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

Stevens 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
2023
Q4 		– Sell
-11,812
Closed -$166K – 293
2023
Q3 		$166K Buy
+11,812
New +$195K 0.05% 222
2023
Q2 		– Sell
-19,670
Closed -$315K – 276
2023
Q1 		$315K Buy
+19,670
New +$345K 0.08% 151
2022
Q1 		– Sell
-10,074
Closed -$260K – 274
2021
Q4 		$260K Buy
+10,074
New +$239K 0.06% 215

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Stevens Capital Management's IRT Position: Q4 2023 in Review

Stevens Capital Management sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 11,812 shares — an estimated $166K sold.

Stevens Capital Management first reported a position in IRT in Q4 2021 and held it in 3 quarters. The position peaked at $315K in Q1 2023. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Stevens Capital Management reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Stevens Capital Management sold 11,812 Independence Realty Trust shares in Q4 2023, an estimated $166K.
  • Stevens Capital Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 3 quarters.
  • Stevens Capital Management's Independence Realty Trust position peaked at $315K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Stevens Capital Management's 13F filing for Q4 2023, filed 2 Feb 2024.