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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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.