UBS Group
IRT icon

UBS Group’s Independence Realty Trust IRT Stock Holding History

UBS Group’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 		$23.1M Sell
1,549,985
-6,145,565
-80% -$101M ﹤0.01% 2424
2025
Q4 		$135M Buy
7,695,550
+6,020,330
+359% +$99.8M 0.02% 806
2025
Q3 		$27.5M Sell
1,675,220
-125,146
-7% -$2.17M ﹤0.01% 2226
2025
Q2 		$31.8M Buy
1,800,366
+243,784
+16% +$4.58M 0.01% 1921
2025
Q1 		$33M Sell
1,556,582
-63,273
-4% -$1.27M 0.01% 1869
2024
Q4 		$32.1M Buy
1,619,855
+511,296
+46% +$10.4M 0.01% 1862
2024
Q3 		$22.7M Buy
1,108,559
+90,943
+9% +$1.79M 0.01% 1721
2024
Q2 		$19.1M Buy
1,017,616
+584,960
+135% +$9.78M ﹤0.01% 1720
2024
Q1 		$6.98M Sell
432,656
-2,673,823
-86% -$40.9M ﹤0.01% 2605
2023
Q4 		$47.5M Buy
3,106,479
+3,022,843
+3,614% +$41.9M 0.01% 993
2023
Q3 		$1.18M Sell
83,636
-3,860
-4% -$63.7K ﹤0.01% 3933
2023
Q2 		$1.59M Buy
87,496
+7,681
+10% +$131K ﹤0.01% 3757
2023
Q1 		$1.28M Sell
79,815
-7,955
-9% -$139K ﹤0.01% 3884
2022
Q4 		$1.48M Buy
87,770
+40,961
+88% +$693K ﹤0.01% 3688
2022
Q3 		$783K Buy
46,809
+689
+1% +$13.9K ﹤0.01% 3959
2022
Q2 		$956K Buy
46,120
+18,221
+65% +$438K ﹤0.01% 3776
2022
Q1 		$738K Sell
27,899
-75,392
-73% -$1.85M ﹤0.01% 4387
2021
Q4 		$2.67M Sell
103,291
-23,405
-18% -$554K ﹤0.01% 3475
2021
Q3 		$2.58M Buy
126,696
+64,457
+104% +$1.28M ﹤0.01% 3357
2021
Q2 		$1.13M Sell
62,239
-54,337
-47% -$922K ﹤0.01% 4079
2021
Q1 		$1.77M Sell
116,576
-664
-0.6% -$9.42K ﹤0.01% 3677
2020
Q4 		$1.57M Sell
117,240
-2,154
-2% -$27.5K ﹤0.01% 3624
2020
Q3 		$1.38M Buy
119,394
+3,563
+3% +$40.8K ﹤0.01% 3402
2020
Q2 		$1.33M Buy
115,831
+29,460
+34% +$294K ﹤0.01% 3265
2020
Q1 		$773K Sell
86,371
-135,866
-61% -$1.84M ﹤0.01% 3566
2019
Q4 		$3.13M Buy
222,237
+41,502
+23% +$605K ﹤0.01% 3083
2019
Q3 		$2.59M Sell
180,735
-24,664
-12% -$324K ﹤0.01% 3058
2019
Q2 		$2.38M Sell
205,399
-5,780
-3% -$63.4K ﹤0.01% 2984
2019
Q1 		$2.28M Buy
211,179
+26,125
+14% +$269K ﹤0.01% 2880
2018
Q4 		$1.7M Sell
185,054
-37,471
-17% -$370K ﹤0.01% 3194
2018
Q3 		$2.34M Buy
222,525
+38,227
+21% +$390K ﹤0.01% 3082
2018
Q2 		$1.9M Buy
184,298
+28,445
+18% +$274K ﹤0.01% 3222
2018
Q1 		$1.43M Sell
155,853
-35,439
-19% -$321K ﹤0.01% 3405
2017
Q4 		$1.93M Buy
191,292
+58,458
+44% +$603K ﹤0.01% 3239
2017
Q3 		$1.35M Buy
132,834
+101,322
+322% +$1.02M ﹤0.01% 3453
2017
Q2 		$311K Sell
31,512
-36,194
-53% -$344K ﹤0.01% 4459
2017
Q1 		$634K Buy
67,706
+384
+0.6% +$3.5K ﹤0.01% 3875
2016
Q4 		$601K Sell
67,322
-76,343
-53% -$661K ﹤0.01% 3969
2016
Q3 		$1.29M Buy
143,665
+131,730
+1,104% +$1.23M ﹤0.01% 3229
2016
Q2 		$98K Buy
+11,935
New +$89.1K ﹤0.01% 5043
2016
Q1 		– Sell
-3,461
Closed -$26K – 7883
2015
Q4 		$26K Buy
3,461
+3,261
+1,631% +$24.8K ﹤0.01% 6464
2015
Q3 		$1K Sell
200
-65
-25% -$498 ﹤0.01% 8222
2015
Q2 		$2K Sell
265
-4,792
-95% -$42.2K ﹤0.01% 8195
2015
Q1 		$48K Buy
5,057
+2,501
+98% +$23.6K ﹤0.01% 6086
2014
Q4 		$24K Buy
+2,556
New +$24.3K ﹤0.01% 7385

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 Group's IRT Position: Q1 2026 in Review

UBS Group reduced its Independence Realty Trust (IRT) stake by 80% in Q1 2026, selling an estimated $101M and leaving 1,549,985 shares worth $23.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

UBS Group first reported a position in IRT in Q4 2014 and has held it in 45 quarters since. The position peaked at $135M in Q4 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • UBS Group held 1,549,985 shares of Independence Realty Trust worth $23.1M as of Q1 2026.
  • UBS Group sold 6,145,565 Independence Realty Trust shares in Q1 2026, an estimated $101M.
  • Independence Realty Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2424 holding.
  • UBS Group first reported a position in Independence Realty Trust in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's Independence Realty Trust position peaked at $135M in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.