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Atria Wealth Solutions’s Independence Realty Trust IRT Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-28,431
Closed -$564K – 1970
2024
Q4 		$564K Buy
+28,431
New +$580K 0.01% 1210
2024
Q3 		– Sell
-11,251
Closed -$211K – 1978
2024
Q2 		$211K Sell
11,251
-10,370
-48% -$173K ﹤0.01% 1739
2024
Q1 		$351K Buy
21,621
+11,220
+108% +$171K ﹤0.01% 1457
2023
Q4 		$159K Sell
10,401
-391
-4% -$5.42K ﹤0.01% 1817
2023
Q3 		$152K Buy
10,792
+281
+3% +$4.64K ﹤0.01% 1744
2023
Q2 		$192K Sell
10,511
-792
-7% -$13.5K ﹤0.01% 1712
2023
Q1 		$181K Sell
11,303
-1,678
-13% -$29.4K ﹤0.01% 1693
2022
Q4 		$219K Sell
12,981
-23,479
-64% -$397K ﹤0.01% 1556
2022
Q3 		$610K Sell
36,460
-16,421
-31% -$332K 0.01% 925
2022
Q2 		$1.1M Sell
52,881
-27,005
-34% -$650K 0.02% 655
2022
Q1 		$2.11M Buy
+79,886
New +$1.96M 0.04% 468

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Atria Wealth Solutions's IRT Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Independence Realty Trust (IRT) in Q1 2025, closing a stake of 28,431 shares — an estimated $564K sold.

Atria Wealth Solutions first reported a position in IRT in Q1 2022 and held it in 11 quarters. The position peaked at $2.11M in Q1 2022. 407 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Independence Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 28,431 Independence Realty Trust shares in Q1 2025, an estimated $564K.
  • Atria Wealth Solutions first reported a position in Independence Realty Trust in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Independence Realty Trust position peaked at $2.11M in Q1 2022.
  • 407 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.