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Independent Portfolio Consultants’s Independence Realty Trust IRT Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		– Sell
-29,255
Closed -$274K – 815
2017
Q1 		$274K Sell
29,255
-4,830
-14% -$44.1K 0.09% 286
2016
Q4 		$304K Buy
+34,085
New +$295K 0.1% 262
2015
Q3 		– Sell
-80,340
Closed -$605K – 827
2015
Q2 		$605K Buy
80,340
+9,285
+13% +$81.8K 0.12% 227
2015
Q1 		$674K Buy
71,055
+1,715
+2% +$16.2K 0.14% 201
2014
Q4 		$646K Buy
69,340
+61,885
+830% +$589K 0.13% 216
2014
Q3 		$72K Buy
+7,455
New +$74.4K 0.02% 589

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's IRT Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of Independence Realty Trust (IRT) in Q2 2017, closing a stake of 29,255 shares — an estimated $274K sold.

Independent Portfolio Consultants first reported a position in IRT in Q3 2014 and held it in 6 quarters. The position peaked at $674K in Q1 2015. 158 funds tracked by Wall St. Rank hold IRT as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Independence Realty Trust position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 29,255 Independence Realty Trust shares in Q2 2017, an estimated $274K.
  • Independent Portfolio Consultants first reported a position in Independence Realty Trust in Q3 2014 and held it in 6 quarters.
  • Independent Portfolio Consultants's Independence Realty Trust position peaked at $674K in Q1 2015.
  • 158 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.