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

Focused 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
2024
Q1 		– Sell
-1,022
Closed -$15.6K – 564
2023
Q4 		$15.6K Hold
1,022
– – ﹤0.01% 475
2023
Q3 		$14.4K Hold
1,022
– – ﹤0.01% 473
2023
Q2 		$18.6K Hold
1,022
– – ﹤0.01% 445
2023
Q1 		$16.4K Hold
1,022
– – ﹤0.01% 468
2022
Q4 		$17.2K Hold
1,022
– – ﹤0.01% 446
2022
Q3 		$17K Hold
1,022
– – ﹤0.01% 423
2022
Q2 		$21K Hold
1,022
– – ﹤0.01% 399
2022
Q1 		$27K Buy
+1,022
New +$25.1K ﹤0.01% 390

Other funds holding IRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return