Castleview Partners’s Independence Realty Trust IRT Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-4,573	Closed	-$90.4K	–	365
2024 Q4	$90.4K	Hold	4,573	–	–	0.05%	268
2024 Q3	$93.7K	Sell	4,573 -951	-17%	-$18.7K	0.05%	236
2024 Q2	$104K	Sell	5,524 -1,484	-21%	-$24.8K	0.06%	233
2024 Q1	$113K	Buy	7,008 +35	+0.5%	+$535	0.06%	240
2023 Q4	$107K	Sell	6,973 -11,968	-63%	-$166K	0.07%	202
2023 Q3	$266K	Hold	18,941	–	–	0.25%	91
2023 Q2	$345K	Sell	18,941 -1,808	-9%	-$30.9K	0.31%	72
2023 Q1	$333K	Buy	20,749 +13	+0.1%	+$228	0.29%	83
2022 Q4	$350K	Buy	20,736 +16	+0.1%	+$271	0.34%	72
2022 Q3	$347K	Buy	20,720 +12,610	+155%	+$255K	0.33%	70
2022 Q2	$172K	Sell	8,110 -12,504	-61%	-$301K	0.14%	159
2022 Q1	$545K	Buy	+20,614	New	+$506K	0.34%	55

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Castleview Partners's IRT Position: Q1 2025 in Review

Castleview Partners sold out of Independence Realty Trust (IRT) in Q1 2025, closing a stake of 4,573 shares — an estimated $90.4K sold.

Castleview Partners first reported a position in IRT in Q1 2022 and held it in 12 quarters. The position peaked at $545K in Q1 2022. 407 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

Castleview Partners reported no remaining Independence Realty Trust position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 4,573 Independence Realty Trust shares in Q1 2025, an estimated $90.4K.
Castleview Partners first reported a position in Independence Realty Trust in Q1 2022 and held it in 12 quarters.
Castleview Partners's Independence Realty Trust position peaked at $545K in Q1 2022.
407 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.