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Capital Advisors Ltd’s Independence Realty Trust IRT Stock Holding History

Capital Advisors Ltd’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
2024
Q1 		– Sell
-425
Closed -$7K – 1455
2023
Q4 		$7K Sell
425
-259
-38% -$3.59K ﹤0.01% 757
2023
Q3 		$10K Hold
684
– – ﹤0.01% 685
2023
Q2 		$12K Buy
+684
New +$11.7K ﹤0.01% 661
2023
Q1 		– Sell
-684
Closed – – 1372
2022
Q4 		$0 Buy
+684
New +$11.6K ﹤0.01% 1411

Other funds holding IRT

BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Capital Advisors Ltd's IRT Position: Q1 2024 in Review

Capital Advisors Ltd sold out of Independence Realty Trust (IRT) in Q1 2024, closing a stake of 425 shares — an estimated $7K sold.

Capital Advisors Ltd first reported a position in IRT in Q4 2022 and held it in 4 quarters. The position peaked at $12K in Q2 2023. 333 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

  • Capital Advisors Ltd reported no remaining Independence Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 425 Independence Realty Trust shares in Q1 2024, an estimated $7K.
  • Capital Advisors Ltd first reported a position in Independence Realty Trust in Q4 2022 and held it in 4 quarters.
  • Capital Advisors Ltd's Independence Realty Trust position peaked at $12K in Q2 2023.
  • 333 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Capital Advisors Ltd's 13F filing for Q1 2024, filed 18 Apr 2024.