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First Trust Direct Indexing’s Independence Realty Trust IRT Stock Holding History

First Trust Direct Indexing’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
2021
Q1 		– Sell
-4,737
Closed -$64K – 684
2020
Q4 		$64K Buy
+4,737
New +$60.6K 0.02% 670

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
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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Direct Indexing's IRT Position: Q1 2021 in Review

First Trust Direct Indexing sold out of Independence Realty Trust (IRT) in Q1 2021, closing a stake of 4,737 shares — an estimated $64K sold.

First Trust Direct Indexing first reported a position in IRT in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 180 funds tracked by Wall St. Rank hold IRT as of Q1 2021.

  • First Trust Direct Indexing reported no remaining Independence Realty Trust position as of Q1 2021 after selling out during the quarter.
  • First Trust Direct Indexing sold 4,737 Independence Realty Trust shares in Q1 2021, an estimated $64K.
  • First Trust Direct Indexing first reported a position in Independence Realty Trust in Q4 2020 and held it in 1 quarter.
  • First Trust Direct Indexing's Independence Realty Trust position peaked at $64K in Q4 2020.
  • 180 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2021.

Based on First Trust Direct Indexing's 13F filing for Q1 2021, filed 14 Apr 2021.