Platte River Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Platte River Wealth 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 Q4	–	Sell	-10,740	Closed	-$151K	–	101
2023 Q3	$151K	Hold	10,740	–	–	0.06%	95
2023 Q2	$196K	Hold	10,740	–	–	0.07%	93
2023 Q1	$172K	Hold	10,740	–	–	0.07%	91
2022 Q4	$181K	Hold	10,740	–	–	0.08%	87
2022 Q3	$180K	Hold	10,740	–	–	0.08%	85
2022 Q2	$223K	Hold	10,740	–	–	0.1%	81
2022 Q1	$284K	Hold	10,740	–	–	0.1%	76
2021 Q4	$257K	Buy	+10,740	New	+$254K	0.09%	78

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Platte River Wealth Advisors's IRT Position: Q4 2023 in Review

Platte River Wealth Advisors sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 10,740 shares — an estimated $151K sold.

Platte River Wealth Advisors first reported a position in IRT in Q4 2021 and held it in 8 quarters. The position peaked at $284K in Q1 2022. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

Platte River Wealth Advisors reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 10,740 Independence Realty Trust shares in Q4 2023, an estimated $151K.
Platte River Wealth Advisors first reported a position in Independence Realty Trust in Q4 2021 and held it in 8 quarters.
Platte River Wealth Advisors's Independence Realty Trust position peaked at $284K in Q1 2022.
334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Platte River Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.