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	–	561
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Focused Wealth Management's IRT Position: Q1 2024 in Review

Focused Wealth Management sold out of Independence Realty Trust (IRT) in Q1 2024, closing a stake of 1,022 shares — an estimated $15.6K sold.

Focused Wealth Management first reported a position in IRT in Q1 2022 and held it in 8 quarters. The position peaked at $27K in Q1 2022. 332 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

Focused Wealth Management reported no remaining Independence Realty Trust position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 1,022 Independence Realty Trust shares in Q1 2024, an estimated $15.6K.
Focused Wealth Management first reported a position in Independence Realty Trust in Q1 2022 and held it in 8 quarters.
Focused Wealth Management's Independence Realty Trust position peaked at $27K in Q1 2022.
332 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.