | ↗ |
| 12 | 95-4871957 | 1.01M | 11.00% | — | — | — | — | IA | Delaware | 2022-02-11 | ↗ |
| 13 | Daniel Mack | 963.7K | 6.20% | — | 963.7K | — | — | HC | MA | 2022-02-14 | ↗ |
| 14 | Nantahala Capital Management, LLC | 963.7K | 6.20% | — | 963.7K | — | — | IA | MA | 2022-02-14 | ↗ |
| 15 | Wilmot B. Harkey | 963.7K | 6.20% | — | 963.7K | — | — | HC | MA | 2022-02-14 | ↗ |
| 16 | Hotchkis and Wiley Capital Management, LLC | 825.3K | 5.25% | 761.6K | — | 825.3K | — | IA | Delaware | 2024-11-14 | ↗ |
| 17 | David Brown | 621.6K | 4.04% | — | 621.6K | — | — | IN | United States | 2021-02-16 | ↗ |
| 18 | Hawk Ridge Capital Management GP, LLC | 621.6K | 4.04% | — | 621.6K | — | — | IA | Delaware | 2021-02-16 | ↗ |
| 19 | Hawk Ridge Capital Management, L.P. | 621.6K | 4.04% | — | 621.6K | — | — | IA | Delaware | 2021-02-16 | ↗ |
| 20 | Hawk Ridge Management, LLC | 621.6K | 4.04% | — | 621.6K | — | — | IA | Delaware | 2021-02-16 | ↗ |
| 21 | Hawk Ridge Master Fund, L.P. | 621.6K | 4.04% | — | 621.6K | — | — | IN | Delaware | 2021-02-16 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1.60M -15.1K (-0.9%) | 23.86M -1.6M (-6.2%) | 9.56% -0.139 pp | 0.00% +0.000 pp | USD45.20 -67.0% | 41 qtrs — |
| 2 | BLACKROCK, INC. | 1.42M -81.0K (-5.4%) | 21.18M -2.5M (-10.4%) | 8.49% -0.529 pp | 0.00% 0.000 pp | USD25.37 -41.3% | 6 qtrs — |
| 3 | NANTAHALA CAPITAL MANAGEMENT, LLC | 1.15M +— (+0.0%) | 17.10M -952.8K (-5.3%) | 6.86% -0.035 pp | 0.57% -0.062 pp | USD22.82 -34.7% | 21 qtrs — |
| 4 | MORGAN STANLEY | 916.8K +540.2K (+143.5%) | 13.66M +7.7M (+130.6%) | 5.48% +3.215 pp | 0.00% +0.001 pp | USD16.58 -10.1% | 41 qtrs — |
| 5 | FLAT FOOTED LLC | 784.0K +777.1K (+11,371.5%) | 11.68M +11.6M (+10,766.2%) | 4.68% +4.641 pp | 1.28% +1.264 pp | USD14.92 -0.1% | 4 qtrs — |
| 6 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 743.5K +5.3K (+0.7%) | 11.08M -533.6K (-4.6%) | 4.44% +0.010 pp | 0.03% -0.003 pp | USD27.80 -46.4% | 24 qtrs — |
| 7 | FEDERATED HERMES, INC. | 576.6K +62.3K (+12.1%) | 8.59M +501.5K (+6.2%) | 3.44% +0.357 pp | 0.01% +0.000 pp | USD27.69 -46.2% | 26 qtrs — |
| 8 | BANK OF AMERICA CORP /DE/ | 534.4K +498.5K (+1,391.8%) | 7.96M +7.4M (+1,313.0%) | 3.19% +2.976 pp | 0.00% +0.001 pp | USD15.15 -1.7% | 41 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 458.1K -437.0 (-0.1%) | 6.83M -387.2K (-5.4%) | 2.74% -0.016 pp | 0.00% +0.000 pp | USD35.67 -58.2% | 41 qtrs — |
| 10 | RENAISSANCE TECHNOLOGIES LLC | 450.5K -36.2K (-7.4%) | 6.71M -943.4K (-12.3%) | 2.69% -0.231 pp | 0.01% +0.000 pp | USD39.26 -62.0% | 39 qtrs — |
| 11 | STATE STREET CORP | 391.1K +8.7K (+2.3%) | 5.83M -188.1K (-3.1%) | 2.34% +0.040 pp | 0.00% +0.000 pp | USD33.82 -55.9% | 41 qtrs — |
| 12 | GARNER ASSET MANAGEMENT CORP | 321.7K -58.2K (-15.3%) | 4.79M -1.2M (-19.9%) | 1.92% -0.359 pp | 1.84% -0.572 pp | USD24.10 -38.2% | 17 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 312.8K -53.3K (-14.6%) | 4.66M -1.1M (-19.1%) | 1.87% -0.329 pp | 0.00% 0.000 pp | USD40.93 -63.6% | 41 qtrs — |
| 14 | LINCLUDEN MANAGEMENT LTD | 290.0K +— (+0.0%) | 4.32M -241.0K (-5.3%) | 1.73% -0.009 pp | 0.37% -0.141 pp | USD33.45 -55.5% | 18 qtrs — |
| 15 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 188.0K +31.5K (+20.1%) | 2.80M +338.9K (+13.8%) | 1.12% +0.183 pp | 0.02% +0.001 pp | USD18.03 -17.4% | 13 qtrs — |
| 16 | NORTHERN TRUST CORP | 171.8K +28.3K (+19.8%) | 2.56M +303.3K (+13.4%) | 1.03% +0.165 pp | 0.00% +0.000 pp | USD27.59 -46.0% | 41 qtrs — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 137.6K +12.1K (+9.6%) | 2.05M +75.8K (+3.8%) | 0.82% +0.068 pp | 0.00% +0.000 pp | USD32.44 -54.1% | 41 qtrs — |
| 18 | GOLDMAN SACHS GROUP INC | 126.2K -33.0K (-20.7%) | 1.88M -623.4K (-24.9%) | 0.75% -0.202 pp | 0.00% 0.000 pp | USD25.05 -40.5% | 41 qtrs — |
| 19 | STIFEL FINANCIAL CORP | 93.0K +2.6K (+2.8%) | 1.39M -37.0K (-2.6%) | 0.56% +0.013 pp | 0.00% 0.000 pp | USD23.03 -35.3% | 16 qtrs — |
| 20 | TWO SIGMA INVESTMENTS, LP | 84.6K -24.6K (-22.5%) | 1.26M -456.9K (-26.6%) | 0.51% -0.150 pp | 0.00% -0.001 pp | USD18.33 -18.7% | 13 qtrs — |
| 21 | NUVEEN, LLC | 82.4K -139.6K (-62.9%) | 1.23M -2.3M (-64.8%) | 0.49% -0.841 pp | 0.00% -0.001 pp | USD16.14 -7.7% | 4 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 74.2K -54.8K (-42.5%) | 1.11M -923.4K (-45.5%) | 0.44% -0.331 pp | 0.00% 0.000 pp | USD31.40 -52.5% | 41 qtrs — |
| 23 | MARTINGALE ASSET MANAGEMENT L P | 73.8K +8.6K (+13.1%) | 1.10M +73.3K (+7.1%) | 0.44% +0.049 pp | 0.03% +0.002 pp | USD25.79 -42.2% | 17 qtrs — |
| 24 | CWA ASSET MANAGEMENT GROUP, LLC | 71.3K +10.4K (+17.2%) | 1.06M +105.0K (+11.0%) | 0.43% +0.061 pp | 0.04% +0.003 pp | USD19.32 -22.9% | 6 qtrs — |
| 25 | COMMONS CAPITAL, LLC | 69.3K +5.0K (+7.8%) | 1.03M +21.1K (+2.1%) | 0.41% +0.028 pp | 0.69% +0.035 pp | USD16.28 -8.5% | 4 qtrs — |
| 26 | AVIANCE CAPITAL PARTNERS, LLC | 63.6K -1.3K (-2.1%) | 947.6K -73.9K (-7.2%) | 0.38% -0.010 pp | 0.11% -0.012 pp | USD17.71 -15.9% | 5 qtrs — |
| 27 | BARCLAYS PLC | 60.0K +9.3K (+18.4%) | 893.8K -392.3K (-30.5%) | 0.36% +0.054 pp | 0.00% 0.000 pp | USD23.70 -37.1% | 41 qtrs — |
| 28 | MILLENNIUM MANAGEMENT LLC | 58.6K -2.5K (-4.1%) | 872.5K -87.8K (-9.1%) | 0.35% -0.017 pp | 0.00% +0.000 pp | USD20.26 -26.5% | 17 qtrs — |
| 29 | QUANTINNO CAPITAL MANAGEMENT LP | 57.5K -318.0 (-0.6%) | 856.5K -52.7K (-5.8%) | 0.34% -0.004 pp | 0.00% -0.001 pp | USD16.13 -7.6% | 3 qtrs — |
| 30 | AMERIPRISE FINANCIAL INC | 57.3K -19.3K (-25.2%) | 853.7K -351.4K (-29.2%) | 0.34% -0.118 pp | 0.00% 0.000 pp | USD20.94 -28.8% | 30 qtrs — |
| 31 | PRICE T ROWE ASSOCIATES INC /MD/ | 51.8K +7.4K (+16.8%) | 772.0K +74.0K (+10.6%) | 0.31% +0.043 pp | 0.00% +0.000 pp | USD24.35 -38.8% | 40 qtrs — |
| 32 | RUSSELL INVESTMENTS GROUP, LTD. | 49.2K +2.0K (+4.2%) | 732.9K -9.7K (-1.3%) | 0.29% +0.010 pp | 0.00% +0.000 pp | USD16.69 -10.7% | 37 qtrs — |
| 33 | JPMORGAN CHASE & CO | 46.4K +5.9K (+14.6%) | 691.9K +54.6K (+8.6%) | 0.28% +0.034 pp | 0.00% +0.000 pp | USD21.76 -31.5% | 41 qtrs — |
| 34 | LINDEN THOMAS ADVISORY SERVICES, LLC | 46.1K -1.4K (-2.9%) | 687.4K -60.3K (-8.1%) | 0.28% -0.010 pp | 0.07% -0.006 pp | USD26.50 -43.8% | 13 qtrs — |
| 35 | AQR CAPITAL MANAGEMENT LLC | 45.4K -20.6K (-31.2%) | 677.0K -361.8K (-34.8%) | 0.27% -0.125 pp | 0.00% 0.000 pp | USD18.80 -20.7% | 9 qtrs — |
