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Forward Management’s Independence Realty Trust IRT Stock Holding History

Forward Management’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
2016
Q2 		– Sell
-154,333
Closed -$1.1M – 238
2016
Q1 		$1.1M Hold
154,333
– – 0.09% 113
2015
Q4 		$1.16M Sell
154,333
-450,810
-74% -$3.43M 0.1% 119
2015
Q3 		$4.36M Buy
+605,143
New +$4.63M 0.35% 53

Other funds holding IRT

HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

Forward Management's IRT Position: Q2 2016 in Review

Forward Management sold out of Independence Realty Trust (IRT) in Q2 2016, closing a stake of 154,333 shares — an estimated $1.1M sold.

Forward Management first reported a position in IRT in Q3 2015 and held it in 3 quarters. The position peaked at $4.36M in Q3 2015. 100 funds tracked by Wall St. Rank hold IRT as of Q2 2016.

  • Forward Management reported no remaining Independence Realty Trust position as of Q2 2016 after selling out during the quarter.
  • Forward Management sold 154,333 Independence Realty Trust shares in Q2 2016, an estimated $1.1M.
  • Forward Management first reported a position in Independence Realty Trust in Q3 2015 and held it in 3 quarters.
  • Forward Management's Independence Realty Trust position peaked at $4.36M in Q3 2015.
  • 100 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2016.

Based on Forward Management's 13F filing for Q2 2016, filed 3 Aug 2016.