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Mattson Financial Services’s Independence Realty Trust IRT Stock Holding History

Mattson Financial Services’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
2025
Q1 		– Sell
-1,508
Closed -$30.9K – 378
2024
Q4 		$30.9K Hold
1,508
– – 0.01% 202
2024
Q3 		$28.3K Hold
1,508
– – 0.01% 180
2024
Q2 		$28.3K Buy
+1,508
New +$25.2K 0.01% 180

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mattson Financial Services's IRT Position: Q1 2025 in Review

Mattson Financial Services sold out of Independence Realty Trust (IRT) in Q1 2025, closing a stake of 1,508 shares — an estimated $30.9K sold.

Mattson Financial Services first reported a position in IRT in Q2 2024 and held it in 3 quarters. The position peaked at $30.9K in Q4 2024. 407 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

  • Mattson Financial Services reported no remaining Independence Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 1,508 Independence Realty Trust shares in Q1 2025, an estimated $30.9K.
  • Mattson Financial Services first reported a position in Independence Realty Trust in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's Independence Realty Trust position peaked at $30.9K in Q4 2024.
  • 407 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.