Income Research & Management Portfolio Holdings

Income Research & Management

  • $235 Billion
  • Q1 2025

Income Research & Management has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $235 Billion distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Expedia Group Inc with a value of $13.6B, Ppl Cap Fdg Inc with a value of $13.3B, Alliant Energy Corp with a value of $13.2B, Ventas Rlty LTD Partnership with a value of $12.9B, and Cms Energy Corp with a value of $12.3B.

Examining the 13F form we can see an increase of $25.2B in the current position value, from $210B to 235B.

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

Portfolio value $235 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $235 Billion
  • Prior Value $210 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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