Aperio Group’s Independence Realty Trust IRT Stock Holding History

Aperio 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
2020 Q4	$540K	Buy	40,241 +12,806	+47%	+$164K	﹤0.01%	1931
2020 Q3	$318K	Sell	27,435 -573	-2%	-$6.57K	﹤0.01%	2052
2020 Q2	$322K	Sell	28,008 -13,248	-32%	-$132K	﹤0.01%	1991
2020 Q1	$369K	Sell	41,256 -12,321	-23%	-$167K	﹤0.01%	1802
2019 Q4	$754K	Buy	53,577 +1,113	+2%	+$16.2K	﹤0.01%	1594
2019 Q3	$751K	Buy	52,464 +8,601	+20%	+$113K	﹤0.01%	1551
2019 Q2	$507K	Buy	43,863 +7,587	+21%	+$83.3K	﹤0.01%	1777
2019 Q1	$391K	Buy	36,276 +6,383	+21%	+$65.6K	﹤0.01%	1877
2018 Q4	$274K	Buy	29,893 +14,978	+100%	+$148K	﹤0.01%	1983
2018 Q3	$157K	Buy	14,915 +1,545	+12%	+$15.8K	﹤0.01%	2216
2018 Q2	$138K	Buy	13,370 +2,062	+18%	+$19.9K	﹤0.01%	2206
2018 Q1	$104K	Buy	+11,308	New	+$102K	﹤0.01%	2210

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Aperio Group's IRT Position: Q4 2020 in Review

Aperio Group increased its Independence Realty Trust (IRT) stake by 47% in Q4 2020, buying an estimated $164K and bringing the position to 40,241 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1931.

Aperio Group first reported a position in IRT in Q1 2018 and has held it in 12 quarters since. The position peaked at $754K in Q4 2019. 191 funds tracked by Wall St. Rank hold IRT as of Q4 2020.

Aperio Group held 40,241 shares of Independence Realty Trust worth $540K as of Q4 2020.
Aperio Group bought 12,806 Independence Realty Trust shares in Q4 2020, an estimated $164K.
Independence Realty Trust made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1931 holding.
Aperio Group first reported a position in Independence Realty Trust in Q1 2018 and has held it in 12 quarters since.
Aperio Group's Independence Realty Trust position peaked at $754K in Q4 2019.
191 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.