| 36 | JEFFERIES FINANCIAL GROUP INC. | 45.0K +45.0K (+100.0%) | 670.7K +670.7K (+100.0%) | 0.27% +0.269 pp | 0.00% +0.003 pp | USD14.90 +0.0% | 1 qtrs NEW |
| 37 | GLOBEFLEX CAPITAL L P | 41.5K -11.7K (-21.9%) | 618.4K -217.7K (-26.0%) | 0.25% -0.071 pp | 0.09% -0.034 pp | USD26.94 -44.7% | 36 qtrs — |
| 38 | NUMERAI GP LLC | 39.8K -74.6K (-65.2%) | 593.5K -1.2M (-67.0%) | 0.24% -0.449 pp | 0.07% -0.182 pp | USD16.47 -9.5% | 4 qtrs — |
| 39 | RHUMBLINE ADVISERS | 33.7K -3.3K (-9.0%) | 502.8K -80.3K (-13.8%) | 0.20% -0.021 pp | 0.00% 0.000 pp | USD34.22 -56.5% | 40 qtrs — |
| 40 | INVESCO LTD. | 32.7K -1.5K (-4.4%) | 487.7K -51.0K (-9.5%) | 0.20% -0.010 pp | 0.00% +0.000 pp | USD23.96 -37.8% | 41 qtrs — |
| 41 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 31.5K -892.0 (-2.8%) | 470.0K -40.2K (-7.9%) | 0.19% -0.006 pp | 0.00% 0.000 pp | USD16.02 -7.0% | 4 qtrs — |
| 42 | INSPIRE INVESTING, LLC | 31.4K +2.3K (+7.9%) | 467.5K +10.1K (+2.2%) | 0.19% +0.013 pp | 0.04% -0.003 pp | USD15.67 -4.9% | 2 qtrs — |
| 43 | AMERICAN CENTURY COMPANIES INC | 30.4K -24.0 (-0.1%) | 452.3K -25.6K (-5.4%) | 0.18% -0.001 pp | 0.00% +0.000 pp | USD25.47 -41.5% | 11 qtrs — |
| 44 | UBS GROUP AG | 30.3K +14.7K (+93.4%) | 452.0K +205.3K (+83.2%) | 0.18% +0.087 pp | 0.00% +0.000 pp | USD16.50 -9.7% | 41 qtrs — |
| 45 | SCHONFELD STRATEGIC ADVISORS LLC | 30.2K +13.2K (+77.9%) | 450.1K +183.0K (+68.5%) | 0.18% +0.079 pp | 0.00% +0.001 pp | USD15.79 -5.6% | 4 qtrs — |
| 46 | SQUAREPOINT OPS LLC | 29.9K +29.9K (+100.0%) | 446.0K +446.0K (+100.0%) | 0.18% +0.179 pp | 0.00% +0.001 pp | USD14.90 +0.0% | 4 qtrs — |
| 47 | JACOBS LEVY EQUITY MANAGEMENT, INC | 27.4K -34.7K (-55.9%) | 408.4K -568.7K (-58.2%) | 0.16% -0.209 pp | 0.00% -0.002 pp | USD23.93 -37.7% | 16 qtrs — |
| 48 | JANNEY MONTGOMERY SCOTT LLC | 25.5K -4.1K (-13.8%) | 380.0K -86.0K (-18.5%) | 0.15% -0.025 pp | 0.00% 0.000 pp | USD23.58 -36.8% | 8 qtrs — |
| 49 | JANE STREET GROUP, LLC | 24.1K -32.1K (-57.1%) | 359.2K -524.2K (-59.3%) | 0.14% -0.193 pp | 0.00% 0.000 pp | USD16.65 -10.5% | 8 qtrs — |
| 50 | PRELUDE CAPITAL MANAGEMENT, LLC | 23.2K +23.2K (+100.0%) | 345.7K +345.7K (+100.0%) | 0.14% +0.139 pp | 0.03% +0.025 pp | USD14.90 +0.0% | 1 qtrs NEW |
| 51 | ALLIANCEBERNSTEIN L.P. | 23.2K +2.1K (+10.0%) | 345.6K +13.8K (+4.2%) | 0.14% +0.012 pp | 0.00% +0.000 pp | USD24.69 -39.7% | 39 qtrs — |
| 52 | FMR LLC | 20.3K +4.2K (+26.1%) | 301.7K +49.0K (+19.4%) | 0.12% +0.025 pp | 0.00% +0.000 pp | USD19.33 -22.9% | 38 qtrs — |
| 53 | STERLING CAPITAL MANAGEMENT LLC | 17.6K -176.0 (-1.0%) | 261.6K -17.3K (-6.2%) | 0.10% -0.002 pp | 0.00% +0.000 pp | USD20.70 -28.0% | 6 qtrs — |
| 54 | WELLS FARGO & COMPANY/MN | 17.5K +5.5K (+45.9%) | 260.5K +72.0K (+38.2%) | 0.10% +0.033 pp | 0.00% +0.000 pp | USD19.56 -23.8% | 41 qtrs — |
| 55 | CITADEL ADVISORS LLC | 16.9K +2.3K (+15.8%) | 251.8K +22.2K (+9.6%) | 0.10% +0.013 pp | 0.00% +0.000 pp | USD18.67 -20.2% | 12 qtrs — |
| 56 | CREATIVE PLANNING | 16.8K -40.0 (-0.2%) | 251.0K -14.6K (-5.5%) | 0.10% -0.001 pp | 0.00% +0.000 pp | USD15.73 -5.3% | 2 qtrs — |
| 57 | EXCHANGE TRADED CONCEPTS, LLC | 16.6K -82.0 (-0.5%) | 247.0K -15.0K (-5.7%) | 0.10% -0.001 pp | 0.00% 0.000 pp | USD16.55 -10.0% | 9 qtrs — |
| 58 | ENGINEERS GATE MANAGER LP | 15.6K -6.2K (-28.3%) | 232.6K -110.0K (-32.1%) | 0.09% -0.038 pp | 0.00% -0.001 pp | USD19.40 -23.2% | 5 qtrs — |
| 59 | VERITION FUND MANAGEMENT LLC | 15.3K -16.0 (-0.1%) | 228.0K -13.0K (-5.4%) | 0.09% -0.001 pp | 0.00% 0.000 pp | USD16.63 -10.4% | 4 qtrs — |
| 60 | DEUTSCHE BANK AG\ | 13.6K -23.2K (-63.1%) | 202.4K -376.4K (-65.0%) | 0.08% -0.140 pp | 0.00% 0.000 pp | USD19.87 -25.0% | 41 qtrs — |
| 61 | SEI INVESTMENTS CO | 13.4K +188.0 (+1.4%) | 200.3K -8.2K (-3.9%) | 0.08% +0.001 pp | 0.00% +0.000 pp | USD16.22 -8.1% | 3 qtrs — |
| 62 | HARBOR CAPITAL ADVISORS, INC. | 13.3K +1.3K (+11.2%) | 199.0K +10.0K (+5.3%) | 0.08% +0.008 pp | 0.02% +0.001 pp | USD21.68 -31.3% | 8 qtrs — |
| 63 | XTX TOPCO LTD | 13.3K +13.3K (+100.0%) | 198.8K +198.8K (+100.0%) | 0.08% +0.080 pp | 0.01% +0.005 pp | USD14.90 +0.0% | 4 qtrs — |
| 64 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 12.6K +— (+0.0%) | 188.4K -10.5K (-5.3%) | 0.08% 0.000 pp | 0.00% +0.000 pp | USD45.23 -67.1% | 26 qtrs — |
| 65 | D. E. SHAW & CO., INC. | 12.2K +12.2K (+100.0%) | 182.2K +182.2K (+100.0%) | 0.07% +0.073 pp | 0.00% +0.000 pp | USD14.90 +0.0% | 1 qtrs NEW |
| 66 | KLP KAPITALFORVALTNING AS | 11.6K +— (+0.0%) | 172.8K -9.6K (-5.3%) | 0.07% 0.000 pp | 0.00% 0.000 pp | USD20.64 -27.8% | 5 qtrs — |
| 67 | FIRST TRUST ADVISORS LP | 11.3K -860.0 (-7.1%) | 167.8K -22.9K (-12.0%) | 0.07% -0.006 pp | 0.00% +0.000 pp | USD25.72 -42.1% | 22 qtrs — |
| 68 | RITHOLTZ WEALTH MANAGEMENT | 10.5K -3.9K (-27.2%) | 157.0K -70.6K (-31.0%) | 0.06% -0.024 pp | 0.00% -0.002 pp | USD15.73 -5.3% | 2 qtrs — |
| 69 | METLIFE INVESTMENT MANAGEMENT, LLC | 8.3K +— (+0.0%) | 123.5K -6.9K (-5.3%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD42.20 -64.7% | 33 qtrs — |
| 70 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 7.2K -86.0 (-1.2%) | 107.6K -7.3K (-6.4%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD22.27 -33.1% | 7 qtrs — |
| 71 | AQUATIC CAPITAL MANAGEMENT LLC | 6.4K -11.9K (-65.0%) | 94.9K -191.8K (-66.9%) | 0.04% -0.071 pp | 0.00% -0.003 pp | USD18.25 -18.4% | 7 qtrs — |
| 72 | CWM, LLC | 6.0K -898.0 (-13.0%) | 89.0K -19.0K (-17.6%) | 0.04% -0.006 pp | 0.00% 0.000 pp | USD18.94 -21.3% | 17 qtrs — |
| 73 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 4.9K -165.0 (-3.2%) | 73.7K -6.7K (-8.3%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD18.73 -20.4% | 5 qtrs — |
| 74 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3.8K -3.5K (-47.8%) | 56.4K -57.7K (-50.6%) | 0.02% -0.021 pp | 0.00% 0.000 pp | USD24.63 -39.5% | 12 qtrs — |
| 75 | ADVISOR GROUP HOLDINGS, INC. | 3.6K +85.0 (+2.4%) | 53.8K -4.4K (-7.6%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD19.60 -24.0% | 24 qtrs — |
| 76 | BNP PARIBAS ARBITRAGE, SNC | 3.6K +205.0 (+6.0%) | 53.6K +238.0 (+0.4%) | 0.02% +0.001 pp | 0.00% +0.000 pp | USD18.39 -19.0% | 41 qtrs — |
| 77 | CALDWELL SUTTER CAPITAL, INC. | 3.3K -406.0 (-10.8%) | 49.8K -9.2K (-15.5%) | 0.02% -0.003 pp | 0.02% -0.004 pp | USD28.25 -47.3% | 13 qtrs — |
