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BT Wealth Management’s Independence Realty Trust IRT Stock Holding History

BT Wealth Management’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
2022
Q2 		$217K Hold
10,488
– – 0.06% 64
2022
Q1 		$277K Buy
+10,488
New +$257K 0.07% 56

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BT Wealth Management's IRT Position: Q2 2022 in Review

BT Wealth Management held its Independence Realty Trust (IRT) position steady in Q2 2022 at 10,488 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #64.

BT Wealth Management first reported a position in IRT in Q1 2022 and has held it in 2 quarters since. The position peaked at $277K in Q1 2022. 373 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

  • BT Wealth Management held 10,488 shares of Independence Realty Trust worth $217K as of Q2 2022.
  • BT Wealth Management left its Independence Realty Trust share count unchanged in Q2 2022.
  • Independence Realty Trust made up 0.06% of BT Wealth Management's portfolio in Q2 2022, its #64 holding.
  • BT Wealth Management first reported a position in Independence Realty Trust in Q1 2022 and has held it in 2 quarters since.
  • BT Wealth Management's Independence Realty Trust position peaked at $277K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on BT Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.