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Linscomb Wealth’s Independence Realty Trust IRT Stock Holding History

Linscomb Wealth’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
-30,309
Closed -$801K – 311
2022
Q1 		$801K Sell
30,309
-5,455
-15% -$134K 0.04% 192
2021
Q4 		$924K Buy
+35,764
New +$847K 0.04% 180

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

Linscomb Wealth's IRT Position: Q2 2022 in Review

Linscomb Wealth sold out of Independence Realty Trust (IRT) in Q2 2022, closing a stake of 30,309 shares — an estimated $801K sold.

Linscomb Wealth first reported a position in IRT in Q4 2021 and held it in 2 quarters. The position peaked at $924K in Q4 2021. 373 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

  • Linscomb Wealth reported no remaining Independence Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Linscomb Wealth sold 30,309 Independence Realty Trust shares in Q2 2022, an estimated $801K.
  • Linscomb Wealth first reported a position in Independence Realty Trust in Q4 2021 and held it in 2 quarters.
  • Linscomb Wealth's Independence Realty Trust position peaked at $924K in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on Linscomb Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.