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

Capital Performance 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
2024
Q4 		– Sell
-101
Closed -$2.07K – 1388
2024
Q3 		$2.07K Buy
+101
New +$1.99K ﹤0.01% 1550

Other funds holding IRT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Capital Performance Advisors's IRT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Independence Realty Trust (IRT) in Q4 2024, closing a stake of 101 shares — an estimated $2.07K sold.

Capital Performance Advisors first reported a position in IRT in Q3 2024 and held it in 1 quarter. The position peaked at $2.07K in Q3 2024. 406 funds tracked by Wall St. Rank hold IRT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Independence Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 101 Independence Realty Trust shares in Q4 2024, an estimated $2.07K.
  • Capital Performance Advisors first reported a position in Independence Realty Trust in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Independence Realty Trust position peaked at $2.07K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.