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Key Financial Inc’s Independence Realty Trust IRT Stock Holding History

Key Financial Inc’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
-223
Closed -$3.73K – 1188
2022
Q4 		$3.73K Hold
223
– – ﹤0.01% 843
2022
Q3 		$4K Hold
223
– – ﹤0.01% 832
2022
Q2 		$5K Hold
223
– – ﹤0.01% 793
2022
Q1 		$6K Buy
+223
New +$5.47K ﹤0.01% 747

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
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
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Key Financial Inc's IRT Position: Q1 2023 in Review

Key Financial Inc sold out of Independence Realty Trust (IRT) in Q1 2023, closing a stake of 223 shares — an estimated $3.73K sold.

Key Financial Inc first reported a position in IRT in Q1 2022 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 352 funds tracked by Wall St. Rank hold IRT as of Q1 2023.

  • Key Financial Inc reported no remaining Independence Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 223 Independence Realty Trust shares in Q1 2023, an estimated $3.73K.
  • Key Financial Inc first reported a position in Independence Realty Trust in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's Independence Realty Trust position peaked at $6K in Q1 2022.
  • 352 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.