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Hillsdale Investment Management’s Independence Realty Trust IRT Stock Holding History

Hillsdale Investment 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
2022
Q4 		– Sell
-30,300
Closed -$507K – 585
2022
Q3 		$507K Sell
30,300
-7,000
-19% -$142K 0.05% 321
2022
Q2 		$773K Sell
37,300
-3,000
-7% -$72.2K 0.06% 221
2022
Q1 		$1.07M Buy
+40,300
New +$989K 0.07% 205

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hillsdale Investment Management's IRT Position: Q4 2022 in Review

Hillsdale Investment Management sold out of Independence Realty Trust (IRT) in Q4 2022, closing a stake of 30,300 shares — an estimated $507K sold.

Hillsdale Investment Management first reported a position in IRT in Q1 2022 and held it in 3 quarters. The position peaked at $1.07M in Q1 2022. 362 funds tracked by Wall St. Rank hold IRT as of Q4 2022.

  • Hillsdale Investment Management reported no remaining Independence Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 30,300 Independence Realty Trust shares in Q4 2022, an estimated $507K.
  • Hillsdale Investment Management first reported a position in Independence Realty Trust in Q1 2022 and held it in 3 quarters.
  • Hillsdale Investment Management's Independence Realty Trust position peaked at $1.07M in Q1 2022.
  • 362 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2022.

Based on Hillsdale Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.