Kelly Financial Services’s Independence Realty Trust IRT Stock Holding History

Kelly Financial 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 Q3	–	Sell	-4,555	Closed	-$85.4K	–	421
2024 Q2	$85.4K	Hold	4,555	–	–	0.03%	172
2024 Q1	$73.5K	Hold	4,555	–	–	0.03%	178
2023 Q4	$69.7K	Hold	4,555	–	–	0.03%	169
2023 Q3	$64.1K	Hold	4,555	–	–	0.03%	159
2023 Q2	$83K	Hold	4,555	–	–	0.04%	140
2023 Q1	$73K	Hold	4,555	–	–	0.04%	143
2022 Q4	$76.8K	Hold	4,555	–	–	0.04%	138
2022 Q3	$76.2K	Hold	4,555	–	–	0.04%	126
2022 Q2	$94.4K	Hold	4,555	–	–	0.05%	116
2022 Q1	$120K	Hold	4,555	–	–	0.05%	114
2021 Q4	$118K	Buy	+4,555	New	+$108K	0.05%	116

Other funds holding IRT

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

LPC

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Kelly Financial Services's IRT Position: Q3 2024 in Review

Kelly Financial Services sold out of Independence Realty Trust (IRT) in Q3 2024, closing a stake of 4,555 shares — an estimated $85.4K sold.

Kelly Financial Services first reported a position in IRT in Q4 2021 and held it in 11 quarters. The position peaked at $120K in Q1 2022. 391 funds tracked by Wall St. Rank hold IRT as of Q3 2024.

Kelly Financial Services reported no remaining Independence Realty Trust position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 4,555 Independence Realty Trust shares in Q3 2024, an estimated $85.4K.
Kelly Financial Services first reported a position in Independence Realty Trust in Q4 2021 and held it in 11 quarters.
Kelly Financial Services's Independence Realty Trust position peaked at $120K in Q1 2022.
391 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.