Glück Conviction Score™ ⓘ
Score-Verlauf (90 Tage)
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 16.16 | +4.4 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 16.50 | +2.2 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 16.53 | EMA50: 16.32 | |
| MACD-Histogramm | Bullisch | 10 % | 0.038 | Bullisch | |
| RSI(14) | Neutral | 10 % | 59.6 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 79.3 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 15.8 | +DI: 25.5 / −DI: 19.4 | |
| Z-Score(60) | Neutral | 5 % | 1.42 | In Range | |
| 52W-Position | Neutral | 5 % | 56.0 % | Hoch 18.53 / Tief 14.76 | |
| Bollinger(20,2σ) | Neutral | 5 % | 77.2 % | Upper 17.17 / Mid 16.51 / Lower 15.84 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0321 | R²=0.77 / annualisiert +50.6 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-01 | Gebert Richard D | Director | Open Market Sale | -500 | 16,15 | -8.075,00 | -117,7% | |
| 2026-05-01 | Gebert Richard D | Director | Open Market Sale | -500 | 16,33 | -8.165,00 | -119,0% | |
| 2026-04-17 | Brines Ned | Director | Small Acquisition | 16 | 16,08 | 257,28 | +3,8% | |
| 2026-04-17 | Brines Ned | Director | Small Acquisition | 604 | 16,08 | 9.712,32 | +141,6% | |
| 2026-04-01 | Gebert Richard D | Director | Open Market Sale | -500 | 14,85 | -7.425,00 | -108,2% | |
| 2026-03-02 | Gebert Richard D | Director | Open Market Sale | -500 | 16,47 | -8.235,00 | -120,1% | |
| 2026-02-02 | Gebert Richard D | Director | Open Market Sale | -500 | 16,73 | -8.365,00 | -121,9% | |
| 2026-01-23 | Brines Ned | Director | Small Acquisition | 15 | 16,76 | 251,40 | +3,7% | |
| 2026-01-23 | Brines Ned | Director | Small Acquisition | 574 | 16,76 | 9.620,24 | +140,2% | |
| 2025-12-01 | Gebert Richard D | Director | Open Market Sale | -500 | 17,00 | -8.500,00 | -123,9% | |
| 2025-11-03 | Gebert Richard D | Director | Open Market Sale | -500 | 15,74 | -7.870,00 | -114,7% | |
| 2025-10-24 | Brines Ned | Director | Small Acquisition | 16 | 16,32 | 261,12 | +3,8% | |
| 2025-10-24 | Brines Ned | Director | Small Acquisition | 583 | 16,32 | 9.514,56 | +138,7% | |
| 2025-10-01 | Gebert Richard D | Director | Open Market Sale | -500 | 16,42 | -8.210,00 | -119,7% | |
| 2025-09-02 | Gebert Richard D | Director | Open Market Sale | -500 | 17,88 | -8.940,00 | -130,3% | |
| 2025-08-01 | Gebert Richard D | Director | Open Market Sale | -500 | 16,90 | -8.450,00 | -123,2% | |
| 2025-07-18 | Brines Ned | Director | Small Acquisition | 545 | 17,30 | 9.428,50 | +137,5% | |
| 2025-07-18 | Brines Ned | Director | Small Acquisition | 15 | 17,30 | 259,50 | +3,8% | |
| 2025-07-01 | Gebert Richard D | Director | Open Market Sale | -500 | 17,58 | -8.790,00 | -128,1% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 33.235.002 | 0 | 33.235.002 | 580.947.835 | Neu | +100,0% | |
| BlackRock, Inc. | 35.691.863 | 35.782.163 | -90.300 | 531.451.846 | Reduziert | -0,3% | |
