AG
IRT icon

Advisor Group’s Independence Realty Trust IRT Stock Holding History

Advisor Group’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$437K Sell
31,061
-857
-3% -$12.5K ﹤0.01% 1774
2019
Q3 		$458K Buy
31,918
+423
+1% +$5.56K ﹤0.01% 1679
2019
Q2 		$365K Buy
31,495
+17,631
+127% +$194K ﹤0.01% 1840
2019
Q1 		$150K Sell
13,864
-7,101
-34% -$73K ﹤0.01% 2519
2018
Q4 		$191K Buy
20,965
+6,998
+50% +$69.1K ﹤0.01% 2122
2018
Q3 		$147K Buy
13,967
+7,137
+104% +$72.9K ﹤0.01% 2433
2018
Q2 		$70K Sell
6,830
-721
-10% -$6.94K ﹤0.01% 2815
2018
Q1 		$69K Sell
7,551
-2,924
-28% -$26.5K ﹤0.01% 2840
2017
Q4 		$105K Sell
10,475
-266
-2% -$2.74K ﹤0.01% 2530
2017
Q3 		$110K Buy
10,741
+490
+5% +$4.95K ﹤0.01% 2319
2017
Q2 		$102K Buy
10,251
+4,454
+77% +$42.3K ﹤0.01% 2286
2017
Q1 		$54K Buy
5,797
+890
+18% +$8.12K ﹤0.01% 2640
2016
Q4 		$44K Buy
4,907
+4,673
+1,997% +$40.4K ﹤0.01% 2706
2016
Q3 		$2K Sell
234
-73
-24% -$680 ﹤0.01% 4165
2016
Q2 		$2K Buy
+307
New +$2.29K ﹤0.01% 4095

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Group's IRT Position: Q4 2019 in Review

Advisor Group reduced its Independence Realty Trust (IRT) stake by 2.7% in Q4 2019, selling an estimated $12.5K and leaving 31,061 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Advisor Group first reported a position in IRT in Q2 2016 and has held it in 15 quarters since. The position peaked at $458K in Q3 2019. 180 funds tracked by Wall St. Rank hold IRT as of Q4 2019.

  • Advisor Group held 31,061 shares of Independence Realty Trust worth $437K as of Q4 2019.
  • Advisor Group sold 857 Independence Realty Trust shares in Q4 2019, an estimated $12.5K.
  • Independence Realty Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1774 holding.
  • Advisor Group first reported a position in Independence Realty Trust in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Independence Realty Trust position peaked at $458K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.