DI
IRT icon

DFPG Investments’s Independence Realty Trust IRT Stock Holding History

DFPG Investments’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
Q3 		– Sell
-14,536
Closed -$255K – 603
2023
Q2 		$255K Sell
14,536
-3,309
-19% -$56.5K 0.02% 507
2023
Q1 		$286K Sell
17,845
-9,451
-35% -$166K 0.03% 442
2022
Q4 		$477K Buy
27,296
+2,721
+11% +$46K 0.08% 264
2022
Q3 		$387K Sell
24,575
-13,606
-36% -$275K 0.16% 95
2022
Q2 		$786K Sell
38,181
-2,922
-7% -$70.3K 0.34% 66
2022
Q1 		$1.1M Sell
41,103
-1,983
-5% -$48.7K 0.43% 58
2021
Q4 		$963K Buy
+43,086
New +$1.02M 0.4% 70

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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DFPG Investments's IRT Position: Q3 2023 in Review

DFPG Investments sold out of Independence Realty Trust (IRT) in Q3 2023, closing a stake of 14,536 shares — an estimated $255K sold.

DFPG Investments first reported a position in IRT in Q4 2021 and held it in 7 quarters. The position peaked at $1.1M in Q1 2022. 359 funds tracked by Wall St. Rank hold IRT as of Q3 2023.

  • DFPG Investments reported no remaining Independence Realty Trust position as of Q3 2023 after selling out during the quarter.
  • DFPG Investments sold 14,536 Independence Realty Trust shares in Q3 2023, an estimated $255K.
  • DFPG Investments first reported a position in Independence Realty Trust in Q4 2021 and held it in 7 quarters.
  • DFPG Investments's Independence Realty Trust position peaked at $1.1M in Q1 2022.
  • 359 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2023.

Based on DFPG Investments's 13F filing for Q3 2023, filed 13 Nov 2023.