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Next Financial Group’s Independence Realty Trust IRT Stock Holding History

Next Financial Group’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
2021
Q4 		$525K Buy
+20,320
New +$481K 0.03% 526
2019
Q4 		– Sell
-16
Closed – – 2439
2019
Q3 		$0 Hold
16
– – ﹤0.01% 2362
2019
Q2 		$0 Hold
16
– – ﹤0.01% 2339
2019
Q1 		$0 Hold
16
– – ﹤0.01% 1870
2018
Q4 		$0 Buy
+16
New +$158 ﹤0.01% 2019

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Next Financial Group's IRT Position: Q4 2021 in Review

Next Financial Group opened a new position in Independence Realty Trust (IRT) in Q4 2021: 20,320 shares worth $525K. The stake represents 0.03% of the portfolio and ranks #526 among its holdings. This is a return to the name: Next Financial Group previously reported a position in IRT as recently as Q3 2019.

Next Financial Group first reported a position in IRT in Q4 2018 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold IRT as of Q4 2021.

  • Next Financial Group held 20,320 shares of Independence Realty Trust worth $525K as of Q4 2021.
  • Independence Realty Trust was a new Next Financial Group position in Q4 2021.
  • Independence Realty Trust made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #526 holding.
  • Next Financial Group first reported a position in Independence Realty Trust in Q4 2018 and has held it in 5 quarters since.
  • 387 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.