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Philadelphia Financial Management of San Francisco’s Independence Realty Trust IRT Stock Holding History

Philadelphia Financial Management of San Francisco’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
Q1 		– Sell
-272,918
Closed -$2.43M – 37
2016
Q4 		$2.43M Buy
+272,918
New +$2.36M 0.55% 29

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.47B AUM 18.73% 1-Year Est. Return

Philadelphia Financial Management of San Francisco's IRT Position: Q1 2017 in Review

Philadelphia Financial Management of San Francisco sold out of Independence Realty Trust (IRT) in Q1 2017, closing a stake of 272,918 shares — an estimated $2.43M sold.

Philadelphia Financial Management of San Francisco first reported a position in IRT in Q4 2016 and held it in 1 quarter. The position peaked at $2.43M in Q4 2016. 136 funds tracked by Wall St. Rank hold IRT as of Q1 2017.

  • Philadelphia Financial Management of San Francisco reported no remaining Independence Realty Trust position as of Q1 2017 after selling out during the quarter.
  • Philadelphia Financial Management of San Francisco sold 272,918 Independence Realty Trust shares in Q1 2017, an estimated $2.43M.
  • Philadelphia Financial Management of San Francisco first reported a position in Independence Realty Trust in Q4 2016 and held it in 1 quarter.
  • Philadelphia Financial Management of San Francisco's Independence Realty Trust position peaked at $2.43M in Q4 2016.
  • 136 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2017.

Based on Philadelphia Financial Management of San Francisco's 13F filing for Q1 2017, filed 15 May 2017.