MFG
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Mendota Financial Group’s Independence Realty Trust IRT Stock Holding History

Mendota Financial Group’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
-1,309
Closed -$26K – 237
2024
Q4 		$26K Hold
1,309
– – 0.02% 195
2024
Q3 		$26.8K Hold
1,309
– – 0.01% 203
2024
Q2 		$24.5K Hold
1,309
– – 0.01% 204
2024
Q1 		$21.1K Hold
1,309
– – 0.01% 214
2023
Q4 		$20K Hold
1,309
– – 0.02% 245
2023
Q3 		$18.4K Hold
1,309
– – 0.02% 174
2023
Q2 		$23.9K Hold
1,309
– – 0.03% 168
2023
Q1 		$34.6K Hold
1,309
– – 0.03% 162
2022
Q4 		$22.1K Buy
+1,309
New +$22.1K 0.03% 172

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 $3.38T AUM 44.17% 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

Mendota Financial Group's IRT Position: Q1 2025 in Review

Mendota Financial Group sold out of Independence Realty Trust (IRT) in Q1 2025, closing a stake of 1,309 shares — an estimated $26K sold.

Mendota Financial Group first reported a position in IRT in Q4 2022 and held it in 9 quarters. The position peaked at $34.6K in Q1 2023. 407 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

  • Mendota Financial Group reported no remaining Independence Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 1,309 Independence Realty Trust shares in Q1 2025, an estimated $26K.
  • Mendota Financial Group first reported a position in Independence Realty Trust in Q4 2022 and held it in 9 quarters.
  • Mendota Financial Group's Independence Realty Trust position peaked at $34.6K in Q1 2023.
  • 407 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.