Consolidated Capital Management’s Independence Realty Trust IRT Stock Holding History

Consolidated 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
2023 Q1	–	Sell	-213,506	Closed	-$3.6M	–	53
2022 Q4	$3.6M	Buy	+213,506	New	+$3.61M	2.15%	16
2022 Q3	–	Sell	-239,327	Closed	-$4.96M	–	62
2022 Q2	$4.96M	Sell	239,327 -1,893	-0.8%	-$45.5K	2.98%	13
2022 Q1	$6.38M	Sell	241,220 -134,714	-36%	-$3.31M	2.89%	14
2021 Q4	$9.71M	Sell	375,934 -32,711	-8%	-$774K	4.3%	8
2021 Q3	$8.32M	Sell	408,645 -5,102	-1%	-$101K	3.91%	10
2021 Q2	$7.54M	Buy	413,747 +4,082	+1%	+$69.3K	3.48%	11
2021 Q1	$6.23M	Buy	+409,665	New	+$5.81M	3.11%	15

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

LPC

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

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

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Consolidated Capital Management's IRT Position: Q1 2023 in Review

Consolidated Capital Management sold out of Independence Realty Trust (IRT) in Q1 2023, closing a stake of 213,506 shares — an estimated $3.6M sold.

Consolidated Capital Management first reported a position in IRT in Q1 2021 and held it in 7 quarters. The position peaked at $9.71M in Q4 2021. 352 funds tracked by Wall St. Rank hold IRT as of Q1 2023.

Consolidated Capital Management reported no remaining Independence Realty Trust position as of Q1 2023 after selling out during the quarter.
Consolidated Capital Management sold 213,506 Independence Realty Trust shares in Q1 2023, an estimated $3.6M.
Consolidated Capital Management first reported a position in Independence Realty Trust in Q1 2021 and held it in 7 quarters.
Consolidated Capital Management's Independence Realty Trust position peaked at $9.71M in Q4 2021.
352 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2023.

Based on Consolidated Capital Management's 13F filing for Q1 2023, filed 11 Apr 2023.