Institutional & Family Asset Management’s Independence Realty Trust IRT Stock Holding History

Institutional & Family Asset 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
2023 Q1	–	Sell	-2,961	Closed	-$49.9K	–	744
2022 Q4	$49.9K	Hold	2,961	–	–	0.01%	218
2022 Q3	$50K	Sell	2,961 -1,401	-32%	-$28.3K	0.01%	224
2022 Q2	$90K	Buy	+4,362	New	+$105K	0.02%	180
2021 Q1	–	Sell	-30,781	Closed	-$413K	–	964
2020 Q4	$413K	Buy	30,781 +11,901	+63%	+$152K	0.09%	129
2020 Q3	$219K	Buy	+18,880	New	+$216K	0.05%	157

Other funds holding IRT

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LPC

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

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

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Institutional & Family Asset Management's IRT Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Independence Realty Trust (IRT) in Q1 2023, closing a stake of 2,961 shares — an estimated $49.9K sold.

Institutional & Family Asset Management first reported a position in IRT in Q3 2020 and held it in 5 quarters. The position peaked at $413K in Q4 2020. 352 funds tracked by Wall St. Rank hold IRT as of Q1 2023.

Institutional & Family Asset Management reported no remaining Independence Realty Trust position as of Q1 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 2,961 Independence Realty Trust shares in Q1 2023, an estimated $49.9K.
Institutional & Family Asset Management first reported a position in Independence Realty Trust in Q3 2020 and held it in 5 quarters.
Institutional & Family Asset Management's Independence Realty Trust position peaked at $413K in Q4 2020.
352 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.