| STATE STREET CORP | 13.072.579 | 13.074.813 | -2.234 | 196.822.594 | Reduziert | 0,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.619.573 | 0 | 10.619.573 | 158.125.442 | Neu | +100,0% | |
| ALLIANCEBERNSTEIN L.P. | 8.245.749 | 8.683.124 | -437.375 | 144.135.693 | Reduziert | -5,0% | |
| PRUDENTIAL FINANCIAL INC | 7.864.880 | 6.671.874 | 1.193.006 | 117.108.063 | Aufgestockt | +17,9% | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 6.827.122 | 7.406.406 | -579.284 | 101.656.000 | Reduziert | -7,8% | |
| GEODE CAPITAL MANAGEMENT, LLC | 6.671.589 | 6.445.967 | 225.622 | 99.354.902 | Aufgestockt | +3,5% | |
| MORGAN STANLEY | 5.780.192 | 5.649.829 | 130.363 | 86.067.085 | Aufgestockt | +2,3% | |
| Long Pond Capital, LP | 5.727.238 | 1.000.578 | 4.726.660 | 85.278.574 | Aufgestockt | +472,4% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.186.604 | 4.063.759 | 122.845 | 62.338.534 | Aufgestockt | +3,0% | |
| FRANKLIN RESOURCES INC | 3.712.289 | 3.874.647 | -162.358 | 55.275.984 | Reduziert | -4,2% | |
| CITADEL ADVISORS LLC | 3.663.773 | 5.117.405 | -1.453.632 | 54.553.580 | Reduziert | -28,4% | |
| NORGES BANK | 2.981.783 | 0 | 2.981.783 | 52.121.567 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 3.473.797 | 3.339.433 | 134.364 | 51.724.694 | Aufgestockt | +4,0% | |
| RUSH ISLAND MANAGEMENT, LP | 3.456.162 | 0 | 3.456.162 | 51.462.252 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 3.345.415 | 3.288.911 | 56.504 | 49.813.230 | Aufgestockt | +1,7% | |
| JENNISON ASSOCIATES LLC | 3.165.032 | 4.603.487 | -1.438.455 | 47.127.326 | Reduziert | -31,2% | |
| Engineers Gate Manager LP | 3.153.316 | 4.299.707 | -1.146.391 | 46.952.875 | Reduziert | -26,7% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.091.287 | 3.756.821 | -665.534 | 46.029.263 | Reduziert | -17,7% | |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 2.869.720 | 3.072.365 | -202.645 | 42.730.125 | Reduziert | -6,6% | |
| JPMORGAN CHASE & CO | 2.150.829 | 0 | 2.150.829 | 37.596.490 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 2.453.499 | 2.482.685 | -29.186 | 36.532.600 | Reduziert | -1,2% | |
| GOLDMAN SACHS GROUP INC | 2.446.278 | 2.360.276 | 86.002 | 36.425.080 | Aufgestockt | +3,6% | |
| BANK OF AMERICA CORP /DE/ | 1.992.948 | 2.604.411 | -611.463 | 29.674.995 | Reduziert | -23,5% | |
| Woodline Partners LP | 1.952.265 | 2.799.913 | -847.648 | 29.069.226 | Reduziert | -30,3% | |
| Argosy-Lionbridge Management, LLC | 1.819.715 | 1.536.859 | 282.856 | 27.095.556 | Aufgestockt | +18,4% | |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1.591.264 | 79.000 | 1.512.264 | 23.693.921 | Aufgestockt | +1914,3% | |
| MILLENNIUM MANAGEMENT LLC | 1.578.826 | 1.601.973 | -23.147 | 23.508.719 | Reduziert | -1,4% | |
| UBS Group AG | 1.549.985 | 7.739.850 | -6.189.865 | 23.079.277 | Reduziert | -80,0% | |
| Invesco Ltd. | 1.386.831 | 1.373.606 | 13.225 | 20.649.914 | Aufgestockt | +1,0% | |
