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Oak Thistle LLC’s Independence Realty Trust IRT Stock Holding History

Oak Thistle LLC’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
Q4 		– Sell
-11,502
Closed -$162K – 534
2023
Q3 		$162K Buy
+11,502
New +$190K 0.05% 423

Other funds holding IRT

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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Oak Thistle LLC's IRT Position: Q4 2023 in Review

Oak Thistle LLC sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 11,502 shares — an estimated $162K sold.

Oak Thistle LLC first reported a position in IRT in Q3 2023 and held it in 1 quarter. The position peaked at $162K in Q3 2023. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Oak Thistle LLC reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Oak Thistle LLC sold 11,502 Independence Realty Trust shares in Q4 2023, an estimated $162K.
  • Oak Thistle LLC first reported a position in Independence Realty Trust in Q3 2023 and held it in 1 quarter.
  • Oak Thistle LLC's Independence Realty Trust position peaked at $162K in Q3 2023.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Oak Thistle LLC's 13F filing for Q4 2023, filed 22 Jan 2024.