Loomis, Sayles & Company
IRT icon

Loomis, Sayles & Company’s Independence Realty Trust IRT Stock Holding History

Loomis, Sayles & Company’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
Q1 		– Sell
-64
Closed -$1K – 833
2023
Q4 		$1K Sell
64
-683
-91% -$9.46K ﹤0.01% 958
2023
Q3 		$11K Buy
747
+683
+1,067% +$11.3K ﹤0.01% 760
2023
Q2 		$1K Hold
64
– – ﹤0.01% 962
2023
Q1 		$1K Hold
64
– – ﹤0.01% 958
2022
Q4 		$1K Buy
64
+17
+36% +$288 ﹤0.01% 837
2022
Q3 		$1K Hold
47
– – ﹤0.01% 905
2022
Q2 		$1K Hold
47
– – ﹤0.01% 935
2022
Q1 		$1K Sell
47
-943
-95% -$23.1K ﹤0.01% 993
2021
Q4 		$26K Sell
990
-206
-17% -$4.88K ﹤0.01% 659
2021
Q3 		$24K Buy
1,196
+523
+78% +$10.4K ﹤0.01% 664
2021
Q2 		$12K Buy
673
+276
+70% +$4.68K ﹤0.01% 733
2021
Q1 		$6K Hold
397
– – ﹤0.01% 808
2020
Q4 		$5K Sell
397
-46
-10% -$588 ﹤0.01% 758
2020
Q3 		$5K Sell
443
-40
-8% -$458 ﹤0.01% 627
2020
Q2 		$6K Hold
483
– – ﹤0.01% 661
2020
Q1 		$4K Sell
483
-110
-19% -$1.49K ﹤0.01% 702
2019
Q4 		$8K Sell
593
-1,295
-69% -$18.9K ﹤0.01% 713
2019
Q3 		$27K Buy
+1,888
New +$24.8K ﹤0.01% 685

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Loomis, Sayles & Company's IRT Position: Q1 2024 in Review

Loomis, Sayles & Company sold out of Independence Realty Trust (IRT) in Q1 2024, closing a stake of 64 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in IRT in Q3 2019 and held it in 18 quarters. The position peaked at $27K in Q3 2019. 332 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

  • Loomis, Sayles & Company reported no remaining Independence Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Loomis, Sayles & Company sold 64 Independence Realty Trust shares in Q1 2024, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in Independence Realty Trust in Q3 2019 and held it in 18 quarters.
  • Loomis, Sayles & Company's Independence Realty Trust position peaked at $27K in Q3 2019.
  • 332 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Loomis, Sayles & Company's 13F filing for Q1 2024, filed 14 May 2024.