| Holocene Advisors, LP | 1.334.012 | 934.230 | 399.782 | 19.863.439 | Aufgestockt | +42,8% | |
| Legal & General Group Plc | 1.327.271 | 1.427.502 | -100.231 | 19.763.065 | Reduziert | -7,0% | |
| Fisher Asset Management, LLC | 1.240.262 | 1.145.635 | 94.627 | 18.467.500 | Aufgestockt | +8,3% | |
| River Road Asset Management, LLC | 1.079.384 | 0 | 1.079.384 | 16.072.028 | Neu | +100,0% | |
| Lighthouse Investment Partners, LLC | 1.055.551 | 0 | 1.055.551 | 15.717.161 | Neu | +100,0% | |
| MetLife Investment Management, LLC | 1.009.705 | 1.009.165 | 540 | 15.034.507 | Aufgestockt | +0,1% | |
| Conversant Capital LLC | 850.000 | 0 | 850.000 | 14.858.000 | Neu | +100,0% | |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 881.801 | 571.568 | 310.233 | 13.130.017 | Aufgestockt | +54,3% | |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 868.848 | 1.871.603 | -1.002.755 | 12.937.147 | Reduziert | -53,6% | |
| Daiwa Securities Group Inc. | 786.616 | 711.275 | 75.341 | 11.712.712 | Aufgestockt | +10,6% | |
| Verition Fund Management LLC | 780.160 | 577.650 | 202.510 | 11.616.582 | Aufgestockt | +35,1% | |
| RHUMBLINE ADVISERS | 760.849 | 753.542 | 7.307 | 11.329.015 | Aufgestockt | +1,0% | |
| AMERIPRISE FINANCIAL INC | 754.932 | 538.665 | 216.267 | 11.240.132 | Aufgestockt | +40,1% | |
| EXCHANGE TRADED CONCEPTS, LLC | 659.540 | 246.393 | 413.147 | 9.820.551 | Aufgestockt | +167,7% | |
| CRAWFORD INVESTMENT COUNSEL INC | 631.237 | 583.015 | 48.222 | 9.399.126 | Aufgestockt | +8,3% | |
| BLAIR WILLIAM & CO/IL | 611.770 | 639.008 | -27.238 | 9.109.258 | Reduziert | -4,3% | |
| CITIGROUP INC | 605.031 | 246.185 | 358.846 | 9.008.912 | Aufgestockt | +145,8% | |
| APG Asset Management US Inc. | 598.765 | 0 | 598.765 | 8.903.636 | Neu | +100,0% | |
| Nuveen, LLC | 576.197 | 678.472 | -102.275 | 8.579.574 | Reduziert | -15,1% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 35.691.863 | 35.782.163 | -0,3% | 531.451.846 | 18,69 |
| STATE STREET CORP | 13.072.579 | 13.074.813 | 0,0% | 196.822.594 | 6,92 |
| VANGUARD CAPITAL MANAGEMENT LLC | 10.619.573 | 0 | +100,0% | 158.125.442 | 5,56 |
| ALLIANCEBERNSTEIN L.P. | 8.245.749 | 8.683.124 | -5,0% | 144.135.693 | 5,07 |
| PRUDENTIAL FINANCIAL INC | 7.864.880 | 6.671.874 | +17,9% | 117.108.063 | 4,12 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 6.827.122 | 7.406.406 | -7,8% | 101.656.000 | 3,57 |
| GEODE CAPITAL MANAGEMENT, LLC | 6.671.589 | 6.445.967 | +3,5% | 99.354.902 | 3,49 |
| MORGAN STANLEY | 5.780.192 | 5.649.829 | +2,3% | 86.067.085 | 3,03 |
| Long Pond Capital, LP | 5.727.238 | 1.000.578 | +472,4% | 85.278.574 | 3,00 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.186.604 | 4.063.759 | +3,0% | 62.338.534 | 2,19 |
| FRANKLIN RESOURCES INC | 3.712.289 | 3.874.647 | -4,2% | 55.275.984 | 1,94 |
| CITADEL ADVISORS LLC | 3.663.773 | 5.117.405 | -28,4% | 54.553.580 | 1,92 |
