HolderBook

RMR REAL ESTATE INCOME FUND (RMRM)

Institutional ownership reported to the SEC as of Q3 2021, across 12 quarters.

22
Reporting holders
$22.9M
Reported value
0.0%
Held as options
-5
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
MORGAN STANLEY$4.7M452,2710.00%16q+4.3%+$192.9K
Independent Advisor Alliance$4.3M420,3030.24%newNEW
Matisse Capital$3.0M287,7181.09%12q-4.8%-$150.4K
Bulldog Investors, LLP$2.8M267,9260.78%8qHELD
RAYMOND JAMES & ASSOCIATES$2.7M266,1620.00%12q-4.1%-$117.9K
MARINER INVESTMENT GROUP LLC$1.5M142,4363.98%4q+14.9%+$190.1K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.1M106,3160.15%6q-17.1%-$226.8K
ROBOTTI ROBERT$642.0K62,3010.15%3qHELD
GOLDMAN SACHS GROUP INC$606.0K58,7640.00%7qHELD
Private Advisor Group, LLC$378.0K36,6000.00%4q+74.3%+$161.1K
WELLS FARGO & COMPANY/MN$284.0K27,5770.00%12q-4.6%-$13.7K
SCOTIA CAPITAL INC.$272.0K25,8360.00%3q-1.9%-$5.3K
BANK OF AMERICA CORP /DE/$247.0K24,0110.00%12q-24.4%-$79.7K
CITADEL ADVISORS LLC$117.0K11,3660.00%newNEW
RAYMOND JAMES TRUST N.A.$108.0K10,5150.00%12qHELD
ROYAL BANK OF CANADA$93.0K9,0950.00%12q-7.6%-$7.6K
UBS Group AG$80.0K7,8010.00%12q-15.8%-$15.1K
ADVISOR GROUP HOLDINGS, INC.$25.0K2,4590.00%7qHELD
TFC Financial Management$15.0K1,4410.00%5qHELD
American Portfolios Advisors$1.1K1020.00%2qHELD
Ancora Advisors, LLC$1.0K1350.00%8qHELD
Spire Wealth Management$1.0K1000.00%3qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202122$22.9M2,221,2352380.0%
Q2 202127$24.1M2,022,2732480.0%
Q1 202129$26.6M2,214,40625110.0%
Q4 202031$20.1M1,899,0837590.0%
Q3 202031$25.5M2,849,511110120.0%
Q2 202037$37.8M3,247,00949140.0%
Q1 202037$33.6M3,321,50161860.0%
Q4 201942$63.2M3,132,016816100.0%
Q3 201935$54.4M2,666,060211120.0%
Q2 201936$52.6M2,872,401313120.0%
Q1 201939$60.6M3,243,45181570.0%
Q4 201832$52.5M3,484,2511100.0%