LDR Capital Management’s Independence Realty Trust IRT Stock Holding History

LDR Capital 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
2024 Q4	–	Sell	-62,270	Closed	-$1.28M	–	34
2024 Q3	$1.28M	Sell	62,270 -13,013	-17%	-$256K	1.42%	29
2024 Q2	$1.41M	Hold	75,283	–	–	1.28%	32
2024 Q1	$1.21M	Hold	75,283	–	–	0.82%	34
2023 Q4	$1.15M	Buy	75,283 +7,420	+11%	+$103K	0.64%	36
2023 Q3	$955K	Buy	67,863 +6,204	+10%	+$102K	0.58%	38
2023 Q2	$1.12M	Sell	61,659 -1,630	-3%	-$27.8K	0.7%	28
2023 Q1	$1.01M	Hold	63,289	–	–	0.67%	33
2022 Q4	$1.07M	Buy	63,289 +1,478	+2%	+$25K	0.58%	33
2022 Q3	$1.03M	Buy	61,811 +10,111	+20%	+$205K	0.52%	39
2022 Q2	$1.07M	Hold	51,700	–	–	0.45%	42
2022 Q1	$1.37M	Buy	+51,700	New	+$1.27M	0.43%	48
2018 Q1	–	Sell	-429,938	Closed	-$4.34M	–	23
2017 Q4	$4.34M	Buy	+429,938	New	+$4.43M	3.88%	10

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LDR Capital Management's IRT Position: Q4 2024 in Review

LDR Capital Management sold out of Independence Realty Trust (IRT) in Q4 2024, closing a stake of 62,270 shares — an estimated $1.28M sold.

LDR Capital Management first reported a position in IRT in Q4 2017 and held it in 12 quarters. The position peaked at $4.34M in Q4 2017. 406 funds tracked by Wall St. Rank hold IRT as of Q4 2024.

LDR Capital Management reported no remaining Independence Realty Trust position as of Q4 2024 after selling out during the quarter.
LDR Capital Management sold 62,270 Independence Realty Trust shares in Q4 2024, an estimated $1.28M.
LDR Capital Management first reported a position in Independence Realty Trust in Q4 2017 and held it in 12 quarters.
LDR Capital Management's Independence Realty Trust position peaked at $4.34M in Q4 2017.
406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2024.

Based on LDR Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.