Chevy Chase Trust
IRT icon

Chevy Chase Trust’s Independence Realty Trust IRT Stock Holding History

Chevy Chase Trust’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
-28,068
Closed -$429K – 619
2023
Q4 		$429K Hold
28,068
– – ﹤0.01% 586
2023
Q3 		$395K Hold
28,068
– – ﹤0.01% 584
2023
Q2 		$511K Hold
28,068
– – ﹤0.01% 580
2023
Q1 		$450K Hold
28,068
– – ﹤0.01% 587
2022
Q4 		$473K Hold
28,068
– – ﹤0.01% 602
2022
Q3 		$470K Buy
28,068
+3,597
+15% +$72.8K ﹤0.01% 588
2022
Q2 		$507K Hold
24,471
– – ﹤0.01% 586
2022
Q1 		$647K Hold
24,471
– – ﹤0.01% 586
2021
Q4 		$632K Hold
24,471
– – ﹤0.01% 602
2021
Q3 		$498K Hold
24,471
– – ﹤0.01% 604
2021
Q2 		$446K Buy
24,471
+4,546
+23% +$77.2K ﹤0.01% 609
2021
Q1 		$303K Buy
+19,925
New +$283K ﹤0.01% 635

Other funds holding IRT

BlackRock
BlackRock New York $5.72T 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 $1.05B 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