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AWM
Avior Wealth Management’s
Independence Realty Trust
IRT
Stock Holding History
Avior Wealth Management’s Portfolio
IRT Stock Details
IRT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q1
–
Sell
-2,990
Closed
-$59.3K
–
1531
2024
Q4
$59.3K
Sell
2,990
-11
-0.4%
-$225
﹤0.01%
1084
2024
Q3
$61.5K
Buy
3,001
+2,443
+438%
+$48.1K
﹤0.01%
1045
2024
Q2
$10.5K
Buy
558
+514
+1,168%
+$8.59K
﹤0.01%
1503
2024
Q1
$709
Buy
+44
New
+$673
﹤0.01%
2473
2023
Q3
–
Sell
-1,634
Closed
-$29.8K
–
1648
2023
Q2
$29.8K
Buy
1,634
+14
+0.9%
+$239
﹤0.01%
863
2023
Q1
$26K
Sell
1,620
-15,197
-90%
-$266K
﹤0.01%
905
2022
Q4
$284K
Sell
16,817
-3,364
-17%
-$56.9K
0.02%
411
2022
Q3
$337K
Buy
20,181
+3,420
+20%
+$69.2K
0.03%
360
2022
Q2
$347K
Sell
16,761
-2,123
-11%
-$51.1K
0.04%
329
2022
Q1
$499K
Buy
18,884
+1,433
+8%
+$35.2K
0.04%
298
2021
Q4
$450K
Buy
+17,451
New
+$413K
0.04%
341
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
AllianceBernstein
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$309B AUM
23.92%
1-Year Est. Return
Macquarie Group
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$16.8B AUM
27.39%
1-Year Est. Return
Jennison Associates
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$145B AUM
34.61%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Deutsche Bank
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$303B AUM
30.15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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