Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BCWM
Blue Chip Wealth Management’s
Independence Realty Trust
IRT
Stock Holding History
Blue Chip Wealth Management’s Portfolio
IRT Stock Details
IRT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q3
$734K
Buy
63,342
+22
+0%
+$252
0.58%
41
2020
Q2
$728K
Buy
63,320
+2,000
+3%
+$19.9K
0.69%
40
2020
Q1
$548K
Sell
61,320
-1,153
-2%
-$15.6K
0.68%
40
2019
Q4
$880K
Buy
62,473
+38
+0.1%
+$554
0.81%
34
2019
Q3
$893K
Buy
62,435
+546
+0.9%
+$7.18K
0.93%
32
2019
Q2
$716K
Buy
61,889
+1,034
+2%
+$11.3K
0.76%
40
2019
Q1
$657K
Buy
60,855
+35
+0.1%
+$360
0.74%
40
2018
Q4
$558K
Sell
60,820
-7,116
-10%
-$70.2K
0.73%
43
2018
Q3
$715K
Sell
67,936
-5,000
-7%
-$51.1K
0.72%
43
2018
Q2
$752K
Sell
72,936
-1,428,052
-95%
-$13.8M
0.82%
35
2018
Q1
$13.8M
Buy
+1,500,988
New
+$13.6M
14.11%
1
Other funds holding IRT
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
KCM
Kennedy Capital Management
St Louis, Missouri
$4.72B AUM
36.69%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close