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

Ziegler 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
2024 Q1	$926K	Buy	57,402 +3,834	+7%	+$58.6K	0.04%	287
2023 Q4	$820K	Buy	+53,568	New	+$742K	0.04%	303
2023 Q3	–	Sell	-247,329	Closed	-$4.51M	–	399
2023 Q2	$4.51M	Buy	247,329 +5,037	+2%	+$86K	0.17%	177
2023 Q1	$3.88M	Buy	242,292 +656	+0.3%	+$11.5K	0.15%	179
2022 Q4	$4.07M	Buy	241,636 +6,397	+3%	+$108K	0.17%	174
2022 Q3	$3.94M	Sell	235,239 -19,357	-8%	-$392K	0.17%	171
2022 Q2	$5.28M	Sell	254,596 -13,313	-5%	-$320K	0.22%	160
2022 Q1	$7.08M	Buy	+267,909	New	+$6.58M	0.3%	132

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Ziegler Capital Management's IRT Position: Q1 2024 in Review

Ziegler Capital Management increased its Independence Realty Trust (IRT) stake by 7.2% in Q1 2024, buying an estimated $58.6K and bringing the position to 57,402 shares worth $926K. The position accounts for 0.04% of the portfolio, ranked #287.

Ziegler Capital Management first reported a position in IRT in Q1 2022 and has held it in 8 quarters since. The position peaked at $7.08M in Q1 2022. 333 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

Ziegler Capital Management held 57,402 shares of Independence Realty Trust worth $926K as of Q1 2024.
Ziegler Capital Management bought 3,834 Independence Realty Trust shares in Q1 2024, an estimated $58.6K.
Independence Realty Trust made up 0.04% of Ziegler Capital Management's portfolio in Q1 2024, its #287 holding.
Ziegler Capital Management first reported a position in Independence Realty Trust in Q1 2022 and has held it in 8 quarters since.
Ziegler Capital Management's Independence Realty Trust position peaked at $7.08M in Q1 2022.
333 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.