Berman Capital Advisors’s Independence Realty Trust IRT Stock Holding History

Berman Capital Advisors’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
2021 Q3	$8K	Buy	399 +68	+21%	+$1.35K	﹤0.01%	1261
2021 Q2	$6K	Buy	331 +139	+72%	+$2.36K	﹤0.01%	1293
2021 Q1	$2K	Buy	192 +1	+0.5%	+$14	﹤0.01%	1521
2020 Q4	$2K	Hold	191	–	–	﹤0.01%	1410
2020 Q3	$2K	Buy	191 +2	+1%	+$23	﹤0.01%	1304
2020 Q2	$2K	Sell	189 -464	-71%	-$4.63K	﹤0.01%	1279
2020 Q1	$5K	Hold	653	–	–	﹤0.01%	887
2019 Q4	$9K	Hold	653	–	–	﹤0.01%	775
2019 Q3	$9K	Hold	653	–	–	﹤0.01%	746
2019 Q2	$7K	Hold	653	–	–	﹤0.01%	863
2019 Q1	$7K	Buy	+653	New	+$6.71K	﹤0.01%	767

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

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

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

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

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

Berman Capital Advisors's IRT Position: Q3 2021 in Review

Berman Capital Advisors increased its Independence Realty Trust (IRT) stake by 21% in Q3 2021, buying an estimated $1.35K and bringing the position to 399 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Berman Capital Advisors first reported a position in IRT in Q1 2019 and has held it in 11 quarters since. The position peaked at $9K in Q4 2019. 210 funds tracked by Wall St. Rank hold IRT as of Q3 2021.

Berman Capital Advisors held 399 shares of Independence Realty Trust worth $8K as of Q3 2021.
Berman Capital Advisors bought 68 Independence Realty Trust shares in Q3 2021, an estimated $1.35K.
Independence Realty Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1261 holding.
Berman Capital Advisors first reported a position in Independence Realty Trust in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Independence Realty Trust position peaked at $9K in Q4 2019.
210 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.