B
IRT icon

Bailard’s Independence Realty Trust IRT Stock Holding History

Bailard’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
2025
Q2 		– Sell
-10,300
Closed -$219K – 800
2025
Q1 		$219K Hold
10,300
– – 0.01% 674
2024
Q4 		$204K Sell
10,300
-5,000
-33% -$102K 0.01% 686
2024
Q3 		$314K Buy
15,300
+4,300
+39% +$84.7K 0.01% 562
2024
Q2 		$206K Buy
+11,000
New +$184K 0.01% 674
2024
Q1 		– Sell
-18,215
Closed -$279K – 775
2023
Q4 		$279K Buy
18,215
+1,115
+7% +$15.4K 0.01% 562
2023
Q3 		$241K Hold
17,100
– – 0.01% 604
2023
Q2 		$312K Sell
17,100
-15,300
-47% -$261K 0.01% 503
2023
Q1 		$519K Buy
+32,400
New +$568K 0.02% 384
2022
Q4 		– Sell
-36,800
Closed -$616K – 747
2022
Q3 		$616K Hold
36,800
– – 0.03% 312
2022
Q2 		$763K Buy
36,800
+4,000
+12% +$96.2K 0.03% 283
2022
Q1 		$867K Sell
32,800
-13,700
-29% -$336K 0.03% 291
2021
Q4 		$1.2M Sell
46,500
-2,600
-5% -$61.6K 0.04% 246
2021
Q3 		$999K Buy
49,100
+1,500
+3% +$29.8K 0.03% 269
2021
Q2 		$868K Buy
+47,600
New +$808K 0.03% 296
2020
Q2 		– Sell
-32,300
Closed -$289K – 531
2020
Q1 		$289K Buy
32,300
+3,100
+11% +$41.9K 0.02% 324
2019
Q4 		$411K Buy
29,200
+15,100
+107% +$220K 0.02% 345
2019
Q3 		$202K Buy
+14,100
New +$185K 0.01% 472
2019
Q1 		– Sell
-45,900
Closed -$421K – 566
2018
Q4 		$421K Sell
45,900
-4,300
-9% -$42.4K 0.03% 336
2018
Q3 		$529K Buy
+50,200
New +$513K 0.03% 359

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Bailard's IRT Position: Q2 2025 in Review

Bailard sold out of Independence Realty Trust (IRT) in Q2 2025, closing a stake of 10,300 shares — an estimated $219K sold.

Bailard first reported a position in IRT in Q3 2018 and held it in 19 quarters. The position peaked at $1.2M in Q4 2021. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

  • Bailard reported no remaining Independence Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Bailard sold 10,300 Independence Realty Trust shares in Q2 2025, an estimated $219K.
  • Bailard first reported a position in Independence Realty Trust in Q3 2018 and held it in 19 quarters.
  • Bailard's Independence Realty Trust position peaked at $1.2M in Q4 2021.
  • 397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on Bailard's 13F filing for Q2 2025, filed 8 Aug 2025.