BAMCO Inc
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BAMCO Inc’s Independence Realty Trust IRT Stock Holding History

BAMCO Inc’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,467,193
Closed -$24M – 348
2025
Q3 		$24M Sell
1,467,193
-789,568
-35% -$13.7M 0.06% 203
2025
Q2 		$39.9M Sell
2,256,761
-846,917
-27% -$15.9M 0.11% 153
2025
Q1 		$65.9M Buy
3,103,678
+1,391,932
+81% +$28M 0.19% 103
2024
Q4 		$34M Buy
1,711,746
+1,464,400
+592% +$29.9M 0.09% 165
2024
Q3 		$5.07M Sell
247,346
-76,276
-24% -$1.5M 0.01% 262
2024
Q2 		$6.06M Buy
+323,622
New +$5.41M 0.02% 255

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc's IRT Position: Q4 2025 in Review

BAMCO Inc sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 1,467,193 shares — an estimated $24M sold.

BAMCO Inc first reported a position in IRT in Q2 2024 and held it in 6 quarters. The position peaked at $65.9M in Q1 2025. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

  • BAMCO Inc reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
  • BAMCO Inc sold 1,467,193 Independence Realty Trust shares in Q4 2025, an estimated $24M.
  • BAMCO Inc first reported a position in Independence Realty Trust in Q2 2024 and held it in 6 quarters.
  • BAMCO Inc's Independence Realty Trust position peaked at $65.9M in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on BAMCO Inc's 13F filing for Q4 2025, filed 17 Feb 2026.