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Lake Point Wealth Management’s Independence Realty Trust IRT Stock Holding History

Lake Point 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
2022
Q2 		$50K Hold
2,418
– – 0.03% 66
2022
Q1 		$64K Hold
2,418
– – 0.03% 53
2021
Q4 		$62K Buy
+2,418
New +$57.3K 0.03% 64

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's IRT Position: Q2 2022 in Review

Lake Point Wealth Management held its Independence Realty Trust (IRT) position steady in Q2 2022 at 2,418 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #66.

Lake Point Wealth Management first reported a position in IRT in Q4 2021 and has held it in 3 quarters since. The position peaked at $64K in Q1 2022. 373 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

  • Lake Point Wealth Management held 2,418 shares of Independence Realty Trust worth $50K as of Q2 2022.
  • Lake Point Wealth Management left its Independence Realty Trust share count unchanged in Q2 2022.
  • Independence Realty Trust made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #66 holding.
  • Lake Point Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and has held it in 3 quarters since.
  • Lake Point Wealth Management's Independence Realty Trust position peaked at $64K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.