Lido Advisors
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Lido Advisors’s Independence Realty Trust IRT Stock Holding History

Lido Advisors’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 		– Sell
-15,216
Closed -$402K – 1002
2022
Q1 		$402K Sell
15,216
-1,824
-11% -$44.8K ﹤0.01% 682
2021
Q4 		$440K Buy
17,040
+6,762
+66% +$160K ﹤0.01% 661
2021
Q3 		$209K Sell
10,278
-24,722
-71% -$491K ﹤0.01% 905
2021
Q2 		$638K Buy
+35,000
New +$594K 0.01% 479
2020
Q3 		– Sell
-20,000
Closed -$230K – 668
2020
Q2 		$230K Buy
+20,000
New +$199K 0.01% 517

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lido Advisors's IRT Position: Q2 2022 in Review

Lido Advisors sold out of Independence Realty Trust (IRT) in Q2 2022, closing a stake of 15,216 shares — an estimated $402K sold.

Lido Advisors first reported a position in IRT in Q2 2020 and held it in 5 quarters. The position peaked at $638K in Q2 2021. 374 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

  • Lido Advisors reported no remaining Independence Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Lido Advisors sold 15,216 Independence Realty Trust shares in Q2 2022, an estimated $402K.
  • Lido Advisors first reported a position in Independence Realty Trust in Q2 2020 and held it in 5 quarters.
  • Lido Advisors's Independence Realty Trust position peaked at $638K in Q2 2021.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.