New York Life Investment Management’s Independence Realty Trust IRT Stock Holding History

New York Life 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
2024 Q4	–	Sell	-27,529	Closed	-$564K	–	848
2024 Q3	$564K	Sell	27,529 -6,699	-20%	-$132K	0.01%	800
2024 Q2	$641K	Sell	34,228 -20,650	-38%	-$345K	0.01%	776
2024 Q1	$885K	Buy	54,878 +21,832	+66%	+$334K	0.01%	705
2023 Q4	$506K	Buy	+33,046	New	+$458K	0.01%	827
2023 Q1	–	Sell	-27,666	Closed	-$466K	–	1293
2022 Q4	$466K	Buy	27,666 +2,243	+9%	+$37.9K	0.01%	970
2022 Q3	$425K	Buy	25,423 +7,785	+44%	+$158K	0.01%	888
2022 Q2	$366K	Buy	+17,638	New	+$424K	﹤0.01%	1061

Other funds holding IRT

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

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

New York Life Investment Management's IRT Position: Q4 2024 in Review

New York Life Investment Management sold out of Independence Realty Trust (IRT) in Q4 2024, closing a stake of 27,529 shares — an estimated $564K sold.

New York Life Investment Management first reported a position in IRT in Q2 2022 and held it in 7 quarters. The position peaked at $885K in Q1 2024. 406 funds tracked by Wall St. Rank hold IRT as of Q4 2024.

New York Life Investment Management reported no remaining Independence Realty Trust position as of Q4 2024 after selling out during the quarter.
New York Life Investment Management sold 27,529 Independence Realty Trust shares in Q4 2024, an estimated $564K.
New York Life Investment Management first reported a position in Independence Realty Trust in Q2 2022 and held it in 7 quarters.
New York Life Investment Management's Independence Realty Trust position peaked at $885K in Q1 2024.
406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2024.

Based on New York Life Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.