Concourse Financial Group Securities’s Independence Realty Trust IRT Stock Holding History

Concourse Financial Group Securities’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	-19	Closed	-$290	–	2333
2023 Q4	$293	Hold	19	–	–	﹤0.01%	2224
2023 Q3	$270	Buy	+19	New	+$313	﹤0.01%	2238
2023 Q1	–	Sell	-267	Closed	-$4.68K	–	2395
2022 Q4	$4.54K	Hold	267	–	–	﹤0.01%	1882
2022 Q3	$5K	Hold	267	–	–	﹤0.01%	1643
2022 Q2	$6K	Sell	267 -547	-67%	-$13.2K	﹤0.01%	1806
2022 Q1	$22K	Hold	814	–	–	﹤0.01%	1453
2021 Q4	$21K	Hold	814	–	–	﹤0.01%	1616
2021 Q3	$17K	Hold	814	–	–	﹤0.01%	1708
2021 Q2	$15K	Sell	814 -200	-20%	-$3.39K	﹤0.01%	1738
2021 Q1	$16K	Hold	1,014	–	–	﹤0.01%	1630
2020 Q4	$14K	Hold	1,014	–	–	﹤0.01%	1582
2020 Q3	$12K	Hold	1,014	–	–	﹤0.01%	1519
2020 Q2	$12K	Buy	1,014 +200	+25%	+$2K	﹤0.01%	1441
2020 Q1	$7K	Sell	814 -63	-7%	-$852	﹤0.01%	1557
2019 Q4	$13K	Sell	877 -247	-22%	-$3.6K	﹤0.01%	1381
2019 Q3	$16K	Buy	+1,124	New	+$14.8K	﹤0.01%	1025
2019 Q1	–	Sell	-69	Closed	-$709	–	2327
2018 Q4	$0	Sell	69 -417	-86%	-$4.12K	﹤0.01%	2172
2018 Q3	$5K	Buy	+486	New	+$4.96K	﹤0.01%	1397

Other funds holding IRT

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

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

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

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

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

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

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

Concourse Financial Group Securities's IRT Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of Independence Realty Trust (IRT) in Q1 2024, closing a stake of 19 shares — an estimated $290 sold.

Concourse Financial Group Securities first reported a position in IRT in Q3 2018 and held it in 18 quarters. The position peaked at $22K in Q1 2022. 333 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

Concourse Financial Group Securities reported no remaining Independence Realty Trust position as of Q1 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 19 Independence Realty Trust shares in Q1 2024, an estimated $290.
Concourse Financial Group Securities first reported a position in Independence Realty Trust in Q3 2018 and held it in 18 quarters.
Concourse Financial Group Securities's Independence Realty Trust position peaked at $22K in Q1 2022.
333 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.