| 78 | QUEST PARTNERS LLC | 3.1K -7.0K (-69.3%) | 46.0K -111.9K (-70.9%) | 0.02% -0.042 pp | 0.00% -0.008 pp | USD16.08 -7.3% | 7 qtrs — |
| 79 | STRS OHIO | 3.0K +— (+0.0%) | 44.7K -2.5K (-5.3%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD38.62 -61.4% | 21 qtrs — |
| 80 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 2.8K +2.8K (+100.0%) | 41.0K +41.0K (+100.0%) | 0.02% +0.017 pp | 0.00% +0.000 pp | USD14.90 +0.0% | 1 qtrs NEW |
| 81 | VIRTUE CAPITAL MANAGEMENT, LLC | 10.0K +— (+0.0%) | 34.8K -8.1K (-18.9%) | 0.06% 0.000 pp | 0.00% -0.003 pp | USD15.73 -5.3% | 2 qtrs — |
| 82 | ROYAL BANK OF CANADA | 2.2K -60.0 (-2.7%) | 32.0K -3.0K (-8.6%) | 0.01% 0.000 pp | 0.00% +0.000 pp | USD19.42 -23.3% | 41 qtrs — |
| 83 | PNC FINANCIAL SERVICES GROUP, INC. | 1.7K -141.0 (-7.6%) | 25.7K -3.6K (-12.4%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD16.64 -10.5% | 41 qtrs — |
| 84 | SIMPLEX TRADING, LLC | 1.7K -106.0 (-5.9%) | 25.2K -2.8K (-10.0%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD18.68 -20.2% | 12 qtrs — |
| 85 | NEW YORK STATE COMMON RETIREMENT FUND | 1.7K +— (+0.0%) | 24.7K -1.4K (-5.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD19.08 -21.9% | 41 qtrs — |
| 86 | LEGAL & GENERAL GROUP PLC | 1.5K +— (+0.0%) | 21.7K -1.2K (-5.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD29.12 -48.8% | 41 qtrs — |
| 87 | CITIGROUP INC | 1.5K -383.0 (-20.8%) | 21.7K -7.2K (-25.0%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD25.78 -42.2% | 41 qtrs — |
| 88 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1.4K +— (+0.0%) | 21.0K -1.0K (-4.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD23.60 -36.9% | 14 qtrs — |
| 89 | AMERITAS INVESTMENT PARTNERS, INC. | 1.4K +— (+0.0%) | 20.3K -1.1K (-5.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD44.80 -66.7% | 36 qtrs — |
| 90 | PINNACLE WEALTH PLANNING SERVICES, INC. | 1.3K +1.3K (+100.0%) | 18.8K +18.8K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.002 pp | USD14.90 +0.0% | 1 qtrs NEW |
| 91 | SBI SECURITIES CO., LTD. | 1.1K +404.0 (+54.4%) | 17.1K +5.4K (+46.3%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD17.45 -14.6% | 5 qtrs — |
| 92 | TRIUMPH CAPITAL MANAGEMENT | 1.1K +752.0 (+214.9%) | 16.4K +10.9K (+198.2%) | 0.01% +0.005 pp | 0.00% +0.002 pp | USD15.16 -1.7% | 2 qtrs — |
| 93 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 953.00 -168.0 (-15.0%) | 14.2K -3.4K (-19.5%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD32.93 -54.8% | 41 qtrs — |
| 94 | CIBC PRIVATE WEALTH GROUP, LLC | 900.00 +— (+0.0%) | 13.4K -747.0 (-5.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD23.69 -37.1% | 8 qtrs — |
| 95 | NISA INVESTMENT ADVISORS, LLC | 891.00 +732.0 (+460.4%) | 13.3K +10.8K (+430.8%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD15.16 -1.7% | 3 qtrs — |
| 96 | TOWER RESEARCH CAPITAL LLC (TRC) | 736.00 +58.0 (+8.6%) | 11.0K +301.0 (+2.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.29 -13.8% | 34 qtrs — |
| 97 | VERSANT CAPITAL MANAGEMENT, INC | 708.00 +697.0 (+6,336.4%) | 10.5K +10.4K (+5,997.7%) | 0.00% +0.004 pp | 0.00% +0.001 pp | USD14.94 -0.3% | 6 qtrs — |
| 98 | EVERSOURCE WEALTH ADVISORS, LLC | 683.00 -565.0 (-45.3%) | 10.2K -9.5K (-48.2%) | 0.00% -0.003 pp | 0.00% 0.000 pp | USD16.40 -9.1% | 11 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | OneAscent Small Cap Core ETF OASC | 0.38% | 324.2K | 0.64% |
| 2 | Hartford Multifactor Small Cap ETF ROSC | 0.36% | 220.8K | 0.34% |
| 3 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.33% | 837.5K | 0.12% |
| 4 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.32% | 93.3K | 0.60% |
| 5 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.28% | 468.2K | 0.51% |
| 6 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 658.7K | 0.53% |
| 7 | First Trust Active Factor Small Cap ETF AFSM | 0.18% | 197.4K | 0.75% |
| 8 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.12% | 106.1K | 0.89% |
| 9 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.05% | 24.5K | 0.35% |
| 10 | WisdomTree U.S. SmallCap Fund EES | 0.04% | 295.5K | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-16 | Bilotto Christopher J. | Officer | F-InKind | D | Class A Common Stock | 1,983 | 17.28 | 34.3K | 19,032 | D | ↗ |
| 2023-10-01 | Bilotto Christopher J. | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 7,370 | — | ↗ |
| 2023-09-18 | MURRAY JOHN G. | Officer | F-InKind | D | Class A Common Stock | 1,588 | 24.99 | 39.7K | 28,851 | — | ↗ |
| 2023-09-18 | Francis Jennifer F. | Officer | F-InKind | D | Class A Common Stock | 1,866 | 24.99 | 46.6K | 19,414 | — | ↗ |
| 2023-09-18 | CLARK JENNIFER B | Director / Officer | F-InKind | D | Class A Common Stock | 2,399 | 24.99 | 60.0K | 46,017 | — | ↗ |
| 2023-09-13 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 12,000 | 0.00 | — | 109,938 | — | ↗ |
| 2023-09-13 | MURRAY JOHN G. | Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 30,439 | — | ↗ |
| 2023-09-13 | Jordan Matthew P. | Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 39,201 | — | ↗ |
| 2023-09-13 | Francis Jennifer F. | Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 21,280 | — | ↗ |
| 2023-09-13 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 48,416 | — | ↗ |
| 2023-03-29 | Watkins Walter C. Jr. | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 21,000 | — | ↗ |
| 2023-03-29 | Veitch Jonathan | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 12,000 | — | ↗ |
| 2023-03-29 | Plevneliev Rosen | Director | F-InKind | D | Class A Common Stock | 450 | 25.80 | 11.6K | 16,575 | — | ↗ |
| 2023-03-29 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 97,938 | — | ↗ |
| 2023-03-29 | Logan Ann | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 23,578 | — | ↗ |
| 2023-03-29 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 42,416 | — | ↗ |
| 2022-09-19 | PERTCHIK JONATHAN | Officer | F-InKind | D | Class A Common Stock | 769 | 25.89 | 19.9K | 14,763 | — | ↗ |
| 2022-09-19 | MURRAY JOHN G. | Officer | F-InKind | D | Class A Common Stock | 2,227 | 25.89 | 57.7K | 24,439 | — | ↗ |
| 2022-09-19 | Francis Jennifer F. | Officer | F-InKind | D | Class A Common Stock | 1,474 | 25.89 | 38.2K | 15,280 | — | ↗ |
| 2022-09-19 | CLARK JENNIFER B | Director / Officer | F-InKind | D | Class A Common Stock | 2,227 | 25.89 | 57.7K | 39,416 | — | ↗ |