| DIMENSIONAL FUND ADVISORS LP | 3.473.797 | 3.339.433 | +4,0% | 51.724.694 | 1,82 |
| RUSH ISLAND MANAGEMENT, LP | 3.456.162 | 0 | +100,0% | 51.462.252 | 1,81 |
| NORTHERN TRUST CORP | 3.345.415 | 3.288.911 | +1,7% | 49.813.230 | 1,75 |
| JENNISON ASSOCIATES LLC | 3.165.032 | 4.603.487 | -31,2% | 47.127.326 | 1,66 |
| Engineers Gate Manager LP | 3.153.316 | 4.299.707 | -26,7% | 46.952.875 | 1,65 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.091.287 | 3.756.821 | -17,7% | 46.029.263 | 1,62 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 2.869.720 | 3.072.365 | -6,6% | 42.730.125 | 1,50 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.453.499 | 2.482.685 | -1,2% | 36.532.600 | 1,28 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 379 | 240,1 | 3.384 |
| 31.12.2025 | ✓ | 368 | 243,5 | 3.967 |
| 30.09.2025 | ✓ | 383 | 238,7 | 3.629 |
| 30.06.2025 | ✓ | 392 | 232,3 | 3.766 |
| 31.03.2025 | ✓ | 400 | 251,6 | 4.884 |
| 31.12.2024 | ✓ | 395 | 237,4 | 4.302 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 7.406.406 | 129.464.000 |
| NORGES BANK | 2.981.783 | 52.121.567 |
| Woodline Partners LP | 2.799.913 | 48.942.479 |
| Holocene Advisors, LP | 934.230 | 16.330.340 |
| Edgestream Partners, L.P. | 182.706 | 3.193.701 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 130.064 | 2.273.519 |
| RM Financial Services, LLC | 110.723 | 1.935.438 |
| ANCHOR CAPITAL ADVISORS LLC | 90.577 | 1.583.286 |
| TMB Capital Partners, LLC | 86.123 | 1.505.430 |
| Alberta Investment Management Corp | 85.700 | 1.498.036 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| UBS Group AG | 7.739.850 | 5.821.730 | +303.5 % | 135.292.578 |
| Engineers Gate Manager LP | 4.299.707 | 4.274.143 | +16719.4 % | 75.158.878 |
| MORGAN STANLEY | 5.649.829 | 3.824.512 | +209.5 % | 98.759.053 |
| PRUDENTIAL FINANCIAL INC | 6.671.874 | 2.314.861 | +53.1 % | 116.624.358 |
| CITADEL ADVISORS LLC | 5.117.405 | 1.644.365 | +47.3 % | 89.452.240 |
| MILLENNIUM MANAGEMENT LLC | 1.601.973 | 1.580.317 | +7297.4 % | 28.002.488 |
| BlackRock, Inc. | 35.782.163 | 1.046.197 | +3.0 % | 625.472.205 |
| Argosy-Lionbridge Management, LLC | 1.536.859 | 791.924 | +106.3 % | 26.862.330 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 571.568 | 540.962 | +1767.5 % | 9.991.009 |
| Verition Fund Management LLC | 577.650 | 521.679 | +932.1 % | 10.097.322 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Long Pond Capital, LP | 1.000.578 | -11.301.106 | -91.9 % | 17.490.103 |
| MACQUARIE GROUP LTD | 124.040 | -8.000.733 | -98.5 % | 2.168.219 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.482.685 | -3.612.091 | -59.3 % | 43.397.334 |
| T. Rowe Price Investment Management, Inc. | 10.170.657 | -1.731.395 | -14.5 % | 177.784 |
| JENNISON ASSOCIATES LLC | 4.603.487 | -1.623.627 | -26.1 % | 80.468.954 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.061 | -1.311.552 | -99.9 % | 18.546 |
