Independence Realty Trust Ownership | Who Owns Independence Realty Trust?
Independence Realty Trust Ownership Summary
Independence Realty Trust is owned by 98.75% institutional investors, 0.73% insiders, and 0.51% retail investors. Blackrock is the largest institutional shareholder, holding 14.71% of IRT shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.94% of its assets in Independence Realty Trust shares.
IRT Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Independence Realty Trust | 98.75% | 0.73% | 0.51% |
Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
Industry | Residential REIT Stocks | 77.14% | 4.67% | 18.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock | 33.04M | 14.71% | $619.10M |
Vanguard group | 32.63M | 14.53% | $611.57M |
T. rowe price investment management | 13.25M | 5.90% | $248.29M |
State street | 12.62M | 5.62% | $238.44M |
Alliancebernstein | 9.95M | 4.43% | $186.43M |
Macquarie group | 9.16M | 4.08% | $171.75M |
Wellington management group llp | 9.14M | 4.07% | $171.20M |
Long pond capital, lp | 8.49M | 3.78% | $159.12M |
Geode capital management | 5.81M | 2.59% | $108.84M |
Jennison associates | 5.78M | 2.57% | $108.27M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Long pond capital, lp | 8.49M | 8.50% | $159.12M |
Waterfront capital partners | 2.26M | 4.97% | $42.30M |
B&i capital | 581.66K | 3.49% | $10.90M |
Makena capital management | 535.70K | 2.33% | $10.04M |
Aurora investment managers, llc. | 137.15K | 1.84% | $2.57M |
Aew capital management l p | 1.88M | 1.70% | $35.20M |
Mesirow institutional investment management | 810.25K | 1.33% | $15.18M |
Ldr capital management | 75.28K | 1.28% | $1.41M |
Bard associates | 135.04K | 0.98% | $2.55M |
Taylor frigon capital management | 79.22K | 0.71% | $1.48M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Alliancebernstein | 9.95M | 0.07% | 9.43M |
Wellington management group llp | 9.14M | 0.03% | 6.76M |
Aew capital management l p | 1.88M | 1.70% | 1.83M |
Norges bank | 1.62M | 0.00% | 1.62M |
Cbre investment management listed real assets | 1.78M | 0.61% | 1.37M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Thrivent financial for lutherans | 721.29K | 0.03% | -3.19M |
Ranger global real estate advisors | - | - | -2.69M |
Grs advisors | - | - | -2.07M |
Long pond capital, lp | 8.49M | 8.50% | -1.92M |
Blackrock | 33.04M | 0.01% | -1.78M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 1.62M | 0.00% | 1.62M | $30.39M |
Massachusetts financial services co /ma/ | 1.20M | 0.01% | 1.20M | $22.46M |
B&i capital | 581.66K | 3.49% | 581.66K | $10.90M |
Makena capital management | 535.70K | 2.33% | 535.70K | $10.04M |
Apg asset management us | 500.00K | 0.05% | 500.00K | $9.39M |
Sold Out
Holder | Change |
---|---|
Assetmark | -1.00 |
Toronto dominion bank | -7.00 |
First manhattan co. llc. | -39.00 |
Quarry lp | -94.00 |
Stephens consulting | -155.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 379 | 12.46% | 222,014,763 | 6.67% | 98 | 1.15% | 198 | 14.45% | 117 | 8.33% |
Jun 30, 2024 | 332 | 0.30% | 207,948,366 | 6.08% | 92 | 1.21% | 171 | 15.54% | 108 | -14.96% |
Mar 31, 2024 | 331 | -1.19% | 196,022,430 | -1.04% | 87 | 1.12% | 148 | -2.63% | 127 | 3.25% |
Dec 31, 2023 | 335 | -4.56% | 198,081,529 | 5.40% | 88 | 1.26% | 152 | 4.83% | 123 | -9.56% |
Sep 30, 2023 | 351 | 0.86% | 187,937,146 | -3.22% | 83 | 1.12% | 145 | -10.49% | 136 | 2.26% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Real Estate Index Investor | 8.86M | 3.94% | -23.66K |
Vanguard Total Stock Mkt Idx Inv | 7.20M | 3.20% | -30.60K |
iShares Core S&P Mid-Cap ETF | 7.08M | 3.14% | 3.82K |
iShares Russell 2000 ETF | 5.84M | 2.60% | -13.13K |
Vanguard Small Cap Index | 5.65M | 2.51% | 11.05K |
T. Rowe Price Small-Cap Value | 4.25M | 1.89% | -38.37K |
Delaware Small Cap Core I | 3.59M | 1.60% | -22.26K |
Vanguard Institutional Extnd Mkt Idx Tr | 3.34M | 1.48% | -11.58K |
T. Rowe Price Small-Cap Stock | 3.34M | 1.48% | - |
T. Rowe Price US Small-Cap Core Equity | 3.34M | 1.48% | 614.44K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 07, 2022 | SCHAEFFER SCOTT | Chair of Board & CEO | Sell | $287.48K |
Dec 06, 2022 | SCHAEFFER SCOTT | Chair of Board & CEO | Sell | $2.69M |
May 11, 2020 | Ross Richard H | - | Sell | $154.56K |
May 12, 2020 | Ross Richard H | - | Sell | $51.34K |
Mar 20, 2020 | SCHAEFFER SCOTT | Chairman & CEO | Buy | $234.75K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2024 Q2 | - | - |
2024 Q1 | - | - |
2023 Q4 | - | - |
2023 Q3 | - | - |
2023 Q2 | - | - |
IRT Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools