Arete Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Arete Wealth Advisors’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 Q3	–	Sell	-20,860	Closed	-$380K	–	611
2023 Q2	$380K	Buy	+20,860	New	+$356K	0.03%	427
2018 Q3	–	Sell	-74,100	Closed	-$764K	–	380
2018 Q2	$764K	Sell	74,100 -11,500	-13%	-$111K	0.18%	144
2018 Q1	$786K	Sell	85,600 -6,000	-7%	-$54.4K	0.26%	104
2017 Q4	$924K	Sell	91,600 -2,200	-2%	-$22.7K	0.3%	87
2017 Q3	$954K	Hold	93,800	–	–	0.38%	77
2017 Q2	$926K	Sell	93,800 -5,500	-6%	-$52.2K	0.42%	68
2017 Q1	$930K	Buy	99,300 +8,800	+10%	+$80.3K	0.41%	60
2016 Q4	$807K	Buy	+90,500	New	+$783K	0.37%	64

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

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arete Wealth Advisors's IRT Position: Q3 2023 in Review

Arete Wealth Advisors sold out of Independence Realty Trust (IRT) in Q3 2023, closing a stake of 20,860 shares — an estimated $380K sold.

Arete Wealth Advisors first reported a position in IRT in Q4 2016 and held it in 8 quarters. The position peaked at $954K in Q3 2017. 358 funds tracked by Wall St. Rank hold IRT as of Q3 2023.

Arete Wealth Advisors reported no remaining Independence Realty Trust position as of Q3 2023 after selling out during the quarter.
Arete Wealth Advisors sold 20,860 Independence Realty Trust shares in Q3 2023, an estimated $380K.
Arete Wealth Advisors first reported a position in Independence Realty Trust in Q4 2016 and held it in 8 quarters.
Arete Wealth Advisors's Independence Realty Trust position peaked at $954K in Q3 2017.
358 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.