O'Shaughnessy Asset Management’s Independence Realty Trust IRT Stock Holding History

O'Shaughnessy 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
2021 Q4	–	Sell	-359	Closed	-$7K	–	1843
2021 Q3	$7K	Hold	359	–	–	﹤0.01%	2247
2021 Q2	$7K	Hold	359	–	–	﹤0.01%	2073
2021 Q1	$5K	Hold	359	–	–	﹤0.01%	1928
2020 Q4	$5K	Sell	359 -14,583	-98%	-$186K	﹤0.01%	1672
2020 Q3	$174K	Sell	14,942 -3,776	-20%	-$43.3K	0.01%	744
2020 Q2	$215K	Buy	18,718 +317	+2%	+$3.16K	0.01%	624
2020 Q1	$165K	Sell	18,401 -1,612	-8%	-$21.8K	0.01%	523
2019 Q4	$281K	Buy	+20,013	New	+$292K	0.01%	529
2018 Q1	–	Sell	-187	Closed	-$2K	–	956
2017 Q4	$2K	Hold	187	–	–	﹤0.01%	869
2017 Q3	$2K	Buy	187 +11	+6%	+$111	﹤0.01%	846
2017 Q2	$2K	Buy	176 +17	+11%	+$161	﹤0.01%	826
2017 Q1	$1K	Buy	+159	New	+$1.45K	﹤0.01%	842

Other funds holding IRT

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

O'Shaughnessy Asset Management's IRT Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Independence Realty Trust (IRT) in Q4 2021, closing a stake of 359 shares — an estimated $7K sold.

O'Shaughnessy Asset Management first reported a position in IRT in Q1 2017 and held it in 12 quarters. The position peaked at $281K in Q4 2019. 388 funds tracked by Wall St. Rank hold IRT as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Independence Realty Trust position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 359 Independence Realty Trust shares in Q4 2021, an estimated $7K.
O'Shaughnessy Asset Management first reported a position in Independence Realty Trust in Q1 2017 and held it in 12 quarters.
O'Shaughnessy Asset Management's Independence Realty Trust position peaked at $281K in Q4 2019.
388 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.