HGWM
IRT icon

Harvest Group Wealth Management’s Independence Realty Trust IRT Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-17
Closed – – 355
2020
Q4 		$0 Hold
17
– – ﹤0.01% 742
2020
Q3 		$0 Hold
17
– – ﹤0.01% 694
2020
Q2 		$0 Hold
17
– – ﹤0.01% 654
2020
Q1 		$0 Sell
17
-119
-88% -$1.61K ﹤0.01% 727
2019
Q4 		$1K Hold
136
– – ﹤0.01% 789
2019
Q3 		$2K Hold
136
– – ﹤0.01% 710
2019
Q2 		$1K Hold
136
– – ﹤0.01% 740
2019
Q1 		$1K Buy
+136
New +$1.4K ﹤0.01% 785

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's IRT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Independence Realty Trust (IRT) in Q1 2021, closing a stake of 17 shares.

Harvest Group Wealth Management first reported a position in IRT in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2019. 180 funds tracked by Wall St. Rank hold IRT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Independence Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 17 Independence Realty Trust shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Independence Realty Trust in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Independence Realty Trust position peaked at $2K in Q3 2019.
  • 180 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.