UBS AM’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.11M | Sell |
232,338
-10,066
| -4% | -$178K | ﹤0.01% | 1799 |
|
2025
Q1 | $5.15M | Sell |
242,404
-4,124
| -2% | -$87.6K | ﹤0.01% | 1556 |
|
2024
Q4 | $4.89M | Sell |
246,528
-1,186,530
| -83% | -$23.5M | ﹤0.01% | 1623 |
|
2024
Q3 | $29.4M | Buy |
1,433,058
+1,157,052
| +419% | +$23.7M | 0.01% | 814 |
|
2024
Q2 | $5.17M | Sell |
276,006
-1,077,338
| -80% | -$20.2M | ﹤0.01% | 1460 |
|
2024
Q1 | $21.8M | Sell |
1,353,344
-19,072
| -1% | -$308K | 0.01% | 769 |
|
2023
Q4 | $21M | Buy |
1,372,416
+104,010
| +8% | +$1.59M | 0.01% | 754 |
|
2023
Q3 | $17.8M | Sell |
1,268,406
-117,595
| -8% | -$1.65M | 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% | +$2.1M | 0.01% | 742 |
|
2022
Q4 | $21.2M | Buy |
1,255,162
+246,005
| +24% | +$4.15M | 0.01% | 745 |
|
2022
Q3 | $16.9M | Sell |
1,009,157
-63,333
| -6% | -$1.06M | 0.01% | 804 |
|
2022
Q2 | $22.2M | Buy |
1,072,490
+44,779
| +4% | +$928K | 0.01% | 709 |
|
2022
Q1 | $27.2M | Buy |
1,027,711
+433,288
| +73% | +$11.5M | 0.01% | 763 |
|
2021
Q4 | $15.4M | Buy |
594,423
+35,036
| +6% | +$905K | 0.01% | 972 |
|
2021
Q3 | $11.4M | Sell |
559,387
-25,429
| -4% | -$517K | ﹤0.01% | 1043 |
|
2021
Q2 | $10.7M | Sell |
584,816
-62,409
| -10% | -$1.14M | ﹤0.01% | 1100 |
|
2021
Q1 | $9.84M | Buy |
647,225
+63,288
| +11% | +$962K | ﹤0.01% | 1090 |
|
2020
Q4 | $7.84M | Buy |
583,937
+64,200
| +12% | +$862K | ﹤0.01% | 1132 |
|
2020
Q3 | $6.02M | Buy |
519,737
+69,120
| +15% | +$801K | ﹤0.01% | 1088 |
|
2020
Q2 | $5.18M | Buy |
450,617
+52,935
| +13% | +$608K | ﹤0.01% | 1103 |
|
2020
Q1 | $3.56M | Buy |
397,682
+6,484
| +2% | +$58K | ﹤0.01% | 1189 |
|
2019
Q4 | $5.51M | Buy |
391,198
+14,840
| +4% | +$209K | ﹤0.01% | 1154 |
|
2019
Q3 | $5.39M | Buy |
376,358
+95,035
| +34% | +$1.36M | ﹤0.01% | 1177 |
|
2019
Q2 | $3.25M | Sell |
281,323
-25,053
| -8% | -$290K | ﹤0.01% | 1373 |
|
2019
Q1 | $3.31M | Buy |
306,376
+70,515
| +30% | +$761K | ﹤0.01% | 1306 |
|
2018
Q4 | $2.17M | Sell |
235,861
-3,888
| -2% | -$35.7K | ﹤0.01% | 1402 |
|
2018
Q3 | $2.52M | Buy |
239,749
+35,666
| +17% | +$375K | ﹤0.01% | 1408 |
|
2018
Q2 | $2.1M | Buy |
204,083
+154,743
| +314% | +$1.6M | ﹤0.01% | 1487 |
|
2018
Q1 | $453K | Buy |
49,340
+10,546
| +27% | +$96.8K | ﹤0.01% | 2069 |
|
2017
Q4 | $391K | Buy |
38,794
+2,593
| +7% | +$26.2K | ﹤0.01% | 2049 |
|
2017
Q3 | $368K | Buy |
36,201
+10,301
| +40% | +$105K | ﹤0.01% | 2022 |
|
2017
Q2 | $256K | Sell |
25,900
-7,458
| -22% | -$73.6K | ﹤0.01% | 2100 |
|
2017
Q1 | $313K | Buy |
33,358
+21,858
| +190% | +$205K | ﹤0.01% | 1998 |
|
2016
Q4 | $103K | Buy |
+11,500
| New | +$103K | ﹤0.01% | 2250 |
|