LSV Asset Management
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LSV Asset Management’s Independence Realty Trust IRT Stock Holding History

LSV Asset 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
2020
Q2 		– Sell
-42,500
Closed -$379K – 999
2020
Q1 		$379K Buy
+42,500
New +$574K ﹤0.01% 818
2018
Q4 		– Sell
-6,300
Closed -$66K – 983
2018
Q3 		$66K Hold
6,300
– – ﹤0.01% 959
2018
Q2 		$64K Sell
6,300
-422,115
-99% -$4.06M ﹤0.01% 931
2018
Q1 		$3.93M Sell
428,415
-822,212
-66% -$7.45M 0.01% 632
2017
Q4 		$12.6M Sell
1,250,627
-754,170
-38% -$7.78M 0.02% 457
2017
Q3 		$20.4M Buy
2,004,797
+234,900
+13% +$2.37M 0.03% 371
2017
Q2 		$17.5M Buy
1,769,897
+107,300
+6% +$1.02M 0.03% 382
2017
Q1 		$15.6M Buy
1,662,597
+236,300
+17% +$2.16M 0.03% 394
2016
Q4 		$12.7M Buy
1,426,297
+1,131,003
+383% +$9.79M 0.02% 422
2016
Q3 		$2.66M Buy
295,294
+173,094
+142% +$1.61M 0.01% 635
2016
Q2 		$999K Buy
+122,200
New +$913K ﹤0.01% 774

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

LSV Asset Management's IRT Position: Q2 2020 in Review

LSV Asset Management sold out of Independence Realty Trust (IRT) in Q2 2020, closing a stake of 42,500 shares — an estimated $379K sold.

LSV Asset Management first reported a position in IRT in Q2 2016 and held it in 11 quarters. The position peaked at $20.4M in Q3 2017. 190 funds tracked by Wall St. Rank hold IRT as of Q2 2020.

  • LSV Asset Management reported no remaining Independence Realty Trust position as of Q2 2020 after selling out during the quarter.
  • LSV Asset Management sold 42,500 Independence Realty Trust shares in Q2 2020, an estimated $379K.
  • LSV Asset Management first reported a position in Independence Realty Trust in Q2 2016 and held it in 11 quarters.
  • LSV Asset Management's Independence Realty Trust position peaked at $20.4M in Q3 2017.
  • 190 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2020.

Based on LSV Asset Management's 13F filing for Q2 2020, filed 5 Aug 2020.