IRT INDEPENDENCE RLTY TR INC

Ownership history in BAMCO INC /NY/  ·  6 quarters on record

This page tracks every 13F SEC filing in which BAMCO INC /NY/ reported a position in INDEPENDENCE RLTY TR INC (IRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.19% (2025 Q1)
Avg. % of fund
0.08%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,467,193 -789,568 -35.0% 0.06% $24.0M $16.23
2025 Q2 REDUCED 2,256,761 -846,917 -27.3% 0.11% $39.9M $17.34
2025 Q1 ADDED 3,103,678 +1,391,932 +81.3% 0.19% $65.9M $20.61
2024 Q4 ADDED 1,711,746 +1,464,400 +592.0% 0.09% $34.0M $19.11
2024 Q3 REDUCED 247,346 -76,276 -23.6% 0.01% $5.1M $19.59
2024 Q2 INITIATED 323,622 0.02% $6.1M
% of Fund (quarterly)    IRT price (monthly, adj. close)
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