Wellington Management Group’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.5M | Sell |
2,453,499
-29,186
| -1% | -$479K | 0.01% | 819 |
|
|
2025
Q4 | $43.4M | Sell |
2,482,685
-3,612,091
| -59% | -$59.9M | 0.01% | 771 |
|
|
2025
Q3 | $99.9M | Sell |
6,094,776
-6,225,133
| -51% | -$108M | 0.02% | 554 |
|
|
2025
Q2 | $218M | Sell |
12,319,909
-1,250,266
| -9% | -$23.5M | 0.04% | 339 |
|
|
2025
Q1 | $288M | Buy |
13,570,175
+171,228
| +1% | +$3.45M | 0.06% | 265 |
|
|
2024
Q4 | $266M | Buy |
13,398,947
+2,037,968
| +18% | +$41.6M | 0.05% | 300 |
|
|
2024
Q3 | $233M | Buy |
11,360,979
+2,225,371
| +24% | +$43.8M | 0.04% | 357 |
|
|
2024
Q2 | $171M | Buy |
9,135,608
+6,762,576
| +285% | +$113M | 0.03% | 419 |
|
|
2024
Q1 | $38.3M | Sell |
2,373,032
-77,374
| -3% | -$1.18M | 0.01% | 783 |
|
|
2023
Q4 | $37.5M | Sell |
2,450,406
-168,503
| -6% | -$2.33M | 0.01% | 786 |
|
|
2023
Q3 | $36.8M | Sell |
2,618,909
-862,446
| -25% | -$14.2M | 0.01% | 778 |
|
|
2023
Q2 | $63.4M | Sell |
3,481,355
-1,473,216
| -30% | -$25.2M | 0.01% | 658 |
|
|
2023
Q1 | $79.4M | Buy |
4,954,571
+3,420,634
| +223% | +$59.9M | 0.02% | 592 |
|
|
2022
Q4 | $25.9M | Sell |
1,533,937
-2,954,253
| -66% | -$50M | 0.01% | 860 |
|
|
2022
Q3 | $75.1M | Sell |
4,488,190
-2,698,908
| -38% | -$54.6M | 0.02% | 578 |
|
|
2022
Q2 | $149M | Sell |
7,187,098
-307,797
| -4% | -$7.41M | 0.03% | 448 |
|
|
2022
Q1 | $198M | Buy |
7,494,895
+101,479
| +1% | +$2.49M | 0.03% | 420 |
|
|
2021
Q4 | $191M | Buy |
7,393,416
+625,139
| +9% | +$14.8M | 0.03% | 455 |
|
|
2021
Q3 | $138M | Sell |
6,768,277
-113,928
| -2% | -$2.26M | 0.02% | 536 |
|
|
2021
Q2 | $125M | Buy |
6,882,205
+1,587,162
| +30% | +$26.9M | 0.02% | 571 |
|
|
2021
Q1 | $80.5M | Buy |
5,295,043
+652,300
| +14% | +$9.25M | 0.01% | 671 |
|
|
2020
Q4 | $62.4M | Buy |
4,642,743
+1,511,013
| +48% | +$19.3M | 0.01% | 705 |
|
|
2020
Q3 | $36.3M | Buy |
3,131,730
+310,620
| +11% | +$3.56M | 0.01% | 781 |
|
|
2020
Q2 | $32.4M | Buy |
2,821,110
+616,304
| +28% | +$6.15M | 0.01% | 805 |
|
|
2020
Q1 | $19.7M | Buy |
2,204,806
+1,614,086
| +273% | +$21.8M | 0.01% | 878 |
|
|
2019
Q4 | $8.32M | Buy |
590,720
+40,772
| +7% | +$594K | ﹤0.01% | 1210 |
|
|
2019
Q3 | $7.87M | Buy |
549,948
+484,377
| +739% | +$6.37M | ﹤0.01% | 1233 |
|
|
2019
Q2 | $759K | Buy |
+65,571
| New | +$720K | ﹤0.01% | 1822 |
|
|
2018
Q4 | – | Sell |
-40,302
| Closed | -$424K | – | 2118 |
|
|
2018
Q3 | $424K | Hold |
40,302
| – | – | ﹤0.01% | 2076 |
|
|
2018
Q2 | $415K | Hold |
40,302
| – | – | ﹤0.01% | 2088 |
|
|
2018
Q1 | $370K | Sell |
40,302
-12,650
| -24% | -$115K | ﹤0.01% | 2063 |
|
|
2017
Q4 | $535K | Buy |
+52,952
| New | +$546K | ﹤0.01% | 2030 |
|
|
2016
Q4 | – | Sell |
-76,595
| Closed | -$689K | – | 2226 |
|
|
2016
Q3 | $689K | Buy |
+76,595
| New | +$714K | ﹤0.01% | 1930 |
|
|
2014
Q1 | – | Sell |
-535,000
| Closed | -$4.46M | – | 2189 |
|
|
2013
Q4 | $4.46M | Hold |
535,000
| – | – | ﹤0.01% | 1489 |
|
|
2013
Q3 | $4.43M | Buy |
+535,000
| New | +$4.45M | ﹤0.01% | 1467 |
|
Other funds holding IRT
VPM
VCM
NAMI
