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Essential Planning’s Independence Realty Trust IRT Stock Holding History

Essential Planning’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
2025
Q1 		– Sell
-13,110
Closed -$264K – 183
2024
Q4 		$264K Buy
+13,110
New +$268K ﹤0.01% 295

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Essential Planning's IRT Position: Q1 2025 in Review

Essential Planning sold out of Independence Realty Trust (IRT) in Q1 2025, closing a stake of 13,110 shares — an estimated $264K sold.

Essential Planning first reported a position in IRT in Q4 2024 and held it in 1 quarter. The position peaked at $264K in Q4 2024. 407 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

  • Essential Planning reported no remaining Independence Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 13,110 Independence Realty Trust shares in Q1 2025, an estimated $264K.
  • Essential Planning first reported a position in Independence Realty Trust in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Independence Realty Trust position peaked at $264K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.