CAC
IRT icon

Certified Advisory Corp’s Independence Realty Trust IRT Stock Holding History

Certified Advisory Corp’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
2023
Q4 		– Sell
-11,418
Closed -$161K – 291
2023
Q3 		$161K Buy
11,418
+403
+4% +$6.65K 0.03% 232
2023
Q2 		$201K Sell
11,015
-1,432
-12% -$24.5K 0.04% 221
2023
Q1 		$200K Buy
12,447
+14
+0.1% +$245 0.04% 231
2022
Q4 		$210K Buy
12,433
+15
+0.1% +$254 0.04% 221
2022
Q3 		$208K Buy
12,418
+12
+0.1% +$243 0.05% 207
2022
Q2 		$257K Buy
12,406
+7
+0.1% +$168 0.06% 189
2022
Q1 		$328K Buy
12,399
+1,722
+16% +$42.3K 0.07% 178
2021
Q4 		$276K Buy
+10,677
New +$253K 0.06% 191

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Certified Advisory Corp's IRT Position: Q4 2023 in Review

Certified Advisory Corp sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 11,418 shares — an estimated $161K sold.

Certified Advisory Corp first reported a position in IRT in Q4 2021 and held it in 8 quarters. The position peaked at $328K in Q1 2022. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Certified Advisory Corp reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Certified Advisory Corp sold 11,418 Independence Realty Trust shares in Q4 2023, an estimated $161K.
  • Certified Advisory Corp first reported a position in Independence Realty Trust in Q4 2021 and held it in 8 quarters.
  • Certified Advisory Corp's Independence Realty Trust position peaked at $328K in Q1 2022.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.