IRT INDEPENDENCE REA

Ownership history in MARSHALL WACE, LLP  ·  10 quarters on record

This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in INDEPENDENCE REA (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
0.06% (2020 Q1)
Avg. % of fund
0.02%
First filed
2016 Q3
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 238,737 -307,196 -56.3% 0.00% $3.9M $16.23
2025 Q2 REDUCED 545,933 -492,919 -47.4% 0.01% $9.7M $17.34
2025 Q1 ADDED 1,038,852 +366,664 +54.5% 0.03% $22.1M $20.61
2024 Q4 ADDED 672,188 +184,931 +38.0% 0.02% $13.3M $19.11
2024 Q3 ADDED 487,257 +477,340 +4813.4% 0.01% $10.0M $19.59
2021 Q4 REDUCED 9,917 -64,616 -86.7% 0.00% $258K $22.27
2020 Q3 REDUCED 74,533 -331,323 -81.6% 0.01% $864K $9.56
2020 Q2 REDUCED 405,856 -228,571 -36.0% 0.03% $4.7M $9.38
2020 Q1 REDUCED 634,427 -115,573 -15.4% 0.06% $5.7M $7.15
2016 Q3 INITIATED 750,000 0.05% $6.8M $5.74
% of Fund (quarterly)    IRT price (monthly, adj. close)
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