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ACG Wealth’s Independence Realty Trust IRT Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-8,645
Closed -$179K – 609
2022
Q2 		$179K Hold
8,645
– – 0.04% 255
2022
Q1 		$229K Buy
8,645
+651
+8% +$16K 0.04% 248
2021
Q4 		$206K Buy
+7,994
New +$189K 0.03% 307
2015
Q2 		– Sell
-39,365
Closed -$374K – 212
2015
Q1 		$374K Sell
39,365
-55,241
-58% -$520K 0.1% 149
2014
Q4 		$881K Buy
94,606
+649
+0.7% +$6.17K 0.24% 94
2014
Q3 		$909K Buy
93,957
+4,054
+5% +$40.5K 0.26% 95
2014
Q2 		$850K Sell
89,903
-35,139
-28% -$317K 0.16% 104
2014
Q1 		$1.11M Buy
+125,042
New +$1.07M 0.33% 79

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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACG Wealth's IRT Position: Q3 2022 in Review

ACG Wealth sold out of Independence Realty Trust (IRT) in Q3 2022, closing a stake of 8,645 shares — an estimated $179K sold.

ACG Wealth first reported a position in IRT in Q1 2014 and held it in 8 quarters. The position peaked at $1.11M in Q1 2014. 364 funds tracked by Wall St. Rank hold IRT as of Q3 2022.

  • ACG Wealth reported no remaining Independence Realty Trust position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 8,645 Independence Realty Trust shares in Q3 2022, an estimated $179K.
  • ACG Wealth first reported a position in Independence Realty Trust in Q1 2014 and held it in 8 quarters.
  • ACG Wealth's Independence Realty Trust position peaked at $1.11M in Q1 2014.
  • 364 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.