MPAM
IRT icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return