| 2022-09-14 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 12,000 | 0.00 | — | 94,938 | — | ↗ |
| 2022-09-14 | PERTCHIK JONATHAN | Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 15,532 | — | ↗ |
| 2022-09-14 | MURRAY JOHN G. | Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 26,666 | — | ↗ |
| 2022-09-14 | Jordan Matthew P. | Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 33,201 | — | ↗ |
| 2022-09-14 | Francis Jennifer F. | Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 16,754 | — | ↗ |
| 2022-09-14 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 6,000 | 0.00 | — | 41,643 | — | ↗ |
| 2022-05-11 | Tremont Realty Capital LLC | 10% Owner | — | I | Common Shares of Beneficial Interest | 0 | 0.00 | — | 1,708,058 | — | ↗ |
| 2021-09-30 | Tremont Realty Capital LLC | 10% Owner | D-Return | D | Common Shares of Beneficial Interest | 1,600,100 | 0.00 | — | 0 | — | ↗ |
| 2021-09-20 | PERTCHIK JONATHAN | Officer | F-InKind | D | Class A Common Stock | 480 | 33.20 | 15.9K | 9,520 | — | ↗ |
| 2021-09-20 | Mintzer Jennifer F. | Officer | F-InKind | D | Class A Common Stock | 1,074 | 33.20 | 35.7K | 10,754 | — | ↗ |
| 2021-09-20 | MURRAY JOHN G. | Officer | F-InKind | D | Class A Common Stock | 2,063 | 33.20 | 68.5K | 20,666 | — | ↗ |
| 2021-09-20 | CLARK JENNIFER B | Director / Officer | F-InKind | D | Class A Common Stock | 2,065 | 33.20 | 68.6K | 32,651 | — | ↗ |
| 2021-09-15 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 10,000 | 0.00 | — | 79,938 | — | ↗ |
| 2021-09-15 | PERTCHIK JONATHAN | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 10,000 | — | ↗ |
| 2021-09-15 | Mintzer Jennifer F. | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 11,828 | — | ↗ |
| 2021-09-15 | MURRAY JOHN G. | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 22,729 | — | ↗ |
| 2021-09-15 | Jordan Matthew P. | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 27,201 | — | ↗ |
| 2021-09-15 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 34,716 | — | ↗ |
| 2021-03-11 | Watkins Walter C. Jr. | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 15,000 | — | ↗ |
| 2021-03-11 | Veitch Jonathan | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 6,000 | — | ↗ |
| 2021-03-11 | Plevneliev Rosen | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 11,925 | — | ↗ |
| 2021-03-11 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 69,938 | — | ↗ |
| 2021-03-11 | Logan Ann | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 17,244 | — | ↗ |
| 2021-03-11 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 29,716 | — | ↗ |
| 2020-10-01 | Mintzer Jennifer F. | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 6,828 | — | ↗ |
| 2020-09-21 | MURRAY JOHN G. | Officer | F-InKind | D | Class A Common Stock | 2,058 | 28.11 | 57.9K | 17,729 | — | ↗ |
| 2020-09-21 | CLARK JENNIFER B | Director / Officer | F-InKind | D | Class A Common Stock | 2,058 | 28.11 | 57.9K | 26,716 | — | ↗ |
| 2020-09-21 | BLACKMAN DAVID M. | Officer | F-InKind | D | Class A Common Stock | 2,058 | 28.11 | 57.9K | 17,641 | — | ↗ |
| 2020-09-17 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 10,000 | 0.00 | — | 66,938 | — | ↗ |
| 2020-09-17 | PERTCHIK JONATHAN | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 5,000 | — | ↗ |
| 2020-09-17 | MURRAY JOHN G. | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 19,787 | — | ↗ |
| 2020-09-17 | Jordan Matthew P. | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 22,201 | — | ↗ |
| 2020-09-17 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 28,774 | — | ↗ |
| 2020-09-17 | BLACKMAN DAVID M. | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 19,699 | — | ↗ |
| 2020-06-23 | Veitch Jonathan | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2020-03-11 | Watkins Walter C. Jr. | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 12,000 | — | ↗ |
| 2020-03-11 | Plevneliev Rosen | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 9,375 | — | ↗ |
| 2020-03-11 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 56,938 | — | ↗ |
| 2020-03-11 | Logan Ann | Director | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 13,556 | — | ↗ |
| 2020-03-11 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 23,774 | — | ↗ |
| 2019-12-16 | PERTCHIK JONATHAN | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-09-25 | REBHOLZ ANDREW J | Officer | F-InKind | D | Class A Common Stock | 709 | 44.60 | 31.6K | 11,015 | — | ↗ |
| 2019-09-25 | MURRAY JOHN G. | Officer | F-InKind | D | Class A Common Stock | 1,620 | 44.60 | 72.3K | 14,787 | — | ↗ |
| 2019-09-25 | CLARK JENNIFER B | Director / Officer | F-InKind | D | Class A Common Stock | 1,620 | 44.60 | 72.3K | 20,774 | — | ↗ |
| 2019-09-25 | BLACKMAN DAVID M. | Officer | F-InKind | D | Class A Common Stock | 1,620 | 44.60 | 72.3K | 14,699 | — | ↗ |
| 2019-09-18 | REBHOLZ ANDREW J | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 11,724 | — | ↗ |
| 2019-09-18 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 10,000 | 0.00 | — | 53,938 | — | ↗ |
| 2019-09-18 | MURRAY JOHN G. | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 16,407 | — | ↗ |
| 2019-09-18 | Jordan Matthew P. | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 17,201 | — | ↗ |
| 2019-09-18 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 22,394 | — | ↗ |
| 2019-09-18 | BLACKMAN DAVID M. | Officer | A-Award | A | Class A Common Stock | 5,000 | 0.00 | — | 16,319 | — | ↗ |
| 2019-07-01 | SENIOR HOUSING PROPERTIES TRUST | 10% Owner | S-Sale | D | Class A Common Stock, par value $0.001 | 2,637,408 | 40.00 | 105.50M | 0 | — | ↗ |
| 2019-07-01 | OFFICE PROPERTIES INCOME TRUST | 10% Owner | S-Sale | D | Class A Common Stock, par value $0.001 | 2,801,060 | 40.00 | 112.04M | 0 | — | ↗ |
| 2019-07-01 | HOSPITALITY PROPERTIES TRUST | 10% Owner | S-Sale | D | Class A Common Stock, par value $0.001 | 2,503,777 | 40.00 | 100.15M | 0 | — | ↗ |
| 2019-06-05 | Watkins Walter C. Jr. | Director | G-Gift | D | Class A Common Stock | 500 | 0.00 | — | 9,000 | — | ↗ |
| 2019-05-21 | Tremont Realty Advisors LLC | 10% Owner | A-Award | A | Common Shares of Beneficial Interest | 1,000,000 | 5.65 | 5.65M | 1,600,100 | — | ↗ |
