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

Makena 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
2025
Q1 		– Sell
-429,633
Closed -$8.52M – 35
2024
Q4 		$8.52M Sell
429,633
-92,687
-18% -$1.89M 1.38% 27
2024
Q3 		$10.7M Sell
522,320
-13,377
-2% -$263K 2.57% 17
2024
Q2 		$10M Buy
+535,697
New +$8.95M 2.33% 20

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Makena Capital Management's IRT Position: Q1 2025 in Review

Makena Capital Management sold out of Independence Realty Trust (IRT) in Q1 2025, closing a stake of 429,633 shares — an estimated $8.52M sold.

Makena Capital Management first reported a position in IRT in Q2 2024 and held it in 3 quarters. The position peaked at $10.7M in Q3 2024. 406 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

  • Makena Capital Management reported no remaining Independence Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Makena Capital Management sold 429,633 Independence Realty Trust shares in Q1 2025, an estimated $8.52M.
  • Makena Capital Management first reported a position in Independence Realty Trust in Q2 2024 and held it in 3 quarters.
  • Makena Capital Management's Independence Realty Trust position peaked at $10.7M in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on Makena Capital Management's 13F filing for Q1 2025, filed 13 May 2025.