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Bellwether Advisors’s Independence Realty Trust IRT Stock Holding History

Bellwether Advisors’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
Q3 		– Sell
-139
Closed -$2.46K – 346
2025
Q2 		$2.46K Hold
139
– – ﹤0.01% 483
2025
Q1 		$2.95K Hold
139
– – ﹤0.01% 412
2024
Q4 		$2.76K Buy
+139
New +$2.84K ﹤0.01% 421
2023
Q2 		– Sell
-2,618
Closed -$42K – 276
2023
Q1 		$42K Buy
2,618
+24
+0.9% +$421 0.01% 200
2022
Q4 		$43.7K Hold
2,594
– – 0.01% 200
2022
Q3 		$43K Hold
2,594
– – 0.01% 171
2022
Q2 		$53K Buy
+2,594
New +$62.4K 0.02% 165
2022
Q1 		– Sell
-2,594
Closed -$67K – 587
2021
Q4 		$67K Buy
+2,594
New +$61.4K 0.02% 179

Other funds holding IRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return