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Annex Advisory Services’s Independence Realty Trust IRT Stock Holding History

Annex Advisory Services’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
2023
Q2 		– Sell
-10,526
Closed -$169K – 258
2023
Q1 		$169K Sell
10,526
-3,093
-23% -$54.2K 0.01% 236
2022
Q4 		$230K Sell
13,619
-492
-3% -$8.32K 0.01% 222
2022
Q3 		$236K Hold
14,111
– – 0.02% 199
2022
Q2 		$293K Sell
14,111
-60
-0.4% -$1.44K 0.02% 191
2022
Q1 		$375K Buy
14,171
+5,714
+68% +$140K 0.03% 173
2021
Q4 		$218K Buy
+8,457
New +$200K 0.01% 229

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Annex Advisory Services's IRT Position: Q2 2023 in Review

Annex Advisory Services sold out of Independence Realty Trust (IRT) in Q2 2023, closing a stake of 10,526 shares — an estimated $169K sold.

Annex Advisory Services first reported a position in IRT in Q4 2021 and held it in 6 quarters. The position peaked at $375K in Q1 2022. 355 funds tracked by Wall St. Rank hold IRT as of Q2 2023.

  • Annex Advisory Services reported no remaining Independence Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Annex Advisory Services sold 10,526 Independence Realty Trust shares in Q2 2023, an estimated $169K.
  • Annex Advisory Services first reported a position in Independence Realty Trust in Q4 2021 and held it in 6 quarters.
  • Annex Advisory Services's Independence Realty Trust position peaked at $375K in Q1 2022.
  • 355 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2023.

Based on Annex Advisory Services's 13F filing for Q2 2023, filed 24 Jul 2023.