Connor, Clark & Lunn Investment Management (CC&L)’s Independence Realty Trust IRT Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 Q4	–	Sell	-66,465	Closed	-$1.09M	–	1649
2025 Q3	$1.09M	Sell	66,465 -23,117	-26%	-$400K	﹤0.01%	1036
2025 Q2	$1.58M	Sell	89,582 -15,264	-15%	-$286K	0.01%	925
2025 Q1	$2.23M	Buy	+104,846	New	+$2.11M	0.01%	703
2024 Q4	–	Sell	-77,747	Closed	-$1.59M	–	1513
2024 Q3	$1.59M	Buy	+77,747	New	+$1.53M	0.01%	727
2022 Q4	–	Sell	-123,166	Closed	-$2.06M	–	1322
2022 Q3	$2.06M	Sell	123,166 -377,346	-75%	-$7.63M	0.01%	491
2022 Q2	$10.4M	Buy	+500,512	New	+$12M	0.06%	199
2022 Q1	–	Sell	-57,099	Closed	-$1.48M	–	1124
2021 Q4	$1.48M	Buy	+57,099	New	+$1.35M	0.01%	601
2018 Q3	–	Sell	-16,625	Closed	-$171K	–	1028
2018 Q2	$171K	Buy	+16,625	New	+$160K	﹤0.01%	969
2016 Q3	–	Sell	-28,700	Closed	-$235K	–	874
2016 Q2	$235K	Sell	28,700 -12,600	-31%	-$94.1K	﹤0.01%	716
2016 Q1	$294K	Buy	41,300 +16,000	+63%	+$108K	﹤0.01%	659
2015 Q4	$190K	Buy	+25,300	New	+$192K	﹤0.01%	709

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s IRT Position: Q4 2025 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 66,465 shares — an estimated $1.09M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in IRT in Q4 2015 and held it in 11 quarters. The position peaked at $10.4M in Q2 2022. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

Connor, Clark & Lunn Investment Management (CC&L) reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
Connor, Clark & Lunn Investment Management (CC&L) sold 66,465 Independence Realty Trust shares in Q4 2025, an estimated $1.09M.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Independence Realty Trust in Q4 2015 and held it in 11 quarters.
Connor, Clark & Lunn Investment Management (CC&L)'s Independence Realty Trust position peaked at $10.4M in Q2 2022.
374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q4 2025, filed 10 Feb 2026.