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

Baldwin 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
2023 Q4	–	Sell	-4,500	Closed	-$63.3K	–	757
2023 Q3	$63.3K	Sell	4,500 -2,900	-39%	-$47.8K	0.01%	364
2023 Q2	$135K	Sell	7,400 -6,326	-46%	-$108K	0.01%	281
2023 Q1	$220K	Hold	13,726	–	–	0.02%	232
2022 Q4	$231K	Hold	13,726	–	–	0.02%	217
2022 Q3	$230K	Hold	13,726	–	–	0.03%	158
2022 Q2	$285K	Hold	13,726	–	–	0.04%	154
2022 Q1	$363K	Sell	13,726 -13,393	-49%	-$329K	0.04%	145
2021 Q4	$700K	Buy	+27,119	New	+$642K	0.07%	95

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Baldwin Wealth Partners's IRT Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 4,500 shares — an estimated $63.3K sold.

Baldwin Wealth Partners first reported a position in IRT in Q4 2021 and held it in 8 quarters. The position peaked at $700K in Q4 2021. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

Baldwin Wealth Partners reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 4,500 Independence Realty Trust shares in Q4 2023, an estimated $63.3K.
Baldwin Wealth Partners first reported a position in Independence Realty Trust in Q4 2021 and held it in 8 quarters.
Baldwin Wealth Partners's Independence Realty Trust position peaked at $700K in Q4 2021.
334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.