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FirstPurpose Wealth’s Independence Realty Trust IRT Stock Holding History

FirstPurpose Wealth’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
-9,391
Closed -$248K – 150
2022
Q1 		$248K Buy
+9,391
New +$230K 0.19% 113

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FirstPurpose Wealth's IRT Position: Q2 2022 in Review

FirstPurpose Wealth sold out of Independence Realty Trust (IRT) in Q2 2022, closing a stake of 9,391 shares — an estimated $248K sold.

FirstPurpose Wealth first reported a position in IRT in Q1 2022 and held it in 1 quarter. The position peaked at $248K in Q1 2022. 373 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

  • FirstPurpose Wealth reported no remaining Independence Realty Trust position as of Q2 2022 after selling out during the quarter.
  • FirstPurpose Wealth sold 9,391 Independence Realty Trust shares in Q2 2022, an estimated $248K.
  • FirstPurpose Wealth first reported a position in Independence Realty Trust in Q1 2022 and held it in 1 quarter.
  • FirstPurpose Wealth's Independence Realty Trust position peaked at $248K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on FirstPurpose Wealth's 13F filing for Q2 2022, filed 25 Jul 2022.