| 2019-04-03 | Watkins Walter C. Jr. | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 9,500 | — | ↗ |
| 2019-04-03 | Plevneliev Rosen | Director | F-InKind | D | Class A Common Stock | 375 | 62.75 | 23.5K | 6,375 | — | ↗ |
| 2019-04-03 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 43,938 | — | ↗ |
| 2019-04-03 | Logan Ann | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 10,227 | — | ↗ |
| 2019-04-03 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 17,394 | — | ↗ |
| 2018-12-31 | SELECT INCOME REIT | 10% Owner | J-Other | D | Class A Common Stock, par value $0.001 | 1,586,836 | 0.00 | — | 0 | — | ↗ |
| 2018-12-31 | GOVERNMENT PROPERTIES INCOME TRUST | 10% Owner | — | D | Class A Common Stock, par value $0.001 | 0 | 0.00 | — | 2,801,061 | — | ↗ |
| 2018-09-24 | REBHOLZ ANDREW J | Officer | F-InKind | D | Class A Common Stock | 402 | 92.80 | 37.3K | 6,724 | — | ↗ |
| 2018-09-24 | POPEO JOHN C. | Officer | F-InKind | D | Class A Common Stock | 1,101 | 92.80 | 102.2K | 11,262 | — | ↗ |
| 2018-09-24 | MURRAY JOHN G. | Officer | F-InKind | D | Class A Common Stock | 1,101 | 92.80 | 102.2K | 11,407 | — | ↗ |
| 2018-09-24 | MACKEY BRUCE J. JR. | Officer | F-InKind | D | Class A Common Stock | 729 | 92.80 | 67.7K | 11,297 | — | ↗ |
| 2018-09-24 | KLEIFGES MARK L. | Officer | F-InKind | D | Class A Common Stock | 1,101 | 92.80 | 102.2K | 11,688 | — | ↗ |
| 2018-09-24 | CLARK JENNIFER B | Director / Officer | F-InKind | D | Class A Common Stock | 1,101 | 92.80 | 102.2K | 14,894 | — | ↗ |
| 2018-09-24 | BLACKMAN DAVID M. | Officer | F-InKind | D | Class A Common Stock | 1,101 | 92.80 | 102.2K | 11,319 | — | ↗ |
| 2018-09-13 | REBHOLZ ANDREW J | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 7,126 | — | ↗ |
| 2018-09-13 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 8,000 | 0.00 | — | 41,438 | — | ↗ |
| 2018-09-13 | POPEO JOHN C. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 12,363 | — | ↗ |
| 2018-09-13 | MURRAY JOHN G. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 12,508 | — | ↗ |
| 2018-09-13 | MACKEY BRUCE J. JR. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 12,026 | — | ↗ |
| 2018-09-13 | KLEIFGES MARK L. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 12,789 | — | ↗ |
| 2018-09-13 | Jordan Matthew P. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 12,201 | — | ↗ |
| 2018-09-13 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 15,995 | — | ↗ |
| 2018-09-13 | BLACKMAN DAVID M. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 12,420 | — | ↗ |
| 2018-03-28 | Watkins Walter C. Jr. | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 7,000 | — | ↗ |
| 2018-03-28 | Plevneliev Rosen | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 4,625 | — | ↗ |
| 2018-03-28 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 33,438 | — | ↗ |
| 2018-03-28 | Logan Ann | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 7,608 | — | ↗ |
| 2018-03-28 | CLARK JENNIFER B | Director / Officer | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 11,995 | — | ↗ |
| 2018-02-27 | Watkins Walter C. Jr. | Director | G-Gift | D | Class A Common Stock | 500 | 0.00 | — | 4,500 | — | ↗ |
| 2018-01-01 | REBHOLZ ANDREW J | Officer | — | D | Class A Common Stock of Issuer, par value $0.001 per share | 0 | 0.00 | — | 3,126 | — | ↗ |
| 2017-09-19 | POPEO JOHN C. | Officer | F-InKind | D | Class A Common Stock | 746 | 51.55 | 38.5K | 8,363 | — | ↗ |
| 2017-09-19 | O'BRIEN THOMAS M | Officer | F-InKind | D | Class A Common Stock | 489 | 51.55 | 25.2K | 7,857 | — | ↗ |
| 2017-09-19 | MURRAY JOHN G. | Officer | F-InKind | D | Class A Common Stock | 746 | 51.55 | 38.5K | 8,508 | — | ↗ |
| 2017-09-19 | MACKEY BRUCE J. JR. | Officer | F-InKind | D | Class A Common Stock | 515 | 51.55 | 26.5K | 8,026 | — | ↗ |
| 2017-09-19 | KLEIFGES MARK L. | Officer | F-InKind | D | Class A Common Stock | 746 | 51.55 | 38.5K | 8,789 | — | ↗ |
| 2017-09-19 | CLARK JENNIFER B | Officer | F-InKind | D | Class A Common Stock | 746 | 51.55 | 38.5K | 9,495 | — | ↗ |
| 2017-09-19 | BLACKMAN DAVID M. | Officer | F-InKind | D | Class A Common Stock | 746 | 51.55 | 38.5K | 8,420 | — | ↗ |
| 2017-09-18 | Tremont Realty Advisors LLC | 10% Owner | A-Award | A | Common Shares of Beneficial Interest | 600,000 | 20.00 | 12.00M | 600,100 | — | ↗ |
| 2017-09-14 | PORTNOY BARRY M. | Director / Officer | A-Award | A | Class A Common Stock | 8,000 | 0.00 | — | 40,883 | — | ↗ |
| 2017-09-14 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 8,000 | 0.00 | — | 30,938 | — | ↗ |
| 2017-09-14 | POPEO JOHN C. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 9,109 | — | ↗ |
| 2017-09-14 | O'BRIEN THOMAS M | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 8,346 | — | ↗ |
| 2017-09-14 | MURRAY JOHN G. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 9,254 | — | ↗ |
| 2017-09-14 | MACKEY BRUCE J. JR. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 8,541 | — | ↗ |
| 2017-09-14 | KLEIFGES MARK L. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 9,535 | — | ↗ |
| 2017-09-14 | Jordan Matthew P. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 8,201 | — | ↗ |
| 2017-09-14 | HEGARTY DAVID J. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 9,606 | — | ↗ |
| 2017-09-14 | CLARK JENNIFER B | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 10,241 | — | ↗ |
| 2017-09-14 | BLACKMAN DAVID M. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 9,166 | — | ↗ |
| 2017-09-13 | Tremont Realty Advisors LLC | 10% Owner | — | D | Common Shares of Beneficial Interest | 0 | 0.00 | — | 100 | — | ↗ |
| 2017-03-29 | Watkins Walter C. Jr. | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 5,000 | — | ↗ |
| 2017-03-29 | Plevneliev Rosen | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2017-03-29 | PORTNOY BARRY M. | Director / Officer | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 32,546 | — | ↗ |
| 2017-03-29 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 22,938 | — | ↗ |
| 2017-03-29 | Logan Ann | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 5,000 | — | ↗ |
| 2016-09-26 | O'BRIEN THOMAS M | Officer | F-InKind | D | Class A Common Stock | 233 | 40.25 | 9.4K | 4,346 | — | ↗ |
| 2016-09-26 | MURRAY JOHN G. | Officer | F-InKind | D | Class A Common Stock | 354 | 40.25 | 14.2K | 5,254 | — | ↗ |
