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Charter Oak Capital Management’s Independence Realty Trust IRT Stock Holding History

Charter Oak Capital 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
2022
Q3 		– Sell
-501
Closed -$10K – 502
2022
Q2 		$10K Hold
501
– – ﹤0.01% 591
2022
Q1 		$13K Hold
501
– – ﹤0.01% 584
2021
Q4 		$13K Sell
501
-393
-44% -$9.3K ﹤0.01% 579
2021
Q3 		$18K Buy
+894
New +$17.8K ﹤0.01% 476

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charter Oak Capital Management's IRT Position: Q3 2022 in Review

Charter Oak Capital Management sold out of Independence Realty Trust (IRT) in Q3 2022, closing a stake of 501 shares — an estimated $10K sold.

Charter Oak Capital Management first reported a position in IRT in Q3 2021 and held it in 4 quarters. The position peaked at $18K in Q3 2021. 364 funds tracked by Wall St. Rank hold IRT as of Q3 2022.

  • Charter Oak Capital Management reported no remaining Independence Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 501 Independence Realty Trust shares in Q3 2022, an estimated $10K.
  • Charter Oak Capital Management first reported a position in Independence Realty Trust in Q3 2021 and held it in 4 quarters.
  • Charter Oak Capital Management's Independence Realty Trust position peaked at $18K in Q3 2021.
  • 364 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.