| GOLDMAN SACHS GROUP INC | 2.360.276 | -1.210.699 | -33.9 % | 41.257.629 |
| Schonfeld Strategic Advisors LLC | 138.632 | -1.019.284 | -88.0 % | 2.423.285 |
| EASTERLY INVESTMENT PARTNERS LLC | 36.509 | -651.068 | -94.7 % | 638.177 |
| ALLIANCEBERNSTEIN L.P. | 8.683.124 | -437.665 | -4.8 % | 151.781.008 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 29.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,34 % | 12.606.936 | Neu | |
| 28.04.2026 | Vanguard Portfolio Management | Passiv (13G) | 9,12 % | 21.497.074 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -14,42 pp | |
| 17.02.2026 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 4,30 % | 10.170.657 | -0,80 pp | |
| 14.11.2025 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 5,10 % | 11.920.616 | -1,40 pp | |
| 14.11.2025 | Long Pond Capital GP, LLC | Passiv (13G) | 5,26 % | 12.301.684 | Neu | |
| 14.11.2025 | John Khoury | Passiv (13G) | 5,26 % | 12.301.684 | Neu | |
| 14.11.2025 | Long Pond Capital, LP | Passiv (13G) | 5,26 % | 12.301.684 | Neu | |
| 12.11.2025 | Wellington Investment Advisors Holdings LLP | Passiv (13G/A) | 2,60 % | 6.094.776 | -2,45 pp | |
| 12.11.2025 | Wellington Group Holdings LLP | Passiv (13G/A) | 2,60 % | 6.094.776 | -2,45 pp | |
| 12.11.2025 | Wellington Management Group LLP | Passiv (13G/A) | 2,60 % | 6.094.776 | -2,45 pp | |
| 29.04.2025 | BlackRock, Inc. | Passiv (13G/A) | 14,40 % | 33.393.323 | Neu | |
| 14.11.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 6,50 % | 14.637.404 | Neu | |
| 08.11.2024 | Wellington Group Holdings LLP | Passiv (13G) | 5,05 % | 11.360.979 | Neu | |
| 08.11.2024 | Wellington Management Group LLP | Passiv (13G) | 5,05 % | 11.360.979 | Neu | |
| 08.11.2024 | Wellington Investment Advisors Holdings LLP | Passiv (13G) | 5,05 % | 11.360.979 | Neu | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 14,42 % | 32.400.936 | -0,23 pp | |
| 30.01.2024 | : STATE STREET CORPORATION | Passiv (13G/A) | 6,17 % | 0 | +0,20 pp | |
| 22.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 16,00 % | 35.944.182 | +2,10 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 14,65 % | 32.818.722 | +3,65 pp | |
| 03.02.2023 | : STATE STREET CORPORATION | Passiv (13G/A) | 5,97 % | 0 | +3,26 pp | |
| 26.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 13,90 % | 31.129.347 | 0,00 pp | |
| 20.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 13,90 % | 31.129.347 | -3,90 pp | |
| 13.01.2023 | Millennium Group Management LLC | Passiv (13G/A) | 0,00 % | 467 | -6,20 pp | |
| 13.01.2023 | Millennium Management LLC | Passiv (13G/A) | 0,00 % | 467 | -6,20 pp | |
| 13.01.2023 | Israel A. Englander | Passiv (13G/A) | 0,00 % | 467 | -6,20 pp | |
| 08.04.2022 | The Vanguard Group | Passiv (13G/A) | 11,00 % | 24.329.328 | +5,46 pp | |
| 08.04.2022 | . BlackRock, Inc. | Passiv (13G/A) | 17,80 % | 39.462.883 | +8,90 pp | |
| 14.03.2022 | Israel A. Englander | Passiv (13G) | 6,20 % | 13.664.564 | Neu | |
