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
2024
Q2 		– Sell
-10,000
Closed -$161K – 9782
2024
Q1 		$161K Sell
10,000
-30,000
-75% -$459K ﹤0.01% 5992
2023
Q4 		$612K Buy
+40,000
New +$554K ﹤0.01% 4934
2023
Q2 		– Sell
-600
Closed -$9.62K – 9252
2023
Q1 		$9.62K Buy
+600
New +$10.5K ﹤0.01% 7639

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.