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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,990	Closed	-$59.3K	–	1529
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	–	1641
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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Avior Wealth Management's IRT Position: Q1 2025 in Review

Avior Wealth Management sold out of Independence Realty Trust (IRT) in Q1 2025, closing a stake of 2,990 shares — an estimated $59.3K sold.

Avior Wealth Management first reported a position in IRT in Q4 2021 and held it in 11 quarters. The position peaked at $499K in Q1 2022. 407 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

Avior Wealth Management reported no remaining Independence Realty Trust position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 2,990 Independence Realty Trust shares in Q1 2025, an estimated $59.3K.
Avior Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 11 quarters.
Avior Wealth Management's Independence Realty Trust position peaked at $499K in Q1 2022.
407 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.