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Cetera Advisors’s Independence Realty Trust IRT Stock Holding History

Cetera 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 		$3.9M Buy
241,924
+138,028
+133% +$2.11M 0.03% 546
2023
Q4 		$1.59M Sell
103,896
-3,909
-4% -$54.1K 0.02% 584
2023
Q3 		$1.52M Sell
107,805
-5,968
-5% -$98.5K 0.02% 564
2023
Q2 		$2.07M Sell
113,773
-3,652
-3% -$62.4K 0.03% 454
2023
Q1 		$1.88M Sell
117,425
-17,292
-13% -$303K 0.03% 463
2022
Q4 		$2.27M Buy
134,717
+1,690
+1% +$28.6K 0.04% 405
2022
Q3 		$2.23M Sell
133,027
-16,461
-11% -$333K 0.06% 337
2022
Q2 		$3.1M Buy
149,488
+18,832
+14% +$453K 0.07% 286
2022
Q1 		$3.46M Buy
+130,656
New +$3.21M 0.07% 290
2020
Q2 		– Sell
-21,805
Closed -$195K – 933
2020
Q1 		$195K Buy
21,805
+3,102
+17% +$41.9K 0.01% 730
2019
Q4 		$263K Buy
18,703
+4,308
+30% +$62.8K 0.01% 762
2019
Q3 		$208K Buy
+14,395
New +$189K 0.01% 816

Other funds holding IRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return