UBS AM
IRT icon

UBS AM’s Independence Realty Trust IRT Stock Holding History

UBS AM’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
2026
Q1 		$64.1K Buy
4,307
+3,246
+306% +$53.3K ﹤0.01% 2912
2025
Q4 		$18.5K Sell
1,061
-1,311,552
-100% -$21.7M ﹤0.01% 2748
2025
Q3 		$21.5M Buy
1,312,613
+1,080,275
+465% +$18.7M ﹤0.01% 797
2025
Q2 		$4.11M Sell
232,338
-10,066
-4% -$189K ﹤0.01% 1799
2025
Q1 		$5.15M Sell
242,404
-4,124
-2% -$83K ﹤0.01% 1556
2024
Q4 		$4.89M Sell
246,528
-1,186,530
-83% -$24.2M ﹤0.01% 1623
2024
Q3 		$29.4M Buy
1,433,058
+1,157,052
+419% +$22.8M 0.01% 814
2024
Q2 		$5.17M Sell
276,006
-1,077,338
-80% -$18M ﹤0.01% 1460
2024
Q1 		$21.8M Sell
1,353,344
-19,072
-1% -$292K 0.01% 769
2023
Q4 		$21M Buy
1,372,416
+104,010
+8% +$1.44M 0.01% 754
2023
Q3 		$17.8M Sell
1,268,406
-117,595
-8% -$1.94M 0.01% 786
2023
Q2 		$22.2M Hold
1,386,001
– – 0.01% 742
2023
Q1 		$22.2M Buy
1,386,001
+130,839
+10% +$2.29M 0.01% 742
2022
Q4 		$21.2M Buy
1,255,162
+246,005
+24% +$4.16M 0.01% 745
2022
Q3 		$16.9M Sell
1,009,157
-63,333
-6% -$1.28M 0.01% 804
2022
Q2 		$22.2M Buy
1,072,490
+44,779
+4% +$1.08M 0.01% 709
2022
Q1 		$27.2M Buy
1,027,711
+433,288
+73% +$10.6M 0.01% 763
2021
Q4 		$15.4M Buy
594,423
+35,036
+6% +$830K 0.01% 972
2021
Q3 		$11.4M Sell
559,387
-25,429
-4% -$505K ﹤0.01% 1043
2021
Q2 		$10.7M Sell
584,816
-62,409
-10% -$1.06M ﹤0.01% 1100
2021
Q1 		$9.84M Buy
647,225
+63,288
+11% +$898K ﹤0.01% 1090
2020
Q4 		$7.84M Buy
583,937
+64,200
+12% +$821K ﹤0.01% 1132
2020
Q3 		$6.02M Buy
519,737
+69,120
+15% +$792K ﹤0.01% 1088
2020
Q2 		$5.18M Buy
450,617
+52,935
+13% +$528K ﹤0.01% 1103
2020
Q1 		$3.56M Buy
397,682
+6,484
+2% +$87.6K ﹤0.01% 1189
2019
Q4 		$5.51M Buy
391,198
+14,840
+4% +$216K ﹤0.01% 1154
2019
Q3 		$5.39M Buy
376,358
+95,035
+34% +$1.25M ﹤0.01% 1177
2019
Q2 		$3.25M Sell
281,323
-25,053
-8% -$275K ﹤0.01% 1373
2019
Q1 		$3.31M Buy
306,376
+70,515
+30% +$725K ﹤0.01% 1306
2018
Q4 		$2.17M Sell
235,861
-3,888
-2% -$38.4K ﹤0.01% 1402
2018
Q3 		$2.52M Buy
239,749
+35,666
+17% +$364K ﹤0.01% 1408
2018
Q2 		$2.1M Buy
204,083
+154,743
+314% +$1.49M ﹤0.01% 1487
2018
Q1 		$453K Buy
49,340
+10,546
+27% +$95.5K ﹤0.01% 2069
2017
Q4 		$391K Buy
38,794
+2,593
+7% +$26.7K ﹤0.01% 2049
2017
Q3 		$368K Buy
36,201
+10,301
+40% +$104K ﹤0.01% 2022
2017
Q2 		$256K Sell
25,900
-7,458
-22% -$70.8K ﹤0.01% 2100
2017
Q1 		$313K Buy
33,358
+21,858
+190% +$199K ﹤0.01% 1998
2016
Q4 		$103K Buy
+11,500
New +$99.5K ﹤0.01% 2250

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM's IRT Position: Q1 2026 in Review

UBS AM increased its Independence Realty Trust (IRT) stake by 306% in Q1 2026, buying an estimated $53.3K and bringing the position to 4,307 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2912.

UBS AM first reported a position in IRT in Q4 2016 and has held it in 38 quarters since. The position peaked at $29.4M in Q3 2024. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • UBS AM held 4,307 shares of Independence Realty Trust worth $64.1K as of Q1 2026.
  • UBS AM bought 3,246 Independence Realty Trust shares in Q1 2026, an estimated $53.3K.
  • Independence Realty Trust made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2912 holding.
  • UBS AM first reported a position in Independence Realty Trust in Q4 2016 and has held it in 38 quarters since.
  • UBS AM's Independence Realty Trust position peaked at $29.4M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.