BBR Partners’s Independence Realty Trust IRT Stock Holding History

BBR Partners’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
2017 Q3	–	Sell	-10,000	Closed	-$99K	–	74
2017 Q2	$99K	Hold	10,000	–	–	0.02%	63
2017 Q1	$94K	Hold	10,000	–	–	0.02%	68
2016 Q4	$89K	Hold	10,000	–	–	0.02%	70
2016 Q3	$90K	Hold	10,000	–	–	0.02%	72
2016 Q2	$82K	Hold	10,000	–	–	0.01%	71
2016 Q1	$71K	Hold	10,000	–	–	0.01%	69
2015 Q4	$75K	Hold	10,000	–	–	0.01%	68
2015 Q3	$72K	Hold	10,000	–	–	0.01%	57
2015 Q2	$75K	Hold	10,000	–	–	0.01%	74
2015 Q1	$95K	Hold	10,000	–	–	0.01%	76
2014 Q4	$93K	Hold	10,000	–	–	0.01%	68
2014 Q3	$97K	Hold	10,000	–	–	0.01%	62
2014 Q2	$95K	Hold	10,000	–	–	0.01%	50
2014 Q1	$89K	Hold	10,000	–	–	0.01%	45
2013 Q4	$83K	Hold	10,000	–	–	0.01%	46
2013 Q3	$83K	Buy	+10,000	New	+$83.1K	0.02%	50

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BBR Partners's IRT Position: Q3 2017 in Review

BBR Partners sold out of Independence Realty Trust (IRT) in Q3 2017, closing a stake of 10,000 shares — an estimated $99K sold.

BBR Partners first reported a position in IRT in Q3 2013 and held it in 16 quarters. The position peaked at $99K in Q2 2017. 160 funds tracked by Wall St. Rank hold IRT as of Q3 2017.

BBR Partners reported no remaining Independence Realty Trust position as of Q3 2017 after selling out during the quarter.
BBR Partners sold 10,000 Independence Realty Trust shares in Q3 2017, an estimated $99K.
BBR Partners first reported a position in Independence Realty Trust in Q3 2013 and held it in 16 quarters.
BBR Partners's Independence Realty Trust position peaked at $99K in Q2 2017.
160 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2017.

Based on BBR Partners's 13F filing for Q3 2017, filed 14 Nov 2017.