| 2016-09-26 | MACKEY BRUCE J. JR. | Officer | F-InKind | D | Class A Common Stock | 245 | 40.25 | 9.9K | 4,541 | — | ↗ |
| 2016-09-26 | KLEIFGES MARK L. | Officer | F-InKind | D | Class A Common Stock | 354 | 40.25 | 14.2K | 5,535 | — | ↗ |
| 2016-09-26 | CLARK JENNIFER B | Officer | F-InKind | D | Class A Common Stock | 354 | 40.25 | 14.2K | 6,241 | — | ↗ |
| 2016-09-15 | PORTNOY BARRY M. | Director / Officer | A-Award | A | Class A Common Stock | 10,500 | 0.00 | — | 29,783 | — | ↗ |
| 2016-09-15 | PORTNOY ADAM D. | Director / Officer | A-Award | A | Class A Common Stock | 10,500 | 0.00 | — | 20,438 | — | ↗ |
| 2016-09-15 | POPEO JOHN C. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 5,109 | — | ↗ |
| 2016-09-15 | O'BRIEN THOMAS M | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 4,579 | — | ↗ |
| 2016-09-15 | MURRAY JOHN G. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 5,608 | — | ↗ |
| 2016-09-15 | MACKEY BRUCE J. JR. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 4,786 | — | ↗ |
| 2016-09-15 | KLEIFGES MARK L. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 5,889 | — | ↗ |
| 2016-09-15 | Jordan Matthew P. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 4,201 | — | ↗ |
| 2016-09-15 | HEGARTY DAVID J. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 5,606 | — | ↗ |
| 2016-09-15 | CLARK JENNIFER B | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 6,595 | — | ↗ |
| 2016-09-15 | BLACKMAN DAVID M. | Officer | A-Award | A | Class A Common Stock | 4,000 | 0.00 | — | 5,166 | — | ↗ |
| 2016-03-09 | ZEYTOONJIAN FREDERICK N | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2016-03-09 | Watkins Walter C. Jr. | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2016-03-09 | Logan Ann | Director | A-Award | A | Class A Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2015-12-10 | ZEYTOONJIAN FREDERICK N | Director | J-Other | D | Class A Common Stock, par value $0.001 | 205 | 14.03 | 2.9K | 0 | — | ↗ |
| 2015-11-27 | Select Income REIT | 10% Owner | J-Other | D | Class A Common Stock, par value $0.001 | 1,580,093 | 0.00 | — | 1,586,798 | — | ↗ |
| 2015-11-27 | SENIOR HOUSING PROPERTIES TRUST | 10% Owner | J-Other | D | Class A Common Stock, par value $0.001 | 2,635,379 | 0.00 | — | 2,637,408 | — | ↗ |
| 2015-11-27 | HOSPITALITY PROPERTIES TRUST | 10% Owner | J-Other | D | Class A Common Stock, par value $0.001 | 2,515,392 | 0.00 | — | 2,503,729 | — | ↗ |
| 2015-11-27 | Government Properties Income Trust | 10% Owner | J-Other | D | Class A Common Stock, par value $0.001 | 768,075 | 0.00 | — | 773,126 | — | ↗ |
| 2015-11-23 | ZEYTOONJIAN FREDERICK N | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-23 | Watkins Walter C. Jr. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-23 | Logan Ann | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | Select Income REIT | 10% Owner | — | D | Class A Common Stock, par value $0.001 | 0 | 0.00 | — | 3,166,891 | — | ↗ |
| 2015-11-16 | SENIOR HOUSING PROPERTIES TRUST | 10% Owner | — | D | Class A Common Stock, par value $0.001 | 0 | 0.00 | — | 5,272,787 | — | ↗ |
| 2015-11-16 | PORTNOY BARRY M | Director / Officer | — | I | Class B-1 Common Stock of Issuer, par value $0.001 per share | 550,000 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | PORTNOY ADAM | Director / Officer | — | I | Class B-1 Common Stock of Issuer, par value $0.001 per share | 450,000 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | POPEO JOHN C | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | O'BRIEN THOMAS M | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | MURRAY JOHN G | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | MACKEY BRUCE J JR | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | KLEIFGES MARK LAWRENCE | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | Jordan Matthew P. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | HOSPITALITY PROPERTIES TRUST | 10% Owner | — | D | Class A Common Stock, par value $0.001 | 0 | 0.00 | — | 5,019,121 | — | ↗ |
| 2015-11-16 | HEGARTY DAVID J | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | Government Properties Income Trust | 10% Owner | — | D | Class A Common Stock, par value $0.001 | 0 | 0.00 | — | 1,541,201 | — | ↗ |
| 2015-11-16 | CLARK JENNIFER B | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2015-11-16 | Blackman David M | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-06-17 | RMR ADVISORS INC | Other | J-Other | D | Common Shares of Beneficial Interest | 12,171 | 0.00 | — | 0 | — | ↗ |
| 2009-06-17 | PORTNOY BARRY M | Director | J-Other | D | Common Shares of Beneficial Interest | 12,171 | 0.00 | — | 0 | — | ↗ |
| 2009-06-17 | PORTNOY ADAM | Director / Officer | J-Other | D | Common Shares of Beneficial Interest | 12,171 | 0.00 | — | 0 | — | ↗ |
| 2009-06-17 | POPEO JOHN C | Officer | J-Other | D | Common Shares of Beneficial Interest | 576,344 | 0.00 | — | 0 | — | ↗ |
| 2009-06-17 | MARTIN GERARD M | Director | J-Other | D | Common Shares of Beneficial Interest | 100,308 | 0.00 | — | 0 | — | ↗ |
| 2009-06-17 | KLEIFGES MARK LAWRENCE | Officer | J-Other | D | Common Shares of Beneficial Interest | 8,645 | 0.00 | — | 0 | — | ↗ |
| 2009-06-17 | CLARK JENNIFER B | Officer | J-Other | D | Common Shares of Beneficial Interest | 1,153 | 0.00 | — | 0 | — | ↗ |
| 2009-02-03 | Somers Jeffrey P. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-10-24 | PORTNOY BARRY M | Director | J-Other | A | Common Shares of Beneficial Interest | 69,238 | 0.00 | — | 69,238 | — | ↗ |
| 2007-05-21 | DIAZ FERNANDO | Officer | — | D | Common shares of beneficial interest | 0 | 0.00 | — | 0 | — | ↗ |
| 2004-03-29 | PORTNOY BARRY M | Director | P-Purchase | A | Common Shares of Beneficial Interest | 4,150 | 14.94 | 62.0K | 16,252 | — | ↗ |
| 2004-03-29 | MARTIN GERARD M | Director | P-Purchase | A | Common Shares of Beneficial Interest | 4,150 | 14.94 | 62.0K | 16,252 | — | ↗ |
| 2003-12-18 | RMR ADVISORS INC | 10% Owner | — | D | Common Shares of Beneficial Interest | 0 | 0.00 | — | 7,000 | — | ↗ |
| 2003-12-18 | PORTNOY BARRY M | Director / 10% Owner | — | I | Common Shares of Beneficial Ownership | 0 | 0.00 | — | 7,000 | — | ↗ |
| 2003-12-18 | POPEO JOHN C | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2003-12-18 | MARTIN GERARD M | Director / 10% Owner | — | I | Common Shares of Beneficial Ownership | 0 | 0.00 | — | 7,000 | — | ↗ |
