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Moseley Investment Management’s Independence Realty Trust IRT Stock Holding History

Moseley Investment 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
2023
Q3 		– Sell
-18,636
Closed -$340K – 147
2023
Q2 		$340K Sell
18,636
-1,000
-5% -$17.1K 0.2% 102
2023
Q1 		$315K Hold
19,636
– – 0.2% 102
2022
Q4 		$331K Hold
19,636
– – 0.24% 97
2022
Q3 		$329K Hold
19,636
– – 0.24% 96
2022
Q2 		$407K Hold
19,636
– – 0.28% 90
2022
Q1 		$519K Buy
19,636
+10,918
+125% +$268K 0.28% 93
2021
Q4 		$225K Buy
+8,718
New +$206K 0.1% 167

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Moseley Investment Management's IRT Position: Q3 2023 in Review

Moseley Investment Management sold out of Independence Realty Trust (IRT) in Q3 2023, closing a stake of 18,636 shares — an estimated $340K sold.

Moseley Investment Management first reported a position in IRT in Q4 2021 and held it in 7 quarters. The position peaked at $519K in Q1 2022. 359 funds tracked by Wall St. Rank hold IRT as of Q3 2023.

  • Moseley Investment Management reported no remaining Independence Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Moseley Investment Management sold 18,636 Independence Realty Trust shares in Q3 2023, an estimated $340K.
  • Moseley Investment Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 7 quarters.
  • Moseley Investment Management's Independence Realty Trust position peaked at $519K in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2023.

Based on Moseley Investment Management's 13F filing for Q3 2023, filed 16 Oct 2023.