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
Q2 		– Sell
-27,325
Closed -$722K – 985
2022
Q1 		$722K Buy
27,325
+15,525
+132% +$381K 0.01% 726
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS O'Connor's IRT Position: Q2 2022 in Review

UBS O'Connor sold out of Independence Realty Trust (IRT) in Q2 2022, closing a stake of 27,325 shares — an estimated $722K sold.

UBS O'Connor first reported a position in IRT in Q3 2016 and held it in 8 quarters. The position peaked at $11.1M in Q3 2016. 374 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

  • UBS O'Connor reported no remaining Independence Realty Trust position as of Q2 2022 after selling out during the quarter.
  • UBS O'Connor sold 27,325 Independence Realty Trust shares in Q2 2022, an estimated $722K.
  • UBS O'Connor first reported a position in Independence Realty Trust in Q3 2016 and held it in 8 quarters.
  • UBS O'Connor's Independence Realty Trust position peaked at $11.1M in Q3 2016.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on UBS O'Connor's 13F filing for Q2 2022, filed 12 Aug 2022.