Lightrock Netherlands B.V. IRT INDEPENDENCE RLTY TR INC

Ownership history in Lightrock Netherlands B.V.  ·  6 quarters on record

AI Ownership Summary

Lightrock Netherlands B.V. reported INDEPENDENCE RLTY TR INC (IRT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.06% in 2025 Q1. The latest visible filing shows IRT at 0.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lightrock Netherlands B.V.'s position in INDEPENDENCE RLTY TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IRT was reported at 0.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lightrock Netherlands B.V. held IRT — position size vs. price
% of Fund (quarterly)    IRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 261,434 -10,000 -3.7% 0.83% $3.9M 2026-05-06 $16.42
2025 Q4 ADDED 271,434 +24,000 +9.7% 0.98% $4.7M 2026-01-26 $16.57
2025 Q3 ADDED 247,434 +10,900 +4.6% 0.90% $3.5M 2025-10-31 $15.60
2025 Q2 ADDED 236,534 +46,500 +24.5% 0.98% $3.6M 2025-08-04 $16.18
2025 Q1 ADDED 190,034 +46,385 +32.3% 1.06% $4.0M 2025-04-29 $18.64
2024 Q4 INITIATED 143,649 1.00% $2.9M 2025-01-29 $17.95

FAQ About Lightrock Netherlands B.V. and IRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lightrock Netherlands B.V. reported owning IRT?

Lightrock Netherlands B.V. reported IRT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IRT position in Lightrock Netherlands B.V.'s portfolio?

The largest reported portfolio weight for IRT was 1.06% in 2025 Q1.

What is the latest reported IRT position on this page?

The most recent filing on this page is 2026 Q1, when Lightrock Netherlands B.V. reported 261,434 shares, equal to 0.83% of portfolio, with an estimated market value of $3.9M.

What does the chart on this IRT ownership page compare?

The chart compares Lightrock Netherlands B.V.'s quarterly IRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Lightrock Netherlands B.V. time their IRT position?

Based on 13F filing dates vs. subsequent IRT price moves, Lightrock Netherlands B.V. correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on IRT relative to SPY over the holding period was -21.1%.

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