| 2003-12-18 | KLEIFGES MARK LAWRENCE | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2003-12-18 | CLARK JENNIFER B | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Adam Portnoy Managing Director, President and Chief Executive Officer | 375.0K | 2.30M | 2.08M | — | — | 62.1K | 4.82M | 43.18% | ↗ |
| 2 | 2025 | Jennifer B. Clark Former Managing Director, Executive Vice President, General Counsel and Secretary | 375.0K | 2.88M | 1.20M | — | — | 61.6K | 4.52M | 26.65% | ↗ |
| 3 | 2025 | Matthew P. Jordan Managing Director, Executive Vice President, Chief Operating Officer, Former Chief Financial Officer and Treasurer | 375.0K | 2.45M | 1.41M | — | — | 73.2K | 4.31M | 32.81% | ↗ |
| 4 | 2025 | Christopher J. Bilotto Executive Vice President | 375.0K | 950.0K | 1.15M | — | — | 35.2K | 2.52M | 45.92% | ↗ |
| 5 | 2025 | John G. Murray Executive Vice President | 37.5K | 191.3K | 700.0K | — | — | 46.6K | 975.3K | 71.77% | ↗ |
| 6 | 2025 | Jeffrey C. Leer Executive Vice President | 37.5K | 100.0K | 775.0K | — | — | 16.9K | 929.4K | 83.39% | ↗ |
| 7 | 2024 | Adam Portnoy Managing Director, President and Chief Executive Officer | 375.0K | 2.88M | 1.61M | — | — | 52.0K | 4.92M | 32.74% | ↗ |
| 8 | 2024 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 375.0K | 2.88M | 1.23M | — | — | 91.7K | 4.58M | 26.87% | ↗ |
| 9 | 2024 | Jennifer B. Clark Former Managing Director, Executive Vice President, General Counsel and Secretary | 375.0K | 2.88M | 1.23M | — | — | 91.7K | 4.58M | 26.87% | ↗ |
| 10 | 2024 | Matthew P. Jordan Managing Director, Executive Vice President, Chief Operating Officer, Former Chief Financial Officer and Treasurer | 375.0K | 2.52M | 1.25M | — | — | 103.1K | 4.25M | 29.42% | ↗ |
| 11 | 2024 | Matthew P. Jordan Executive Vice President, Chief Financial Officer and Treasurer | 375.0K | 2.52M | 1.25M | — | — | 103.1K | 4.25M | 29.42% | ↗ |
| 12 | 2024 | Jennifer F. Francis Former Executive Vice President | 170.5K | 2.25M | — | — | — | 61.8K | 2.48M | 0.00% | ↗ |
| 13 | 2024 | Christopher J. Bilotto Executive Vice President | 375.0K | 850.0K | 790.0K | — | — | 37.2K | 2.05M | 38.49% | ↗ |
| 14 | 2024 | John G. Murray Executive Vice President | 66.3K | 450.0K | 790.0K | — | — | 94.3K | 1.40M | 56.40% | ↗ |
| 15 | 2023 | Jonathan M. Pertchik Former Executive Vice President | 47.6K | 786.1K | 4.69M | — | — | 77.0K | 5.60M | 83.74% | ↗ |
| 16 | 2023 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 375.0K | 3.20M | 955.0K | — | — | 121.2K | 4.65M | 20.53% | ↗ |
| 17 | 2023 | Jennifer B. Clark Former Managing Director, Executive Vice President, General Counsel and Secretary | 375.0K | 3.20M | 955.0K | — | — | 121.2K | 4.65M | 20.53% | ↗ |
| 18 | 2023 | Matthew P. Jordan Executive Vice President, Chief Financial Officer and Treasurer | 375.0K | 2.80M | 970.1K | — | — | 118.4K | 4.26M | 22.75% | ↗ |
| 19 | 2023 | Matthew P. Jordan Managing Director, Executive Vice President, Chief Operating Officer, Former Chief Financial Officer and Treasurer | 375.0K | 2.80M | 970.1K | — | — | 118.4K | 4.26M | 22.75% | ↗ |
| 20 | 2023 | Adam Portnoy Managing Director, President and Chief Executive Officer | 375.0K | 3.20M | 590.9K | — | — | 46.8K | 4.21M | 14.03% | ↗ |
| 21 | 2023 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 375.0K | 3.20M | 590.9K | — | — | 46.8K | 4.21M | 14.03% | ↗ |
| 22 | 2023 | Jennifer F. Francis Former Executive Vice President | 375.0K | 1.50M | 887.8K | — | — | 91.7K | 2.85M | 31.10% | ↗ |
| 23 | 2023 | John G. Murray Executive Vice President | 75.0K | 450.0K | 946.3K | — | — | 138.2K | 1.61M | 58.79% | ↗ |
| 24 | 2022 | Jonathan M. Pertchik Executive Vice President | 75.0K | 525.0K | 5.71M | — | — | 55.5K | 6.36M | 89.70% | ↗ |
| 25 | 2022 | Jonathan M. Pertchik Former Executive Vice President | 75.0K | 525.0K | 5.71M | — | — | 55.5K | 6.36M | 89.70% | ↗ |
| 26 | 2022 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 375.0K | 2.90M | 1.28M | — | — | 104.1K | 4.66M | 27.55% | ↗ |
| 27 | 2022 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 375.0K | 2.90M | 830.1K | — | — | 43.5K | 4.15M | 20.01% | ↗ |
| 28 | 2022 | Adam Portnoy Managing Director, President and Chief Executive Officer | 375.0K | 2.90M | 830.1K | — | — | 43.5K | 4.15M | 20.01% | ↗ |
| 29 | 2022 | Matthew P. Jordan Executive Vice President, Chief Financial Officer and Treasurer | 375.0K | 2.30M | 1.26M | — | — | 97.9K | 4.03M | 31.22% | ↗ |
| 30 | 2022 | Jennifer F. Francis Former Executive Vice President | 375.0K | 1.35M | 1.04M | — | — | 62.3K | 2.83M | 36.85% | ↗ |
| 31 | 2022 | Jennifer F. Francis Executive Vice President | 375.0K | 1.35M | 1.04M | — | — | 62.3K | 2.83M | 36.85% | ↗ |
| 32 | 2022 | John G. Murray Executive Vice President | 225.0K | 1.05M | 1.08M | — | — | 111.7K | 2.47M | 43.82% | ↗ |
| 33 | 2021 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 350.0K | 2.70M | 1.55M | — | — | 156.4K | 4.76M | 32.66% | ↗ |
| 34 | 2021 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 350.0K | 2.70M | 1.05M | — | — | 171.6K | 4.27M | 24.63% | ↗ |
| 35 | 2021 | Adam Portnoy Managing Director, President and Chief Executive Officer | 350.0K | 2.70M | 1.05M | — | — | 171.6K | 4.27M | 24.63% | ↗ |
| 36 | 2021 | John G. Murray Executive Vice President | 350.0K | 2.10M | 1.54M | — | — | 160.4K | 4.15M | 37.15% | ↗ |
| 37 | 2021 | Matthew P. Jordan Executive Vice President, Chief Financial Officer and Treasurer | 350.0K | 1.80M | 1.19M | — | — | 150.6K | 3.49M | 34.03% | ↗ |
| 38 | 2021 | Jonathan M. Pertchik Former Executive Vice President | 75.0K | 400.0K | 2.80M | — | — | 53.6K | 3.33M | 84.11% | ↗ |
| 39 | 2021 | Jonathan M. Pertchik Executive Vice President | 75.0K | 400.0K | 2.80M | — | — | 53.6K | 3.33M | 84.11% | ↗ |
| 40 | 2021 | Jennifer F. Francis Former Executive Vice President | 350.0K | 1.00M | 1.26M | — | — | 57.0K | 2.67M | 47.24% | ↗ |
| 41 | 2021 | Jennifer F. Francis Executive Vice President | 350.0K | 1.00M | 1.26M | — | — | 57.0K | 2.67M | 47.24% | ↗ |
| 42 | 2020 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 350.0K | 2.68M | 1.09M | — | — | 97.1K | 4.21M | 25.91% | ↗ |
| 43 | 2020 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 350.0K | 2.68M | 1.09M | — | — | 97.1K | 4.21M | 25.91% | ↗ |