| 14.03.2022 | Millennium Group Management LLC | Passiv (13G) | 6,20 % | 13.664.564 | Neu | |
| 14.03.2022 | Millennium Management LLC | Passiv (13G) | 6,20 % | 13.664.564 | Neu | |
| 01.03.2022 | . BlackRock, Inc. | Passiv (13G/A) | 8,90 % | 19.727.468 | -9,90 pp | |
| 14.02.2022 | AllianceBernstein L.P. | Passiv (13G/A) | 2,20 % | 4.597.487 | -4,30 pp | |
| 09.02.2022 | The Vanguard Group | Passiv (13G/A) | 5,54 % | 12.229.335 | -5,84 pp | |
| 09.02.2022 | : STATE STREET CORPORATION | Passiv (13G/A) | 2,71 % | 0 | -2,30 pp | |
| 27.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 18,80 % | 19.727.468 | 0,00 pp | |
| 26.01.2022 | . BlackRock, Inc. | Passiv (13G/A) | 18,80 % | 19.727.468 | +0,60 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 15.01.2026 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 22.09.2025 | Josh Gottheimer | – | House | Kauf | $1,001 – $15,000 |
| 16.07.2025 | Josh Gottheimer | – | House | Verkauf | $1,001 – $15,000 |
| 17.06.2025 | Lisa McClain | – | House | Verkauf | $1,001 – $15,000 |
| 11.06.2025 | Lisa McClain | – | House | Kauf | $1,001 – $15,000 |
| 09.09.2024 | Josh Gottheimer | – | House | Kauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
Independence Realty Trust, Inc. (NYSE: IRT) ist ein Real Estate Investment Trust, der Mehrfamilienmietwohnungen in Non-Gateway-Märkten der USA besitzt und betreibt, darunter Atlanta, Louisville, Memphis und Raleigh. Die Anlagestrategie von IRT konzentriert sich darauf, innerhalb annehmlichkeitsreicher Teilmärkte Skalierung zu erreichen, die gute Schulbezirke, hochwertigen Einzelhandel und große Beschäftigungszentren aufweisen. IRT strebt danach, den Aktionären attraktive risikoadjustierte Renditen durch sorgfältige Portfolioverwaltung, starke operative Leistung und konsistente Kapitalrenditen durch Ausschüttungen und Kapitalwertsteigerung zu bieten.
Unternehmen & Branche
| Name | INDEPENDENCE REALTY TRUST, INC. |
|---|---|
| Ticker | IRT |
| CIK | 0001466085 |
| Boerse | NYSE |
| Sektor | Real Estate |
| Industrie | REIT - Residential |
| SIC | 6798 · Real Estate Investment Trusts |
Wertpapier & Kennzahlen
| CUSIP | 45378A106 |
|---|---|
| ISIN | US45378A1060 |
| Typ | REIT |
| Marktkapitalisierung | 3,97 Mrd. USD |
| KGV (P/E) | 69,77 |
| Beta | 0,97 |
| Dividendenrendite | 0,04 % |
Bewertung
| KBV (P/B) | 1,15 vs. 1,64 (2021) ▼ |
|---|---|
| KUV (P/S) | 6,04 vs. 22,79 (2021) ▼ |
| FCF-Rendite | 7,1 % vs. 0,9 % (2021) ▲ |
| Buyback-Rendite | 0,8 % |
| Ausschüttungsquote | 273,0 % vs. 111,8 % (2021) ▲ |
Qualität & Bilanz
| Nettomarge | 8,6 % vs. 17,8 % (2021) ▼ |
|---|---|
| ROIC | 1,6 % vs. 1,3 % (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 1,64 | 1,05 | 1,00 | 1,33 | 1,20 | |
| KUV (P/S) | 22,79 | 6,01 | 5,20 | 7,16 | 6,31 | |
| FCF-Rendite | 0,9 % | 6,6 % | 7,6 % | 5,7 % | 6,8 % | |
| Buyback-Rendite | – | – | 0,0 % | 0,0 % | 0,7 % | |
