Cassady Schiller Wealth Management’s Independence Realty Trust IRT Stock Holding History

Cassady Schiller 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
2024 Q4	$496	Buy	+25	New	+$510	﹤0.01%	983

Other funds holding IRT

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 New York $145B AUM 34.61% 1-Year Est. Return

Cassady Schiller Wealth Management's IRT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Independence Realty Trust (IRT) in Q4 2024: 25 shares worth $496. The stake represents ﹤0.01% of the portfolio and ranks #983 among its holdings.

406 funds tracked by Wall St. Rank hold IRT as of Q4 2024.

Cassady Schiller Wealth Management held 25 shares of Independence Realty Trust worth $496 as of Q4 2024.
Independence Realty Trust was a new Cassady Schiller Wealth Management position in Q4 2024.
Independence Realty Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #983 holding.
406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.