UOC
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UBS O'Connor’s Independence Realty Trust IRT Stock Holding History

UBS O'Connor’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
2022
Q1 		– Sell
-11,800
Closed -$305K – 103
2021
Q4 		$305K Sell
11,800
-238,000
-95% -$5.64M ﹤0.01% 712
2021
Q3 		$5.08M Sell
249,800
-18,900
-7% -$376K 0.04% 217
2021
Q2 		$4.9M Buy
268,700
+38,300
+17% +$650K 0.04% 231
2021
Q1 		$3.5M Buy
230,400
+172,200
+296% +$2.44M 0.05% 347
2020
Q4 		$782K Buy
+58,200
New +$744K 0.02% 447
2017
Q1 		– Sell
-294,637
Closed -$2.63M – 450
2016
Q4 		$2.63M Sell
294,637
-942,469
-76% -$8.16M 0.05% 282
2016
Q3 		$11.1M Buy
+1,237,106
New +$11.5M 0.17% 128

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

UBS O'Connor's IRT Position: Q1 2022 in Review

UBS O'Connor sold out of Independence Realty Trust (IRT) in Q1 2022, closing a stake of 11,800 shares — an estimated $305K sold.

UBS O'Connor first reported a position in IRT in Q3 2016 and held it in 7 quarters. The position peaked at $11.1M in Q3 2016. 391 funds tracked by Wall St. Rank hold IRT as of Q1 2022.

  • UBS O'Connor reported no remaining Independence Realty Trust position as of Q1 2022 after selling out during the quarter.
  • UBS O'Connor sold 11,800 Independence Realty Trust shares in Q1 2022, an estimated $305K.
  • UBS O'Connor first reported a position in Independence Realty Trust in Q3 2016 and held it in 7 quarters.
  • UBS O'Connor's Independence Realty Trust position peaked at $11.1M in Q3 2016.
  • 391 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2022.

Based on UBS O'Connor's 13F filing for Q1 2022, filed 16 May 2022.