IRT β€” INDEPENDENCE RLTY TR INC

Ownership history in Slocum, Gordon & Co LLP  Β·  6 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported INDEPENDENCE RLTY TR INC (IRT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.78% in 2024 Q4. The latest visible filing shows IRT at 1.25% 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 Slocum, Gordon & Co LLP'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
2025 Q4

IRT was reported at 1.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 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 Slocum, Gordon & Co LLP held IRT β€” position size vs. price
% of Fund (quarterly)    IRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 98,660 -7,427 -7.0% 1.25% $1.7M 2026-02-14 (Est.) $16.16
2025 Q3 REDUCED 106,087 -150 -0.1% 1.39% $1.7M 2025-10-17 $15.70
2025 Q2 REDUCED 106,237 -2,446 -2.3% 1.51% $1.9M 2025-08-19 $16.87
2025 Q1 REDUCED 108,683 -650 -0.6% 1.72% $2.3M 2025-04-23 $18.80
2024 Q4 REDUCED 109,333 -2,755 -2.5% 1.78% $2.2M 2025-01-28 $18.15
2024 Q3 INITIATED 112,088 β€” β€” 0.92% $2.3M 2024-11-04 $18.19

FAQ About Slocum, Gordon & Co LLP and IRT

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

How long has Slocum, Gordon & Co LLP reported owning IRT?

Slocum, Gordon & Co LLP reported IRT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported IRT position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for IRT was 1.78% in 2024 Q4.

What is the latest reported IRT position on this page?

The most recent filing on this page is 2025 Q4, when Slocum, Gordon & Co LLP reported 98,660 shares, equal to 1.25% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IRT ownership page compare?

The chart compares Slocum, Gordon & Co LLP'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.

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