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Custom Index Systems’s Independence Realty Trust IRT Stock Holding History

Custom Index Systems’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
-16,406
Closed -$251K – 283
2023
Q4 		$251K Buy
+16,406
New +$227K 0.15% 211

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Thrivent Financial for Lutherans
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

Custom Index Systems's IRT Position: Q1 2024 in Review

Custom Index Systems sold out of Independence Realty Trust (IRT) in Q1 2024, closing a stake of 16,406 shares — an estimated $251K sold.

Custom Index Systems first reported a position in IRT in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 333 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

  • Custom Index Systems reported no remaining Independence Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Custom Index Systems sold 16,406 Independence Realty Trust shares in Q1 2024, an estimated $251K.
  • Custom Index Systems first reported a position in Independence Realty Trust in Q4 2023 and held it in 1 quarter.
  • Custom Index Systems's Independence Realty Trust position peaked at $251K in Q4 2023.
  • 333 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Custom Index Systems's 13F filing for Q1 2024, filed 14 May 2024.