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Mission Wealth Management’s Independence Realty Trust IRT Stock Holding History

Mission Wealth 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
2023
Q2 		– Sell
-20,676
Closed -$331K – 562
2023
Q1 		$331K Hold
20,676
– – 0.01% 423
2022
Q4 		$349K Buy
+20,676
New +$350K 0.02% 398
2022
Q3 		– Sell
-23,603
Closed -$489K – 528
2022
Q2 		$489K Hold
23,603
– – 0.03% 301
2022
Q1 		$624K Hold
23,603
– – 0.03% 273
2021
Q4 		$610K Buy
+23,603
New +$559K 0.03% 274

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mission Wealth Management's IRT Position: Q2 2023 in Review

Mission Wealth Management sold out of Independence Realty Trust (IRT) in Q2 2023, closing a stake of 20,676 shares — an estimated $331K sold.

Mission Wealth Management first reported a position in IRT in Q4 2021 and held it in 5 quarters. The position peaked at $624K in Q1 2022. 355 funds tracked by Wall St. Rank hold IRT as of Q2 2023.

  • Mission Wealth Management reported no remaining Independence Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Mission Wealth Management sold 20,676 Independence Realty Trust shares in Q2 2023, an estimated $331K.
  • Mission Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 5 quarters.
  • Mission Wealth Management's Independence Realty Trust position peaked at $624K in Q1 2022.
  • 355 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2023.

Based on Mission Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.