Lee Financial’s Independence Realty Trust IRT Stock Holding History

Lee Financial’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	-7	Closed	–	–	910
2022 Q2	$0	Buy	+7	New	+$168	﹤0.01%	914

Other funds holding IRT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lee Financial's IRT Position: Q3 2022 in Review

Lee Financial sold out of Independence Realty Trust (IRT) in Q3 2022, closing a stake of 7 shares.

Lee Financial first reported a position in IRT in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 364 funds tracked by Wall St. Rank hold IRT as of Q3 2022.

Lee Financial reported no remaining Independence Realty Trust position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 7 Independence Realty Trust shares in Q3 2022.
Lee Financial first reported a position in Independence Realty Trust in Q2 2022 and held it in 1 quarter.
Lee Financial's Independence Realty Trust position peaked at $0 in Q2 2022.
364 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.