Income Research & Management Portfolio Holdings

Income Research & Management

  • $208 Billion
  • Q3 2024

Income Research & Management has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $208 Billion distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ventas Rlty LTD Partnership with a value of $13.6B, Expedia Group Inc with a value of $13.2B, Alliant Energy Corp with a value of $12.9B, Booking Holdings Inc with a value of $12.6B, and Ppl Cap Fdg Inc with a value of $12.6B.

Examining the 13F form we can see an increase of $34.3B in the current position value, from $173B to 208B.

Below you can find more details about Income Research & Management portfolio as well as his latest detailed transactions.

Portfolio value $208 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $208 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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