Atlas Private Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-2,564	Closed	-$52K	–	420
2021 Q3	$52K	Sell	2,564 -1,136	-31%	-$22.6K	0.03%	230
2021 Q2	$67K	Sell	3,700 -1,000	-21%	-$17K	0.04%	205
2021 Q1	$71K	Sell	4,700 -3,500	-43%	-$49.6K	0.04%	200
2020 Q4	$110K	Sell	8,200 -3,500	-30%	-$44.7K	0.07%	145
2020 Q3	$136K	Sell	11,700 -1,000	-8%	-$11.5K	0.11%	119
2020 Q2	$146K	Buy	+12,700	New	+$127K	0.13%	120

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

LPC

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

Atlas Private Wealth Advisors's IRT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Independence Realty Trust (IRT) in Q4 2021, closing a stake of 2,564 shares — an estimated $52K sold.

Atlas Private Wealth Advisors first reported a position in IRT in Q2 2020 and held it in 6 quarters. The position peaked at $146K in Q2 2020. 388 funds tracked by Wall St. Rank hold IRT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Independence Realty Trust position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,564 Independence Realty Trust shares in Q4 2021, an estimated $52K.
Atlas Private Wealth Advisors first reported a position in Independence Realty Trust in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Independence Realty Trust position peaked at $146K in Q2 2020.
388 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.