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Baker Avenue Asset Management’s Independence Realty Trust IRT Stock Holding History

Baker Avenue Asset 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
2023
Q3 		– Sell
-26
Closed -$474 – 1647
2023
Q2 		$474 Buy
+26
New +$444 ﹤0.01% 1435

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LPC
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Macquarie Group
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T. Rowe Price Investment Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
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RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baker Avenue Asset Management's IRT Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of Independence Realty Trust (IRT) in Q3 2023, closing a stake of 26 shares — an estimated $474 sold.

Baker Avenue Asset Management first reported a position in IRT in Q2 2023 and held it in 1 quarter. The position peaked at $474 in Q2 2023. 359 funds tracked by Wall St. Rank hold IRT as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining Independence Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 26 Independence Realty Trust shares in Q3 2023, an estimated $474.
  • Baker Avenue Asset Management first reported a position in Independence Realty Trust in Q2 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's Independence Realty Trust position peaked at $474 in Q2 2023.
  • 359 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.