| Ausschüttungsquote | 111,8 % | 90,3 % | – | 366,5 % | 273,0 % | |
| Qualität & Bilanz | ||||||
| Nettomarge | 17,8 % | 18,7 % | -2,6 % | 6,1 % | 8,6 % | |
| ROIC | 1,3 % | 3,3 % | -0,5 % | 1,1 % | 1,6 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 165.322.000 | -68.000 | 0,00 | 6.099.308.000 | 3.393.163.000 |
| 2025-12-31 | 10-K | 657.696.000 | 56.558.000 | 0,24 | 6.021.750.000 | 3.459.936.000 |
| 2025-09-30 | 10-Q | 167.138.000 | 6.893.000 | 0,03 | 6.092.592.000 | 3.485.476.000 |
| 2025-06-30 | 10-Q | 162.188.000 | 8.046.000 | 0,03 | 5.962.626.000 | 3.420.189.000 |
| 2025-03-31 | 10-Q | 161.243.000 | 8.354.000 | 0,04 | 5.983.494.000 | 3.455.390.000 |
| 2024-12-31 | 10-K | 640.035.000 | 39.291.000 | 0,17 | 6.057.919.000 | 3.442.275.000 |
| 2024-09-30 | 10-Q | 160.135.000 | 12.365.000 | 0,05 | 5.948.204.000 | 3.355.173.000 |
| 2024-06-30 | 10-Q | 158.402.000 | 10.354.000 | 0,05 | 5.940.261.000 | 3.398.760.000 |
| 2024-03-31 | 10-Q | 160.534.000 | 17.577.000 | 0,08 | 5.972.848.000 | 3.423.570.000 |
| 2023-12-31 | 10-K | 660.983.000 | -17.227.000 | -0,08 | 6.280.175.000 | 3.431.297.000 |
| 2023-09-30 | 10-Q | 168.607.000 | 3.930.000 | 0,02 | 6.577.790.000 | 3.529.176.000 |
| 2023-06-30 | 10-Q | 163.955.000 | 10.709.000 | 0,05 | 6.517.400.000 | 3.555.937.000 |
| 2023-03-31 | 10-Q | 161.374.000 | 8.648.000 | 0,04 | 6.493.747.000 | 3.565.646.000 |
| 2022-12-31 | 10-K | 628.525.000 | 117.249.000 | 0,53 | 6.532.095.000 | 3.596.664.000 |
| 2022-09-30 | 10-Q | 160.600.000 | 16.223.000 | 0,07 | 6.633.533.000 | 3.595.346.000 |
| 2022-06-30 | 10-Q | 154.763.000 | -7.205.000 | -0,03 | 6.386.634.000 | 3.540.512.000 |
| 2022-03-31 | 10-Q | 150.362.000 | 74.600.000 | 0,34 | 6.387.322.000 | 3.550.005.000 |
| 2021-12-31 | 10-K | 250.252.000 | 44.589.000 | 0,41 | 6.506.696.000 | 3.480.761.000 |
| 2021-09-30 | 10-Q | 60.780.000 | 11.502.000 | 0,11 | 1.846.911.000 | 746.133.000 |
| 2021-06-30 | 10-Q | 57.444.000 | 3.386.000 | 0,03 | 1.875.122.000 | 743.444.000 |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 30.04.2026 | 165,3 Mio. USD | 0,00 |
| Q3 2025 | 30.09.2025 | 30.10.2025 | 167,1 Mio. USD | 0,03 |
| Q2 2025 | 30.06.2025 | 30.10.2025 | 162,2 Mio. USD | 0,03 |
| Q1 2025 | 31.03.2025 | 30.04.2026 | 161,2 Mio. USD | 0,04 |
| Q3 2024 | 30.09.2024 | 30.10.2025 | 160,1 Mio. USD | 0,05 |
| Q2 2024 | 30.06.2024 | 30.10.2025 | 158,4 Mio. USD | 0,05 |
| Q1 2024 | 31.03.2024 | 30.10.2025 | 160,5 Mio. USD | 0,08 |
| Q3 2023 | 30.09.2023 | 31.10.2024 | 168,6 Mio. USD | 0,02 |
| Q2 2023 | 30.06.2023 | 31.10.2024 | 164,0 Mio. USD | 0,05 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 30.04.2026 | 10-Q | 31.03.2026 | 30 Tage | SEC » |
| 17.02.2026 | 10-K | 31.12.2025 | 48 Tage | SEC » |
| 30.10.2025 | 10-Q | 30.09.2025 | 30 Tage | SEC » |
| 31.07.2025 | 10-Q | 30.06.2025 | 31 Tage | SEC » |
| 01.05.2025 | 10-Q | 31.03.2025 | 31 Tage | SEC » |
| 18.02.2025 | 10-K | 31.12.2024 | 49 Tage | SEC » |
