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Centerpoint Advisors’s Independence Realty Trust IRT Stock Holding History

Centerpoint 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
Q1 		– Sell
-3,635
Closed -$56K – 442
2023
Q4 		$56K Hold
3,635
– – 0.02% 146
2023
Q3 		$51K Hold
3,635
– – 0.02% 149
2023
Q2 		$66K Hold
3,635
– – 0.03% 146
2023
Q1 		$58K Hold
3,635
– – 0.03% 148
2022
Q4 		$61K Hold
3,635
– – 0.03% 132
2022
Q3 		$61K Hold
3,635
– – 0.03% 125
2022
Q2 		$75K Hold
3,635
– – 0.04% 125
2022
Q1 		$96K Sell
3,635
-5,815
-62% -$143K 0.04% 118
2021
Q4 		$244K Buy
+9,450
New +$224K 0.11% 82

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Centerpoint Advisors's IRT Position: Q1 2024 in Review

Centerpoint Advisors sold out of Independence Realty Trust (IRT) in Q1 2024, closing a stake of 3,635 shares — an estimated $56K sold.

Centerpoint Advisors first reported a position in IRT in Q4 2021 and held it in 9 quarters. The position peaked at $244K in Q4 2021. 332 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

  • Centerpoint Advisors reported no remaining Independence Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Centerpoint Advisors sold 3,635 Independence Realty Trust shares in Q1 2024, an estimated $56K.
  • Centerpoint Advisors first reported a position in Independence Realty Trust in Q4 2021 and held it in 9 quarters.
  • Centerpoint Advisors's Independence Realty Trust position peaked at $244K in Q4 2021.
  • 332 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Centerpoint Advisors's 13F filing for Q1 2024, filed 2 May 2024.