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Lifestyle Asset Management’s Independence Realty Trust IRT Stock Holding History

Lifestyle Asset 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
2024
Q4 		– Sell
-44,893
Closed -$920K – 110
2024
Q3 		$920K Sell
44,893
-19,556
-30% -$385K 0.51% 48
2024
Q2 		$1.21M Sell
64,449
-8,369
-11% -$140K 0.69% 27
2024
Q1 		$1.17M Hold
72,818
– – 0.69% 34
2023
Q4 		$1.11M Hold
72,818
– – 0.62% 33
2023
Q3 		$1.02M Buy
72,818
+2,876
+4% +$47.4K 0.62% 35
2023
Q2 		$1.27M Buy
69,942
+2,751
+4% +$47K 0.77% 20
2023
Q1 		$1.08M Hold
67,191
– – 0.72% 29
2022
Q4 		$1.13M Buy
+67,191
New +$1.14M 0.91% 15

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lifestyle Asset Management's IRT Position: Q4 2024 in Review

Lifestyle Asset Management sold out of Independence Realty Trust (IRT) in Q4 2024, closing a stake of 44,893 shares — an estimated $920K sold.

Lifestyle Asset Management first reported a position in IRT in Q4 2022 and held it in 8 quarters. The position peaked at $1.27M in Q2 2023. 406 funds tracked by Wall St. Rank hold IRT as of Q4 2024.

  • Lifestyle Asset Management reported no remaining Independence Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Lifestyle Asset Management sold 44,893 Independence Realty Trust shares in Q4 2024, an estimated $920K.
  • Lifestyle Asset Management first reported a position in Independence Realty Trust in Q4 2022 and held it in 8 quarters.
  • Lifestyle Asset Management's Independence Realty Trust position peaked at $1.27M in Q2 2023.
  • 406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2024.

Based on Lifestyle Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.