Cypress Wealth Services’s Independence Realty Trust IRT Stock Holding History

Cypress Wealth Services’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 Q2	–	Sell	-24,438	Closed	-$394K	–	267
2024 Q1	$394K	Sell	24,438 -15,060	-38%	-$230K	0.09%	168
2023 Q4	$604K	Sell	39,498 -15,267	-28%	-$211K	0.15%	115
2023 Q3	$771K	Sell	54,765 -245	-0.4%	-$4.04K	0.21%	92
2023 Q2	$974K	Sell	55,010 -9,400	-15%	-$161K	0.26%	74
2023 Q1	$1.03M	Hold	64,410	–	–	0.3%	66
2022 Q4	$1.09M	Sell	64,410 -9,050	-12%	-$153K	0.35%	70
2022 Q3	$1.14M	Sell	73,460 -20,293	-22%	-$411K	0.39%	64
2022 Q2	$1.94M	Sell	93,753 -9,850	-10%	-$237K	0.62%	39
2022 Q1	$2.74M	Sell	103,603 -18,461	-15%	-$453K	0.75%	33
2021 Q4	$3.15M	Buy	+122,064	New	+$2.89M	0.86%	28

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Cypress Wealth Services's IRT Position: Q2 2024 in Review

Cypress Wealth Services sold out of Independence Realty Trust (IRT) in Q2 2024, closing a stake of 24,438 shares — an estimated $394K sold.

Cypress Wealth Services first reported a position in IRT in Q4 2021 and held it in 10 quarters. The position peaked at $3.15M in Q4 2021. 342 funds tracked by Wall St. Rank hold IRT as of Q2 2024.

Cypress Wealth Services reported no remaining Independence Realty Trust position as of Q2 2024 after selling out during the quarter.
Cypress Wealth Services sold 24,438 Independence Realty Trust shares in Q2 2024, an estimated $394K.
Cypress Wealth Services first reported a position in Independence Realty Trust in Q4 2021 and held it in 10 quarters.
Cypress Wealth Services's Independence Realty Trust position peaked at $3.15M in Q4 2021.
342 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2024.

Based on Cypress Wealth Services's 13F filing for Q2 2024, filed 12 Jul 2024.