Number of Shares
233,802.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
2.44%
Total Estimate Gain
$2.35 Mil
% of Total Estimate Gain
38.59%

AMG GW&K Small Cap Value Fund's Independence Realty Trust Inc Holding Summary

As of 2025-03-31, AMG GW&K Small Cap Value Fund held 233,802.00 shares of Independence Realty Trust Inc(IRT), totaling $4.96 Mil. This investment constitutes 2.44% of their stock portfolio, and AMG GW&K Small Cap Value Fund now holds 0.1% of the outstanding Independence Realty Trust Inc(IRT) stock.

The initial trade took place in 2020Q4. And since then AMG GW&K Small Cap Value Fund has made 1 purchases of IRT, at an average price of $12.80, for a total of 475,073.00 shares. In addition, there have been 15 sales at an average price of $18.19 for 241,271.00 shares. Based on historical transaction data and IRT's current price of $17.27, AMG GW&K Small Cap Value Fund's estimated gain on his IRT holdings is $2.35 Mil, reflecting a 38.59% gain to date.

AMG GW&K Small Cap Value Fund IRT ($17.27) Holding Chart

AMG GW&K Small Cap Value Fund IRT ($17.27) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1