Yorktown Management & Research Company’s Independence Realty Trust IRT Stock Holding History

Yorktown Management & Research Company’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
2016 Q4	–	Sell	-12,400	Closed	-$112K	–	381
2016 Q3	$112K	Buy	+12,400	New	+$116K	0.02%	286
2016 Q1	–	Sell	-260,000	Closed	-$1.95M	–	385
2015 Q4	$1.95M	Sell	260,000 -107,500	-29%	-$818K	0.35%	99
2015 Q3	$2.65M	Sell	367,500 -27,000	-7%	-$207K	0.44%	70
2015 Q2	$2.97M	Hold	394,500	–	–	0.52%	60
2015 Q1	$3.74M	Hold	394,500	–	–	0.68%	40
2014 Q4	$3.67M	Buy	394,500 +105,000	+36%	+$999K	0.77%	36
2014 Q3	$2.8M	Buy	289,500 +172,500	+147%	+$1.72M	0.54%	47
2014 Q2	$1.11M	Sell	117,000 -72,800	-38%	-$657K	0.21%	86
2014 Q1	$1.69M	Buy	+189,800	New	+$1.63M	0.32%	62

Other funds holding IRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCMT

Highland Capital Management (Texas) Dallas, Texas $39M AUM

VOAM

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HCM

Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Yorktown Management & Research Company's IRT Position: Q4 2016 in Review

Yorktown Management & Research Company sold out of Independence Realty Trust (IRT) in Q4 2016, closing a stake of 12,400 shares — an estimated $112K sold.

Yorktown Management & Research Company first reported a position in IRT in Q1 2014 and held it in 9 quarters. The position peaked at $3.74M in Q1 2015. 145 funds tracked by Wall St. Rank hold IRT as of Q4 2016.

Yorktown Management & Research Company reported no remaining Independence Realty Trust position as of Q4 2016 after selling out during the quarter.
Yorktown Management & Research Company sold 12,400 Independence Realty Trust shares in Q4 2016, an estimated $112K.
Yorktown Management & Research Company first reported a position in Independence Realty Trust in Q1 2014 and held it in 9 quarters.
Yorktown Management & Research Company's Independence Realty Trust position peaked at $3.74M in Q1 2015.
145 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2016.

Based on Yorktown Management & Research Company's 13F filing for Q4 2016, filed 10 Feb 2017.