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Penn Capital Management’s Independence Realty Trust IRT Stock Holding History

Penn Capital 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
Q1 		– Sell
-32,514
Closed -$497K – 154
2023
Q4 		$497K Hold
32,514
– – 0.05% 136
2023
Q3 		$457K Hold
32,514
– – 0.05% 132
2023
Q2 		$592K Sell
32,514
-465
-1% -$7.94K 0.06% 130
2023
Q1 		$529K Buy
32,979
+6,586
+25% +$115K 0.05% 141
2022
Q4 		$445K Hold
26,393
– – 0.05% 149
2022
Q3 		$442K Hold
26,393
– – 0.05% 156
2022
Q2 		$547K Buy
+26,393
New +$635K 0.06% 157

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Penn Capital Management's IRT Position: Q1 2024 in Review

Penn Capital Management sold out of Independence Realty Trust (IRT) in Q1 2024, closing a stake of 32,514 shares — an estimated $497K sold.

Penn Capital Management first reported a position in IRT in Q2 2022 and held it in 7 quarters. The position peaked at $592K in Q2 2023. 332 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

  • Penn Capital Management reported no remaining Independence Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Penn Capital Management sold 32,514 Independence Realty Trust shares in Q1 2024, an estimated $497K.
  • Penn Capital Management first reported a position in Independence Realty Trust in Q2 2022 and held it in 7 quarters.
  • Penn Capital Management's Independence Realty Trust position peaked at $592K in Q2 2023.
  • 332 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Penn Capital Management's 13F filing for Q1 2024, filed 15 May 2024.