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Balboa Wealth Partners’s Independence Realty Trust IRT Stock Holding History

Balboa Wealth Partners’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
2024
Q4 		– Sell
-10,240
Closed -$210K – 366
2024
Q3 		$210K Buy
+10,240
New +$202K 0.05% 259

Other funds holding IRT

Koshinski Asset Management
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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Balboa Wealth Partners's IRT Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Independence Realty Trust (IRT) in Q4 2024, closing a stake of 10,240 shares — an estimated $210K sold.

Balboa Wealth Partners first reported a position in IRT in Q3 2024 and held it in 1 quarter. The position peaked at $210K in Q3 2024. 406 funds tracked by Wall St. Rank hold IRT as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Independence Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 10,240 Independence Realty Trust shares in Q4 2024, an estimated $210K.
  • Balboa Wealth Partners first reported a position in Independence Realty Trust in Q3 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's Independence Realty Trust position peaked at $210K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.