EI
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Ellevest Inc’s Independence Realty Trust IRT Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-843
Closed -$13.5K – 972
2023
Q1 		$13.5K Sell
843
-145
-15% -$2.54K ﹤0.01% 952
2022
Q4 		$16.7K Buy
988
+656
+198% +$11.1K ﹤0.01% 909
2022
Q3 		$6K Buy
332
+269
+427% +$5.44K ﹤0.01% 1140
2022
Q2 		$1K Buy
63
+42
+200% +$1.01K ﹤0.01% 1273
2022
Q1 		$1K Hold
21
– – ﹤0.01% 1304
2021
Q4 		$1K Hold
21
– – ﹤0.01% 1287
2021
Q3 		$0 Buy
+21
New +$417 ﹤0.01% 1490

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ellevest Inc's IRT Position: Q2 2023 in Review

Ellevest Inc sold out of Independence Realty Trust (IRT) in Q2 2023, closing a stake of 843 shares — an estimated $13.5K sold.

Ellevest Inc first reported a position in IRT in Q3 2021 and held it in 7 quarters. The position peaked at $16.7K in Q4 2022. 355 funds tracked by Wall St. Rank hold IRT as of Q2 2023.

  • Ellevest Inc reported no remaining Independence Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 843 Independence Realty Trust shares in Q2 2023, an estimated $13.5K.
  • Ellevest Inc first reported a position in Independence Realty Trust in Q3 2021 and held it in 7 quarters.
  • Ellevest Inc's Independence Realty Trust position peaked at $16.7K in Q4 2022.
  • 355 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.