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Clarus Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Clarus Wealth 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
2023
Q1 		– Sell
-23,108
Closed -$386K – 139
2022
Q4 		$386K Buy
23,108
+2,882
+14% +$48.7K 0.25% 84
2022
Q3 		$318K Sell
20,226
-2,089
-9% -$42.3K 0.23% 82
2022
Q2 		$449K Buy
22,315
+5,252
+31% +$126K 0.32% 63
2022
Q1 		$457K Buy
+17,063
New +$419K 0.28% 60

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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clarus Wealth Advisors's IRT Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of Independence Realty Trust (IRT) in Q1 2023, closing a stake of 23,108 shares — an estimated $386K sold.

Clarus Wealth Advisors first reported a position in IRT in Q1 2022 and held it in 4 quarters. The position peaked at $457K in Q1 2022. 352 funds tracked by Wall St. Rank hold IRT as of Q1 2023.

  • Clarus Wealth Advisors reported no remaining Independence Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Clarus Wealth Advisors sold 23,108 Independence Realty Trust shares in Q1 2023, an estimated $386K.
  • Clarus Wealth Advisors first reported a position in Independence Realty Trust in Q1 2022 and held it in 4 quarters.
  • Clarus Wealth Advisors's Independence Realty Trust position peaked at $457K in Q1 2022.
  • 352 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.