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Foster & Motley’s Independence Realty Trust IRT Stock Holding History

Foster & Motley’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
2023
Q4 		– Sell
-11,204
Closed -$158K – 388
2023
Q3 		$158K Sell
11,204
-19,733
-64% -$326K 0.01% 348
2023
Q2 		$564K Buy
30,937
+12,492
+68% +$213K 0.04% 270
2023
Q1 		$296K Sell
18,445
-1,460
-7% -$25.6K 0.02% 328
2022
Q4 		$336K Sell
19,905
-6,044
-23% -$102K 0.03% 313
2022
Q3 		$434K Sell
25,949
-2,341
-8% -$47.4K 0.04% 270
2022
Q2 		$586K Sell
28,290
-1,595
-5% -$38.4K 0.05% 238
2022
Q1 		$790K Sell
29,885
-7,318
-20% -$180K 0.06% 220
2021
Q4 		$961K Sell
37,203
-27,791
-43% -$658K 0.07% 191
2021
Q3 		$1.32M Buy
+64,994
New +$1.29M 0.11% 162

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Foster & Motley's IRT Position: Q4 2023 in Review

Foster & Motley sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 11,204 shares — an estimated $158K sold.

Foster & Motley first reported a position in IRT in Q3 2021 and held it in 9 quarters. The position peaked at $1.32M in Q3 2021. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Foster & Motley reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Foster & Motley sold 11,204 Independence Realty Trust shares in Q4 2023, an estimated $158K.
  • Foster & Motley first reported a position in Independence Realty Trust in Q3 2021 and held it in 9 quarters.
  • Foster & Motley's Independence Realty Trust position peaked at $1.32M in Q3 2021.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Foster & Motley's 13F filing for Q4 2023, filed 1 Feb 2024.