Berger Financial Group, Inc
Holdings in IRT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,087,610 | 233,845 | Shares | Sole | 2026-01-27 |
| 2025-09-30 | $4,245,173 | 259,010 | Shares | Sole | 2025-10-14 |
| 2025-06-30 | $4,962,699 | 280,537 | Shares | Sole | 2025-07-22 |
| 2025-03-31 | $6,168,652 | 290,563 | Shares | Sole | 2025-05-12 |
| 2024-12-31 | $5,835,440 | 294,125 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $6,085,015 | 296,830 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $5,597,057 | 298,669 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $4,922,553 | 305,180 | Shares | Sole | 2024-04-16 |
| 2023-12-31 | $4,844,071 | 316,606 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $5,060,936 | 359,697 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $6,792,197 | 372,788 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $6,669,986 | 416,094 | Shares | Sole | 2023-04-24 |
| 2022-12-31 | $7,186,591 | 426,251 | Shares | Sole | 2023-01-30 |
| 2022-09-30 | $7,777,392 | 464,877 | Shares | Sole | 2022-10-27 |
| 2022-06-30 | $10,319,497 | 497,805 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $14,001,302 | 529,550 | Shares | Sole | 2022-05-10 |
| 2021-12-31 | $14,500,187 | 561,370 | Shares | Sole | 2022-01-26 |