Income Research & Management

Income Research & Management, legally known as INCOME RESEARCH & MANAGEMENT, is a firm based in Massachusetts with 170 employees, 54 of whom serve in advisory roles. Although the number of clients served by the company is unknown, its approval status with the U.S. Securities and Exchange Commission was last reported on May 1, 1987.

• IR&M (J. SOMMERS TRUST) LLC

  OWNER owns more than 5% but less than 10%

• IR&M (J. SOMMERS, JR. TRUST) LLC

  OWNER owns more than 25% but less than 50%

• IR&M (JOHN A. SOMMERS, JR. FAMILY TRUST DTD 07/31/2006) LLC

  OWNER owns less than 5%

• IR&M (K. SOMMERS TRUST) LLC

  OWNER owns less than 5%

• IR&M (KENNETH T. SOMMERS FAMILY TRUST DTD 07/31/2006) LLC

  OWNER owns less than 5%

• IR&M (O'MALLEY) LLC

  OWNER owns more than 10% but less than 25%

• IR&M (R. SOMMERS TRUST) LLC

  OWNER owns less than 5%

• IR&M (ROBERT F. SOMMERS FAMILY TRUST DTD 07/31/2006) LLC

  OWNER owns less than 5%

• JAMES EDWARD GUBITOSI

  VICE PRESIDENT owns less than 5%

• JOHN ANTHONY SOMMERS

  CHAIRMAN, TRUSTEE owns less than 5%

• JOHN ANTHONY SOMMERS JR.

  PRESIDENT AND TREASURER, TRUSTEE owns less than 5%

• MARY AUTH MANNING

  VICE PRESIDENT owns less than 5%

• MATTHEW CHARLES CONROY

  VICE PRESIDENT owns less than 5%

• MATTHEW JOHN CANNATA

  GENERAL COUNSEL, CLERK owns less than 5%

• RICHARD MARK KIZIK

  VICE PRESIDENT, CHIEF COMPLIANCE OFFICER owns less than 5%

• SARAH MULLER KILPATRICK

  VICE PRESIDENT owns less than 5%

• SUSAN MERRIMAN SYNODIS

  VICE PRESIDENT owns less than 5%

• WILLIAM AUSTIN OMALLEY

  EXECUTIVE VICE PRESIDENT, TRUSTEE owns less than 5%

• Wellington Alternative Investments LLC
• Verto Management LLC
• Spruceview Capital Partners LLC
• Bain Capital Real Estate LP
• Algebris Investments US Inc
• Congress Asset Management Company LLP
• Northstar Asset Management Inc
• Zevin Asset Management LLC
• GW&K Investment Management LLC
• Amundi Pioneer Institutional Asset Management Inc

• Income Research & Management Q1 2023 vs. Q2 2023 - A Look at the Changing Landscape of 13F Holdings
• Income Research & Management's Q3 vs. Q4 2022 13F Holdings Comparison: Notable Changes in the Fund's Portfolio

• PRICELINE GRP INC $23,064k
• ARES CAP CORP $21,578k
• SPIRIT RLTY CAP INC NEW $20,185k
• ANTHEM INC $18,931k
• TPG SPECIALTY LENDING INC $17,168k
• AMERICAN RLTY CAP PPTYS INC $16,516k
• RED HAT INC $16,139k
• NOVELLUS SYS INC $14,498k
• TEVA PHARMACEUTICAL FIN LLC $14,254k
• ALZA CORP $14,053k