| 44 | 2020 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 350.0K | 2.68M | 693.3K | — | — | 38.7K | 3.76M | 18.45% | ↗ |
| 45 | 2020 | Adam Portnoy Managing Director, President and Chief Executive Officer | 350.0K | 2.68M | 693.3K | — | — | 38.7K | 3.76M | 18.45% | ↗ |
| 46 | 2020 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 350.0K | 2.68M | 693.3K | — | — | 38.7K | 3.76M | 18.45% | ↗ |
| 47 | 2020 | John G. Murray Executive Vice President | 350.0K | 2.00M | 1.22M | — | — | 91.7K | 3.66M | 33.29% | ↗ |
| 48 | 2020 | John G. Murray Executive Vice President | 350.0K | 2.00M | 1.22M | — | — | 91.7K | 3.66M | 33.29% | ↗ |
| 49 | 2020 | David M. Blackman Former Executive Vice President | 350.0K | 2.00M | 1.13M | — | — | 96.3K | 3.58M | 31.59% | ↗ |
| 50 | 2020 | Matthew P. Jordan Executive Vice President, Chief Financial Officer and Treasurer | 350.0K | 1.30M | 901.0K | — | — | 74.4K | 2.63M | 34.32% | ↗ |
| 51 | 2020 | Matthew P. Jordan Executive Vice President, Chief Financial Officer and Treasurer | 350.0K | 1.30M | 901.0K | — | — | 74.4K | 2.63M | 34.32% | ↗ |
| 52 | 2019 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 325.0K | 2.68M | 1.43M | — | — | 107.7K | 4.54M | 31.56% | ↗ |
| 53 | 2019 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 325.0K | 2.68M | 1.43M | — | — | 107.7K | 4.54M | 31.56% | ↗ |
| 54 | 2019 | John G. Murray Executive Vice President | 325.0K | 2.00M | 1.56M | — | — | 67.9K | 3.95M | 39.43% | ↗ |
| 55 | 2019 | John G. Murray Executive Vice President | 325.0K | 2.00M | 1.56M | — | — | 67.9K | 3.95M | 39.43% | ↗ |
| 56 | 2019 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 325.0K | 2.68M | 914.5K | — | — | 31.9K | 3.95M | 23.17% | ↗ |
| 57 | 2019 | Adam Portnoy Managing Director, President and Chief Executive Officer | 325.0K | 2.68M | 914.5K | — | — | 31.9K | 3.95M | 23.17% | ↗ |
| 58 | 2019 | David M. Blackman Former Executive Vice President | 325.0K | 2.00M | 1.48M | — | — | 73.0K | 3.88M | 38.13% | ↗ |
| 59 | 2019 | David M. Blackman Executive Vice President | 325.0K | 2.00M | 1.48M | — | — | 44.2K | 3.85M | 38.42% | ↗ |
| 60 | 2019 | Matthew P. Jordan Executive Vice President, Chief Financial Officer and Treasurer | 325.0K | 1.30M | 1.11M | — | — | 42.6K | 2.78M | 40.03% | ↗ |
| 61 | 2019 | Matthew P. Jordan Executive Vice President, Chief Financial Officer and Treasurer | 325.0K | 1.30M | 1.11M | — | — | 42.6K | 2.78M | 40.03% | ↗ |
| 62 | 2018 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 300.0K | 2.65M | 1.60M | — | — | 127.9K | 4.68M | 34.23% | ↗ |
| 63 | 2018 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 300.0K | 2.65M | 1.50M | — | — | 22.0K | 4.47M | 33.51% | ↗ |
| 64 | 2018 | Mark L. Kleifges | 300.0K | 2.25M | 678.5K | — | — | 44.0K | 3.27M | 20.73% | ↗ |
| 65 | 2018 | David M. Blackman Executive Vice President | 300.0K | 1.35M | 1.20M | — | — | 38.5K | 2.89M | 41.57% | ↗ |
| 66 | 2018 | Barry M. Portnoy Managing Director | 126.9K | 2.60M | — | — | — | 18.8K | 2.75M | 0.00% | ↗ |
| 67 | 2018 | John G. Murray Executive Vice President | 300.0K | 1.30M | 1.02M | — | — | 29.4K | 2.65M | 38.47% | ↗ |
| 68 | 2018 | Matthew P. Jordan Executive Vice President, Chief Financial Officer and Treasurer | 300.0K | 850.0K | 660.2K | — | — | 34.9K | 1.85M | 35.78% | ↗ |
| 69 | 2017 | Jennifer B. Clark Executive Vice President, General | 300.0K | 2.60M | 1.01M | — | — | 120.5K | 4.03M | 25.07% | ↗ |
| 70 | 2017 | Jennifer B. Clark Managing Director, Executive Vice President, General Counsel and Secretary | 300.0K | 2.60M | 1.01M | — | — | 120.5K | 4.03M | 25.07% | ↗ |
| 71 | 2017 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 300.0K | 2.60M | 644.9K | — | — | 17.1K | 3.56M | 18.10% | ↗ |
| 72 | 2017 | Barry M. Portnoy Managing Director | 300.0K | 2.60M | 528.9K | — | — | 17.2K | 3.45M | 15.35% | ↗ |
| 73 | 2016 | Jennifer B. Clark Executive Vice President, General | 300.0K | 2.50M | 1.07M | — | — | 107.6K | 3.98M | 26.87% | ↗ |
| 74 | 2016 | Jennifer B. Clark Executive Vice President, General Counsel and Secretary | 300.0K | 2.50M | 1.07M | — | — | 107.6K | 3.98M | 26.87% | ↗ |
| 75 | 2016 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 300.0K | 2.50M | 556.1K | — | — | 10.6K | 3.37M | 16.52% | ↗ |
| 76 | 2016 | Barry M. Portnoy Managing Director | 300.0K | 2.50M | 397.3K | — | — | 10.6K | 3.21M | 12.39% | ↗ |
| 77 | 2015 | Jennifer B. Clark Executive Vice President, General Counsel and Secretary | 300.0K | 2.50M | 754.3K | — | — | 111.2K | 3.67M | 20.58% | ↗ |
| 78 | 2015 | Jennifer B. Clark Executive Vice President, General Counsel and Secretary | 300.0K | 2.50M | — | — | — | 111.2K | 3.66M | 0.00% | ↗ |
| 79 | 2015 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 300.0K | 2.50M | 172.0K | — | — | 25.3K | 3.00M | 5.74% | ↗ |
| 80 | 2015 | Adam D. Portnoy Managing Director, President and Chief Executive Officer | 300.0K | 2.50M | — | — | — | 25.3K | 2.99M | 0.00% | ↗ |
| 81 | 2015 | Barry M. Portnoy Managing Director | 300.0K | 2.50M | — | — | — | 29.9K | 2.83M | 0.00% | ↗ |
| 82 | 2015 | Barry M. Portnoy Managing Director | 300.0K | 2.50M | — | — | — | 29.9K | 2.83M | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Matthew Paul Jordan | MD, Executive VP, COO & Director | 3M | male |
| Adam David Portnoy | Chief Executive Officer, President, MD & Chairman | 3M | male |
| Yael Duffy | Executive Vice President | 1M | female |
| Christopher J. Bilotto | Executive Vice President | 1M | male |
| John G. Murray | Executive Vice President of RMR Group LLC | 154.4K | male |
| Jeffrey Leer | Executive Vice President of RMR Group LLC | 154.4K | male |
| Lindsey A. Getz | Executive VP, General Counsel & Secretary | — | female |
| Mark R. Young | Senior Vice President of RMR Group LLC | — | male |
| Matthew C. Brown | Executive Vice President, Chief Financial Officer & Treasurer | — | male |
| Brian E. Donley | Senior Vice President of RMR Group LLC | — | male |
| Noah Echols | VP & Chief Marketing Officer | — | male |
| Thomas J. Lorenzini | Senior Vice President of the RMR Group LLC | — | male |
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Community Opinion for RMR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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