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Heitman Real Estate Securities’s Independence Realty Trust IRT Stock Holding History

Heitman Real Estate Securities’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
Q2 		– Sell
-1,364,199
Closed -$22M – 56
2024
Q1 		$22M Buy
+1,364,199
New +$20.9M 1.25% 28
2022
Q2 		– Sell
-2,259,702
Closed -$59.7M – 53
2022
Q1 		$59.7M Buy
2,259,702
+1,495,008
+196% +$36.7M 2.36% 15
2021
Q4 		$19.8M Buy
+764,694
New +$18.1M 0.88% 30

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Heitman Real Estate Securities's IRT Position: Q2 2024 in Review

Heitman Real Estate Securities sold out of Independence Realty Trust (IRT) in Q2 2024, closing a stake of 1,364,199 shares — an estimated $22M sold.

Heitman Real Estate Securities first reported a position in IRT in Q4 2021 and held it in 3 quarters. The position peaked at $59.7M in Q1 2022. 343 funds tracked by Wall St. Rank hold IRT as of Q2 2024.

  • Heitman Real Estate Securities reported no remaining Independence Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Heitman Real Estate Securities sold 1,364,199 Independence Realty Trust shares in Q2 2024, an estimated $22M.
  • Heitman Real Estate Securities first reported a position in Independence Realty Trust in Q4 2021 and held it in 3 quarters.
  • Heitman Real Estate Securities's Independence Realty Trust position peaked at $59.7M in Q1 2022.
  • 343 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2024.

Based on Heitman Real Estate Securities's 13F filing for Q2 2024, filed 14 Aug 2024.