Mesirow Institutional Investment Management, Inc. IRT — INDEPENDENCE RLTY TR INC

Ownership history in Mesirow Institutional Investment Management, Inc.  ·  4 quarters on record

AI Ownership Summary

Mesirow Institutional Investment Management, Inc. reported INDEPENDENCE RLTY TR INC (IRT) in 4 quarterly 13F filings from 2024 Q2 through 2024 Q4. Peak portfolio weight reached 1.33% in 2024 Q2. The latest visible filing shows IRT at 1.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mesirow Institutional Investment Management, Inc.'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
2024 Q4

IRT was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2024 Q4

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 Mesirow Institutional Investment Management, Inc. 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 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 9.8% +7.8% ❌ 695,330 -75,226 -9.8% 1.06% $13.8M 2025-02-14 (Est.) $19.09
2024 Q3 REDUCED — — — 770,556 -39,694 -4.9% 1.21% $15.8M 2024-11-13 $19.31
2024 Q2 ADDED — — — 810,250 +260,502 +47.4% 1.33% $15.2M 2024-08-02 $17.86
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IRT

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Mesirow Institutional Investment Management, Inc. and IRT

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

How long has Mesirow Institutional Investment Management, Inc. reported owning IRT?

Mesirow Institutional Investment Management, Inc. reported IRT across 3 quarterly 13F filings, from 2024 Q2 through 2024 Q4.

What was the largest reported IRT position in Mesirow Institutional Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for IRT was 1.33% in 2024 Q2.

What is the latest reported IRT position on this page?

The most recent filing on this page is 2024 Q4, when Mesirow Institutional Investment Management, Inc. reported 695,330 shares, equal to 1.06% of portfolio, with an estimated market value of $13.8M.

What does the chart on this IRT ownership page compare?

The chart compares Mesirow Institutional Investment Management, Inc.'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 Mesirow Institutional Investment Management, Inc. time their IRT position?

Based on 13F filing dates vs. subsequent IRT price moves, Mesirow Institutional Investment Management, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IRT relative to SPY over the holding period was +8.5%.

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