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GPS Wealth Strategies Group’s Independence Realty Trust IRT Stock Holding History

GPS Wealth Strategies Group’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
2023
Q4 		– Sell
-533
Closed -$7.5K – 1282
2023
Q3 		$7.5K Buy
533
+4
+0.8% +$66 ﹤0.01% 897
2023
Q2 		$9.63K Buy
529
+5
+1% +$85 ﹤0.01% 850
2023
Q1 		$8.4K Buy
+524
New +$9.18K ﹤0.01% 870
2022
Q4 		– Sell
-515
Closed -$9K – 598
2022
Q3 		$9K Buy
515
+3
+0.6% +$61 ﹤0.01% 786
2022
Q2 		$11K Buy
+512
New +$12.3K ﹤0.01% 740

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return