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

Doyle 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
Q2 		– Sell
-19,639
Closed -$519K – 225
2022
Q1 		$519K Sell
19,639
-30
-0.2% -$736 0.04% 152
2021
Q4 		$508K Buy
+19,669
New +$466K 0.04% 141

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Doyle Wealth Management's IRT Position: Q2 2022 in Review

Doyle Wealth Management sold out of Independence Realty Trust (IRT) in Q2 2022, closing a stake of 19,639 shares — an estimated $519K sold.

Doyle Wealth Management first reported a position in IRT in Q4 2021 and held it in 2 quarters. The position peaked at $519K in Q1 2022. 374 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

  • Doyle Wealth Management reported no remaining Independence Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 19,639 Independence Realty Trust shares in Q2 2022, an estimated $519K.
  • Doyle Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 2 quarters.
  • Doyle Wealth Management's Independence Realty Trust position peaked at $519K in Q1 2022.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.