AWA
IRT icon

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

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LPC
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T. Rowe Price Investment Management
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Geode Capital Management
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Thrivent Financial for Lutherans
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RGREA
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return