PWM
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Paulson Wealth Management’s Independence Realty Trust IRT Stock Holding History

Paulson 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
2018
Q1 		– Sell
-212
Closed -$2K – 308
2017
Q4 		$2K Buy
+212
New +$2.19K ﹤0.01% 552

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HCMT
Highland Capital Management (Texas) Dallas, Texas $39M AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BCWM
Blue Chip Wealth Management Miami Beach, Florida $127M AUM 40.67% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

Paulson Wealth Management's IRT Position: Q1 2018 in Review

Paulson Wealth Management sold out of Independence Realty Trust (IRT) in Q1 2018, closing a stake of 212 shares — an estimated $2K sold.

Paulson Wealth Management first reported a position in IRT in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 172 funds tracked by Wall St. Rank hold IRT as of Q1 2018.

  • Paulson Wealth Management reported no remaining Independence Realty Trust position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 212 Independence Realty Trust shares in Q1 2018, an estimated $2K.
  • Paulson Wealth Management first reported a position in Independence Realty Trust in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Independence Realty Trust position peaked at $2K in Q4 2017.
  • 172 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.