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Avion Wealth’s Independence Realty Trust IRT Stock Holding History

Avion Wealth’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
Q4 		– Sell
-32
Closed – – 1210
2023
Q3 		$0 Buy
+32
New +$528 ﹤0.01% 1003
2022
Q1 		– Sell
-4,253
Closed -$110K – 416
2021
Q4 		$110K Buy
+4,253
New +$101K 0.03% 78

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Avion Wealth's IRT Position: Q4 2023 in Review

Avion Wealth sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 32 shares.

Avion Wealth first reported a position in IRT in Q4 2021 and held it in 2 quarters. The position peaked at $110K in Q4 2021. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Avion Wealth reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Avion Wealth sold 32 Independence Realty Trust shares in Q4 2023.
  • Avion Wealth first reported a position in Independence Realty Trust in Q4 2021 and held it in 2 quarters.
  • Avion Wealth's Independence Realty Trust position peaked at $110K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.