Chartwell Investment Partners’s Independence Realty Trust IRT Stock Holding History

Chartwell Investment 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
2024 Q3	$5.81M	Sell	283,255 -32,069	-10%	-$632K	0.2%	166
2024 Q2	$5.91M	Buy	+315,324	New	+$5.27M	0.21%	158
2023 Q1	–	Sell	-91,554	Closed	-$1.54M	–	417
2022 Q4	$1.54M	Buy	91,554 +5,650	+7%	+$95.6K	0.06%	301
2022 Q3	$1.44M	Buy	85,904 +3,167	+4%	+$64.1K	0.06%	303
2022 Q2	$1.72M	Buy	82,737 +2,000	+2%	+$48.1K	0.07%	286
2022 Q1	$2.13M	Buy	+80,737	New	+$1.98M	0.07%	285

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chartwell Investment Partners's IRT Position: Q3 2024 in Review

Chartwell Investment Partners reduced its Independence Realty Trust (IRT) stake by 10% in Q3 2024, selling an estimated $632K and leaving 283,255 shares worth $5.81M. The position accounts for 0.2% of the portfolio, ranked #166.

Chartwell Investment Partners first reported a position in IRT in Q1 2022 and has held it in 6 quarters since. The position peaked at $5.91M in Q2 2024. 392 funds tracked by Wall St. Rank hold IRT as of Q3 2024.

Chartwell Investment Partners held 283,255 shares of Independence Realty Trust worth $5.81M as of Q3 2024.
Chartwell Investment Partners sold 32,069 Independence Realty Trust shares in Q3 2024, an estimated $632K.
Independence Realty Trust made up 0.2% of Chartwell Investment Partners's portfolio in Q3 2024, its #166 holding.
Chartwell Investment Partners first reported a position in Independence Realty Trust in Q1 2022 and has held it in 6 quarters since.
Chartwell Investment Partners's Independence Realty Trust position peaked at $5.91M in Q2 2024.
392 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.