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Joseph P. Lucia & Associates’s Independence Realty Trust IRT Stock Holding History

Joseph P. Lucia & Associates’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
2022
Q3 		– Sell
-1,227
Closed -$25K – 263
2022
Q2 		$25K Hold
1,227
– – 0.02% 227
2022
Q1 		$32K Buy
+1,227
New +$30.1K 0.02% 221

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Joseph P. Lucia & Associates's IRT Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Independence Realty Trust (IRT) in Q3 2022, closing a stake of 1,227 shares — an estimated $25K sold.

Joseph P. Lucia & Associates first reported a position in IRT in Q1 2022 and held it in 2 quarters. The position peaked at $32K in Q1 2022. 364 funds tracked by Wall St. Rank hold IRT as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Independence Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,227 Independence Realty Trust shares in Q3 2022, an estimated $25K.
  • Joseph P. Lucia & Associates first reported a position in Independence Realty Trust in Q1 2022 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Independence Realty Trust position peaked at $32K in Q1 2022.
  • 364 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.