| 31.10.2024 | 10-Q | 30.09.2024 | 31 Tage | SEC » |
| 01.08.2024 | 10-Q | 30.06.2024 | 32 Tage | SEC » |
| 30.04.2024 | 10-Q | 31.03.2024 | 30 Tage | SEC » |
| 28.02.2024 | 10-K | 31.12.2023 | 59 Tage | SEC » |
| 31.10.2023 | 10-Q | 30.09.2023 | 31 Tage | SEC » |
| 27.07.2023 | 10-Q | 30.06.2023 | 27 Tage | SEC » |
| 28.04.2023 | 10-Q | 31.03.2023 | 28 Tage | SEC » |
| 23.02.2023 | 10-K | 31.12.2022 | 54 Tage | SEC » |
| 27.10.2022 | 10-Q | 30.09.2022 | 27 Tage | SEC » |
| 28.07.2022 | 10-Q | 30.06.2022 | 28 Tage | SEC » |
| 04.05.2022 | 10-Q | 31.03.2022 | 34 Tage | SEC » |
| 24.02.2022 | 10-K | 31.12.2021 | 55 Tage | SEC » |
| 29.10.2021 | 10-Q | 30.09.2021 | 29 Tage | SEC » |
| 26.07.2021 | 10-Q | 30.06.2021 | 26 Tage | SEC » |
| 30.04.2021 | 10-Q | 31.03.2021 | 30 Tage | SEC » |
| 18.02.2021 | 10-K | 31.12.2020 | 49 Tage | SEC » |
| 29.10.2020 | 10-Q | 30.09.2020 | 29 Tage | SEC » |
| 30.07.2020 | 10-Q | 30.06.2020 | 30 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 06.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 03.09.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. o Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 19.07.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. o Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 16.03.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. o Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 08.11.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 16.12.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02.Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 02.09.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.07.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-04 | 569 | 16,25 | 9.246 |
| 2026-05-01 | 2 | 16,31 | 33 |
| 2026-04-30 | 34.074 | 16,29 | 555.065 |
| 2026-04-23 | 76 | 15,50 | 1.178 |
| 2026-04-17 | 1.269 | 15,66 | 19.873 |
| 2026-03-30 | 5.250 | 14,76 | 77.490 |
| 2026-03-25 | 38.684 | 15,10 | 584.128 |
| 2026-03-23 | 3 | 15,12 | 45 |
| 2026-03-12 | 32.641 | 16,04 | 523.562 |
| 2026-03-11 | 10.541 | 16,23 | 171.080 |
| 2026-03-09 | 39.138 | 16,47 | 644.603 |
| 2026-03-05 | 44.077 | 16,74 | 737.849 |
| 2026-02-25 | 989 | 16,72 | 16.536 |
| 2026-02-18 | 150 | 16,41 | 2.462 |
| 2026-02-09 | 54 | 16,60 | 896 |
| 2026-01-14 | 801 | 17,09 | 13.689 |
| 2026-01-12 | 6 | 17,32 | 104 |
| 2026-01-05 | 3.510 | 17,60 | 61.776 |
| 2025-12-31 | 61 | 17,77 | 1.084 |
| 2025-12-24 | 1.712 | 17,30 | 29.618 |
| 2025-12-22 | 1.600 | 16,79 | 26.864 |
| 2025-12-15 | 42.134 | 16,93 | 713.329 |
Hinweis
Ersteller: Verantwortlich für Erstellung und Verbreitung ist der Betreiber dieser Website (siehe Impressum). Die Einstufung wird arbeitstäglich automatisiert neu berechnet — Stand: 14.06.2026.
Interessenkonflikte: Der Betreiber kann über verlinkte Anbieter (z. B. Broker) Affiliate-Vergütungen erhalten und ggf. eigene Positionen in besprochenen Werten halten. Methodik: Signal-Komponenten und Gewichte.