PFO
IRT icon

Pathstone Family Office’s Independence Realty Trust IRT Stock Holding History

Pathstone Family Office’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
2017
Q2 		– Sell
-67
Closed -$1K – 519
2017
Q1 		$1K Buy
+67
New +$611 ﹤0.01% 480

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pathstone Family Office's IRT Position: Q2 2017 in Review

Pathstone Family Office sold out of Independence Realty Trust (IRT) in Q2 2017, closing a stake of 67 shares — an estimated $1K sold.

Pathstone Family Office first reported a position in IRT in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 158 funds tracked by Wall St. Rank hold IRT as of Q2 2017.

  • Pathstone Family Office reported no remaining Independence Realty Trust position as of Q2 2017 after selling out during the quarter.
  • Pathstone Family Office sold 67 Independence Realty Trust shares in Q2 2017, an estimated $1K.
  • Pathstone Family Office first reported a position in Independence Realty Trust in Q1 2017 and held it in 1 quarter.
  • Pathstone Family Office's Independence Realty Trust position peaked at $1K in Q1 2017.
  • 158 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2017.

Based on Pathstone Family Office's 13F filing for Q2 2017, filed 11 Aug 2017.