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Curi Wealth Management’s Independence Realty Trust IRT Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-6,877
Closed -$143K – 437
2022
Q2 		$143K Hold
6,877
– – 0.03% 147
2022
Q1 		$181K Hold
6,877
– – 0.03% 119
2021
Q4 		$177K Buy
+6,877
New +$163K 0.03% 114

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi Wealth Management's IRT Position: Q3 2022 in Review

Curi Wealth Management sold out of Independence Realty Trust (IRT) in Q3 2022, closing a stake of 6,877 shares — an estimated $143K sold.

Curi Wealth Management first reported a position in IRT in Q4 2021 and held it in 3 quarters. The position peaked at $181K in Q1 2022. 364 funds tracked by Wall St. Rank hold IRT as of Q3 2022.

  • Curi Wealth Management reported no remaining Independence Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 6,877 Independence Realty Trust shares in Q3 2022, an estimated $143K.
  • Curi Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Independence Realty Trust position peaked at $181K in Q1 2022.
  • 364 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.