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Ladenburg Thalmann Financial Services’s Independence Realty Trust IRT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$1.63M Buy
116,473
+34,391
+42% +$501K 0.01% 976
2019
Q3 		$1.18M Sell
82,082
-35,216
-30% -$463K 0.01% 1139
2019
Q2 		$1.36M Buy
117,298
+4,900
+4% +$53.8K 0.01% 1018
2019
Q1 		$1.21M Sell
112,398
-8,083
-7% -$83.1K 0.01% 1052
2018
Q4 		$1.11M Sell
120,481
-2,356
-2% -$23.3K 0.01% 981
2018
Q3 		$1.29M Buy
122,837
+25,161
+26% +$257K 0.01% 961
2018
Q2 		$896K Hold
97,676
– – 0.01% 1139
2018
Q1 		$896K Sell
97,676
-6,089
-6% -$55.2K 0.01% 1139
2017
Q4 		$1.05M Buy
103,765
+18,289
+21% +$189K 0.01% 1044
2017
Q3 		$870K Buy
85,476
+44,922
+111% +$454K 0.01% 1079
2017
Q2 		$400K Sell
40,554
-47,103
-54% -$447K ﹤0.01% 1528
2017
Q1 		$821K Sell
87,657
-3,939
-4% -$35.9K 0.01% 996
2016
Q4 		$817K Buy
91,596
+41,409
+83% +$358K 0.01% 949
2016
Q3 		$542K Sell
50,187
-29,009
-37% -$270K 0.01% 1149
2016
Q2 		$648K Sell
79,196
-4,544
-5% -$33.9K 0.01% 988
2016
Q1 		$596K Sell
83,740
-1,481
-2% -$9.96K 0.01% 941
2015
Q4 		$640K Sell
85,221
-8,142
-9% -$61.9K 0.01% 893
2015
Q3 		$673K Buy
93,363
+5,622
+6% +$43K 0.01% 822
2015
Q2 		$661K Buy
87,741
+16,408
+23% +$145K 0.01% 920
2015
Q1 		$677K Sell
71,333
-3,951
-5% -$37.2K 0.01% 889
2014
Q4 		$701K Buy
75,284
+4,976
+7% +$47.3K 0.02% 759
2014
Q3 		$681K Buy
70,308
+3,560
+5% +$35.5K 0.02% 661
2014
Q2 		$631K Sell
66,748
-17,260
-21% -$156K 0.02% 685
2014
Q1 		$749K Buy
84,008
+51,540
+159% +$442K 0.02% 570
2013
Q4 		$271K Hold
32,468
– – 0.01% 929
2013
Q3 		$268K Buy
+32,468
New +$270K 0.01% 886

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ladenburg Thalmann Financial Services's IRT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Independence Realty Trust (IRT) stake by 42% in Q4 2019, buying an estimated $501K and bringing the position to 116,473 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #976.

Ladenburg Thalmann Financial Services first reported a position in IRT in Q3 2013 and has held it in 26 quarters since. 180 funds tracked by Wall St. Rank hold IRT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 116,473 shares of Independence Realty Trust worth $1.63M as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 34,391 Independence Realty Trust shares in Q4 2019, an estimated $501K.
  • Independence Realty Trust made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #976 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Independence Realty Trust in Q3 2013 and has held it in 26 quarters since.
  • 180 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.