Monarch Partners Asset Management’s Independence Realty Trust IRT Stock Holding History

Monarch Partners 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
2022 Q4	$2.58M	Sell	153,185 -32,685	-18%	-$553K	0.76%	47
2022 Q3	$3.11M	Buy	+185,870	New	+$3.76M	0.93%	38
2020 Q4	–	Sell	-326,291	Closed	-$3.78M	–	195
2020 Q3	$3.78M	Sell	326,291 -171,865	-35%	-$1.97M	0.85%	53
2020 Q2	$5.72M	Buy	498,156 +140,025	+39%	+$1.4M	1.4%	16
2020 Q1	$3.2M	Buy	+358,131	New	+$4.84M	1.12%	38
2017 Q2	–	Sell	-33,920	Closed	-$318K	–	184
2017 Q1	$318K	Hold	33,920	–	–	0.03%	161
2016 Q4	$303K	Buy	+33,920	New	+$294K	0.03%	162

Other funds holding IRT

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Monarch Partners Asset Management's IRT Position: Q4 2022 in Review

Monarch Partners Asset Management reduced its Independence Realty Trust (IRT) stake by 18% in Q4 2022, selling an estimated $553K and leaving 153,185 shares worth $2.58M. The position accounts for 0.76% of the portfolio, ranked #47.

Monarch Partners Asset Management first reported a position in IRT in Q4 2016 and has held it in 7 quarters since. The position peaked at $5.72M in Q2 2020. 361 funds tracked by Wall St. Rank hold IRT as of Q4 2022.

Monarch Partners Asset Management held 153,185 shares of Independence Realty Trust worth $2.58M as of Q4 2022.
Monarch Partners Asset Management sold 32,685 Independence Realty Trust shares in Q4 2022, an estimated $553K.
Independence Realty Trust made up 0.76% of Monarch Partners Asset Management's portfolio in Q4 2022, its #47 holding.
Monarch Partners Asset Management first reported a position in Independence Realty Trust in Q4 2016 and has held it in 7 quarters since.
Monarch Partners Asset Management's Independence Realty Trust position peaked at $5.72M in Q2 2020.
361 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.