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Joel Greenblatt’s Independence Realty Trust IRT Stock Holding History

Joel Greenblatt’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
Q3 		– Sell
-11,266
Closed -$205K – 1374
2023
Q2 		$205K Buy
11,266
+315
+3% +$5.38K ﹤0.01% 1228
2023
Q1 		$176K Buy
+10,951
New +$192K ﹤0.01% 1258
2022
Q2 		– Sell
-8,949
Closed -$237K – 1187
2022
Q1 		$237K Buy
+8,949
New +$220K 0.01% 1025

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 $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Joel Greenblatt's IRT Position: Q3 2023 in Review

Joel Greenblatt sold out of Independence Realty Trust (IRT) in Q3 2023, closing a stake of 11,266 shares — an estimated $205K sold.

Joel Greenblatt first reported a position in IRT in Q1 2022 and held it in 3 quarters. The position peaked at $237K in Q1 2022. 359 funds tracked by Wall St. Rank hold IRT as of Q3 2023.

  • Joel Greenblatt reported no remaining Independence Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Joel Greenblatt sold 11,266 Independence Realty Trust shares in Q3 2023, an estimated $205K.
  • Joel Greenblatt first reported a position in Independence Realty Trust in Q1 2022 and held it in 3 quarters.
  • Joel Greenblatt's Independence Realty Trust position peaked at $237K in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2023.

Based on Gotham Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.