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Glassman Wealth Services’s Independence Realty Trust IRT Stock Holding History

Glassman Wealth Services’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
-204
Closed -$3.12K – 989
2023
Q4 		$3.12K Sell
204
-12
-6% -$166 ﹤0.01% 1207
2023
Q3 		$3.04K Sell
216
-43
-17% -$709 ﹤0.01% 1212
2023
Q2 		$4.72K Buy
259
+43
+20% +$734 ﹤0.01% 1011
2023
Q1 		$3.46K Hold
216
– – ﹤0.01% 1096
2022
Q4 		$3.64K Hold
216
– – ﹤0.01% 1116
2022
Q3 		$4K Sell
216
-21
-9% -$425 ﹤0.01% 1053
2022
Q2 		$5K Buy
237
+21
+10% +$505 ﹤0.01% 1001
2022
Q1 		$6K Hold
216
– – ﹤0.01% 967
2021
Q4 		$6K Hold
216
– – ﹤0.01% 934
2021
Q3 		$4K Hold
216
– – ﹤0.01% 1025
2021
Q2 		$4K Buy
216
+36
+20% +$611 ﹤0.01% 986
2021
Q1 		$3K Hold
180
– – ﹤0.01% 1003
2020
Q4 		$2K Hold
180
– – ﹤0.01% 1078
2020
Q3 		$2K Hold
180
– – ﹤0.01% 1005
2020
Q2 		$2K Buy
180
+70
+64% +$698 ﹤0.01% 863
2020
Q1 		$1K Sell
110
-24
-18% -$324 ﹤0.01% 902
2019
Q4 		$2K Buy
134
+24
+22% +$350 ﹤0.01% 765
2019
Q3 		$2K Hold
110
– – ﹤0.01% 705
2019
Q2 		$1K Hold
110
– – ﹤0.01% 865
2019
Q1 		$1K Buy
110
+82
+293% +$843 ﹤0.01% 822
2018
Q4 		$0 Hold
28
– – ﹤0.01% 871
2018
Q3 		$0 Sell
28
-78
-74% -$797 ﹤0.01% 881
2018
Q2 		$1K Buy
+106
New +$1.02K ﹤0.01% 668

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
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
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
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

Glassman Wealth Services's IRT Position: Q1 2024 in Review

Glassman Wealth Services sold out of Independence Realty Trust (IRT) in Q1 2024, closing a stake of 204 shares — an estimated $3.12K sold.

Glassman Wealth Services first reported a position in IRT in Q2 2018 and held it in 23 quarters. The position peaked at $6K in Q1 2022. 332 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

  • Glassman Wealth Services reported no remaining Independence Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 204 Independence Realty Trust shares in Q1 2024, an estimated $3.12K.
  • Glassman Wealth Services first reported a position in Independence Realty Trust in Q2 2018 and held it in 23 quarters.
  • Glassman Wealth Services's Independence Realty Trust position peaked at $6K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.