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Thornburg Investment Management’s Independence Realty Trust IRT Stock Holding History

Thornburg Investment 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
-492,494
Closed -$6.93M – 203
2023
Q3 		$6.93M Sell
492,494
-77,116
-14% -$1.27M 0.11% 119
2023
Q2 		$10.4M Sell
569,610
-10,589
-2% -$181K 0.17% 99
2023
Q1 		$9.3M Hold
580,199
– – 0.15% 106
2022
Q4 		$9.78M Sell
580,199
-7,219
-1% -$122K 0.17% 102
2022
Q3 		$9.83M Buy
587,418
+13,310
+2% +$269K 0.17% 101
2022
Q2 		$11.9M Buy
+574,108
New +$13.8M 0.18% 98

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 $3.37T AUM 44.26% 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

Thornburg Investment Management's IRT Position: Q4 2023 in Review

Thornburg Investment Management sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 492,494 shares — an estimated $6.93M sold.

Thornburg Investment Management first reported a position in IRT in Q2 2022 and held it in 6 quarters. The position peaked at $11.9M in Q2 2022. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Thornburg Investment Management reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Thornburg Investment Management sold 492,494 Independence Realty Trust shares in Q4 2023, an estimated $6.93M.
  • Thornburg Investment Management first reported a position in Independence Realty Trust in Q2 2022 and held it in 6 quarters.
  • Thornburg Investment Management's Independence Realty Trust position peaked at $11.9M in Q2 2022.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Thornburg Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.