OneDigital Investment Advisors’s Independence Realty Trust IRT Stock Holding History

OneDigital Investment Advisors’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 Q3	–	Sell	-15,695	Closed	-$286K	–	1018
2023 Q2	$286K	Sell	15,695 -10,160	-39%	-$174K	0.01%	847
2023 Q1	$414K	Sell	25,855 -236	-0.9%	-$4.14K	0.01%	683
2022 Q4	$440K	Sell	26,091 -1,068	-4%	-$18.1K	0.01%	555
2022 Q3	$454K	Hold	27,159	–	–	0.02%	488
2022 Q2	$563K	Hold	27,159	–	–	0.02%	387
2022 Q1	$718K	Sell	27,159 -28,536	-51%	-$700K	0.03%	349
2021 Q4	$1.44M	Buy	+55,695	New	+$1.32M	0.05%	219

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OneDigital Investment Advisors's IRT Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Independence Realty Trust (IRT) in Q3 2023, closing a stake of 15,695 shares — an estimated $286K sold.

OneDigital Investment Advisors first reported a position in IRT in Q4 2021 and held it in 7 quarters. The position peaked at $1.44M in Q4 2021. 359 funds tracked by Wall St. Rank hold IRT as of Q3 2023.

OneDigital Investment Advisors reported no remaining Independence Realty Trust position as of Q3 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 15,695 Independence Realty Trust shares in Q3 2023, an estimated $286K.
OneDigital Investment Advisors first reported a position in Independence Realty Trust in Q4 2021 and held it in 7 quarters.
OneDigital Investment Advisors's Independence Realty Trust position peaked at $1.44M in Q4 2021.
359 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.