Westfield Capital Management
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Westfield Capital Management’s Independence Realty Trust IRT Stock Holding History

Westfield Capital Management’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
2023
Q1 		– Sell
-1,977,901
Closed -$33.3M – 241
2022
Q4 		$33.3M Sell
1,977,901
-18,669
-0.9% -$316K 0.26% 130
2022
Q3 		$33.4M Buy
1,996,570
+19,881
+1% +$402K 0.27% 134
2022
Q2 		$41M Buy
1,976,689
+182,143
+10% +$4.38M 0.32% 118
2022
Q1 		$47.4M Buy
1,794,546
+425,037
+31% +$10.4M 0.3% 116
2021
Q4 		$35.4M Buy
+1,369,509
New +$32.4M 0.21% 143

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westfield Capital Management's IRT Position: Q1 2023 in Review

Westfield Capital Management sold out of Independence Realty Trust (IRT) in Q1 2023, closing a stake of 1,977,901 shares — an estimated $33.3M sold.

Westfield Capital Management first reported a position in IRT in Q4 2021 and held it in 5 quarters. The position peaked at $47.4M in Q1 2022. 352 funds tracked by Wall St. Rank hold IRT as of Q1 2023.

  • Westfield Capital Management reported no remaining Independence Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Westfield Capital Management sold 1,977,901 Independence Realty Trust shares in Q1 2023, an estimated $33.3M.
  • Westfield Capital Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 5 quarters.
  • Westfield Capital Management's Independence Realty Trust position peaked at $47.4M in Q1 2022.
  • 352 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2023.

Based on Westfield Capital Management's 13F filing for Q1 2023, filed 12 May 2023.