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Private Wealth Management Group’s Independence Realty Trust IRT Stock Holding History

Private Wealth Management Group’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
2024
Q4 		– Sell
-117
Closed -$2.4K – 1538
2024
Q3 		$2.4K Hold
117
– – ﹤0.01% 994
2024
Q2 		$2.19K Hold
117
– – ﹤0.01% 1014
2024
Q1 		$1.89K Hold
117
– – ﹤0.01% 1000
2023
Q4 		$1.79K Buy
+117
New +$1.62K ﹤0.01% 1029

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's IRT Position: Q4 2024 in Review

Private Wealth Management Group sold out of Independence Realty Trust (IRT) in Q4 2024, closing a stake of 117 shares — an estimated $2.4K sold.

Private Wealth Management Group first reported a position in IRT in Q4 2023 and held it in 4 quarters. The position peaked at $2.4K in Q3 2024. 406 funds tracked by Wall St. Rank hold IRT as of Q4 2024.

  • Private Wealth Management Group reported no remaining Independence Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 117 Independence Realty Trust shares in Q4 2024, an estimated $2.4K.
  • Private Wealth Management Group first reported a position in Independence Realty Trust in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's Independence Realty Trust position peaked at $2.4K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.