B. Riley Wealth Management’s Independence Realty Trust IRT Stock Holding History

B. Riley 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
2022 Q2	$227	Buy	+10,936	New	+$263K	﹤0.01%	621
2020 Q4	–	Sell	-14,445	Closed	-$167K	–	430
2020 Q3	$167K	Buy	+14,445	New	+$166K	0.02%	375
2015 Q3	–	Sell	-2,500	Closed	-$18K	–	450
2015 Q2	$18K	Hold	2,500	–	–	0.01%	626
2015 Q1	$23K	Hold	2,500	–	–	0.02%	572
2014 Q4	$23K	Hold	2,500	–	–	0.02%	554
2014 Q3	$24K	Buy	2,500 +1,300	+108%	+$13K	0.02%	563
2014 Q2	$11K	Buy	+1,200	New	+$10.8K	0.01%	797

Other funds holding IRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's IRT Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in Independence Realty Trust (IRT) in Q2 2022: 10,936 shares worth $227. The stake represents ﹤0.01% of the portfolio and ranks #621 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in IRT as recently as Q3 2020.

B. Riley Wealth Management first reported a position in IRT in Q2 2014 and has held it in 7 quarters since. The position peaked at $167K in Q3 2020. 373 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

B. Riley Wealth Management held 10,936 shares of Independence Realty Trust worth $227 as of Q2 2022.
Independence Realty Trust was a new B. Riley Wealth Management position in Q2 2022.
Independence Realty Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #621 holding.
B. Riley Wealth Management first reported a position in Independence Realty Trust in Q2 2014 and has held it in 7 quarters since.
B. Riley Wealth Management's Independence Realty Trust position peaked at $167K in Q3 2020.
373 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.