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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Chevy Chase Trust's IRT Position: Q1 2024 in Review

Chevy Chase Trust sold out of Independence Realty Trust (IRT) in Q1 2024, closing a stake of 28,068 shares — an estimated $429K sold.

Chevy Chase Trust first reported a position in IRT in Q1 2021 and held it in 12 quarters. The position peaked at $647K in Q1 2022. 332 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

Chevy Chase Trust reported no remaining Independence Realty Trust position as of Q1 2024 after selling out during the quarter.
Chevy Chase Trust sold 28,068 Independence Realty Trust shares in Q1 2024, an estimated $429K.
Chevy Chase Trust first reported a position in Independence Realty Trust in Q1 2021 and held it in 12 quarters.
Chevy Chase Trust's Independence Realty Trust position peaked at $647K in Q1 2022.
332 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Chevy Chase Trust's 13F filing for Q1 2024, filed 3 May 2024.