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Navellier & Associates’s Independence Realty Trust IRT Stock Holding History

Navellier & Associates’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
Q4 		– Sell
-21,108
Closed -$353K – 268
2022
Q3 		$353K Sell
21,108
-206
-1% -$4.17K 0.08% 198
2022
Q2 		$442K Buy
21,314
+2,343
+12% +$56.4K 0.09% 193
2022
Q1 		$502K Buy
+18,971
New +$466K 0.09% 193

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Navellier & Associates's IRT Position: Q4 2022 in Review

Navellier & Associates sold out of Independence Realty Trust (IRT) in Q4 2022, closing a stake of 21,108 shares — an estimated $353K sold.

Navellier & Associates first reported a position in IRT in Q1 2022 and held it in 3 quarters. The position peaked at $502K in Q1 2022. 362 funds tracked by Wall St. Rank hold IRT as of Q4 2022.

  • Navellier & Associates reported no remaining Independence Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Navellier & Associates sold 21,108 Independence Realty Trust shares in Q4 2022, an estimated $353K.
  • Navellier & Associates first reported a position in Independence Realty Trust in Q1 2022 and held it in 3 quarters.
  • Navellier & Associates's Independence Realty Trust position peaked at $502K in Q1 2022.
  • 362 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2022.

Based on Navellier & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.