Pendal Group’s Independence Realty Trust IRT Stock Holding History

Pendal 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
2022 Q4	$578K	Sell	34,273 -29,670	-46%	-$502K	0.01%	355
2022 Q3	$1.07M	Sell	63,943 -20,290	-24%	-$411K	0.01%	271
2022 Q2	$1.75M	Sell	84,233 -11,300	-12%	-$272K	0.02%	224
2022 Q1	$2.53M	Hold	95,533	–	–	0.02%	216
2021 Q4	$2.47M	Buy	95,533 +9,000	+10%	+$213K	0.02%	221
2021 Q3	$1.76M	Buy	86,533 +23,633	+38%	+$470K	0.01%	248
2021 Q2	$1.15M	Buy	62,900 +1,400	+2%	+$23.8K	0.01%	324
2021 Q1	$935K	Buy	61,500 +3,300	+6%	+$46.8K	0.01%	327
2020 Q4	$782K	Buy	58,200 +4,700	+9%	+$60.1K	0.01%	329
2020 Q3	$620K	Buy	53,500 +6,000	+13%	+$68.8K	0.01%	299
2020 Q2	$546K	Buy	+47,500	New	+$474K	0.01%	307

Other funds holding IRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pendal Group's IRT Position: Q4 2022 in Review

Pendal Group reduced its Independence Realty Trust (IRT) stake by 46% in Q4 2022, selling an estimated $502K and leaving 34,273 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #355.

Pendal Group first reported a position in IRT in Q2 2020 and has held it in 11 quarters since. The position peaked at $2.53M in Q1 2022. 362 funds tracked by Wall St. Rank hold IRT as of Q4 2022.

Pendal Group held 34,273 shares of Independence Realty Trust worth $578K as of Q4 2022.
Pendal Group sold 29,670 Independence Realty Trust shares in Q4 2022, an estimated $502K.
Independence Realty Trust made up 0.01% of Pendal Group's portfolio in Q4 2022, its #355 holding.
Pendal Group first reported a position in Independence Realty Trust in Q2 2020 and has held it in 11 quarters since.
Pendal Group's Independence Realty Trust position peaked at $2.53M in Q1 2022.
362 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2022.

Based on Pendal Group's 13F filing for Q4 2022, filed 19 Jan 2023.