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BlueSky Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

BlueSky Wealth 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
2023
Q3 		– Sell
-11,938
Closed -$218K – 71
2023
Q2 		$218K Sell
11,938
-6,062
-34% -$104K 0.04% 75
2023
Q1 		$289K Buy
+18,000
New +$315K 0.06% 58

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlueSky Wealth Advisors's IRT Position: Q3 2023 in Review

BlueSky Wealth Advisors sold out of Independence Realty Trust (IRT) in Q3 2023, closing a stake of 11,938 shares — an estimated $218K sold.

BlueSky Wealth Advisors first reported a position in IRT in Q1 2023 and held it in 2 quarters. The position peaked at $289K in Q1 2023. 358 funds tracked by Wall St. Rank hold IRT as of Q3 2023.

  • BlueSky Wealth Advisors reported no remaining Independence Realty Trust position as of Q3 2023 after selling out during the quarter.
  • BlueSky Wealth Advisors sold 11,938 Independence Realty Trust shares in Q3 2023, an estimated $218K.
  • BlueSky Wealth Advisors first reported a position in Independence Realty Trust in Q1 2023 and held it in 2 quarters.
  • BlueSky Wealth Advisors's Independence Realty Trust position peaked at $289K in Q1 2023.
  • 358 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2023.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.