Raymond James Financial Services Advisors’s Independence Realty Trust IRT Stock Holding History

Raymond James Financial Services 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
2024 Q3	$1.08M	Buy	52,756 +1,307	+3%	+$25.7K	﹤0.01%	2111
2024 Q2	$964K	Sell	51,449 -683	-1%	-$11.4K	﹤0.01%	2108
2024 Q1	$841K	Sell	52,132 -2,692	-5%	-$41.1K	﹤0.01%	2175
2023 Q4	$839K	Buy	54,824 +2,565	+5%	+$35.5K	﹤0.01%	2094
2023 Q3	$735K	Buy	52,259 +146	+0.3%	+$2.41K	﹤0.01%	2089
2023 Q2	$949K	Sell	52,113 -1,430	-3%	-$24.4K	﹤0.01%	1961
2023 Q1	$858K	Sell	53,543 -2,593	-5%	-$45.4K	﹤0.01%	2002
2022 Q4	$946K	Sell	56,136 -3,979	-7%	-$67.3K	﹤0.01%	1876
2022 Q3	$1.01M	Buy	60,115 +1,754	+3%	+$35.5K	﹤0.01%	1806
2022 Q2	$1.21M	Sell	58,361 -687	-1%	-$16.5K	﹤0.01%	1714
2022 Q1	$1.56M	Buy	59,048 +21,858	+59%	+$536K	﹤0.01%	1664
2021 Q4	$961K	Buy	37,190 +24,713	+198%	+$585K	﹤0.01%	1997
2021 Q3	$254K	Hold	12,477	–	–	﹤0.01%	2810
2021 Q2	$227K	Buy	12,477 +3	+0%	+$51	﹤0.01%	2924
2021 Q1	$190K	Buy	12,474 +2,059	+20%	+$29.2K	﹤0.01%	2920
2020 Q4	$140K	Buy	+10,415	New	+$133K	﹤0.01%	2809
2019 Q3	–	Sell	-18,529	Closed	-$214K	–	2874
2019 Q2	$214K	Buy	18,529 +60	+0.3%	+$659	﹤0.01%	2494
2019 Q1	$199K	Sell	18,469 -193	-1%	-$1.98K	﹤0.01%	2499
2018 Q4	$171K	Buy	18,662 +4,262	+30%	+$42.1K	﹤0.01%	2306
2018 Q3	$152K	Hold	14,400	–	–	﹤0.01%	2598
2018 Q2	$148K	Hold	14,400	–	–	﹤0.01%	2549
2018 Q1	$132K	Sell	14,400 -2,000	-12%	-$18.1K	﹤0.01%	2340
2017 Q4	$165K	Hold	16,400	–	–	﹤0.01%	2312
2017 Q3	$167K	Buy	16,400 +2,000	+14%	+$20.2K	﹤0.01%	2325
2017 Q2	$142K	Buy	14,400 +1,400	+11%	+$13.3K	﹤0.01%	2298
2017 Q1	$122K	Buy	+13,000	New	+$119K	﹤0.01%	2236

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

LPC

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

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

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

Raymond James Financial Services Advisors's IRT Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Independence Realty Trust (IRT) stake by 2.5% in Q3 2024, buying an estimated $25.7K and bringing the position to 52,756 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2111.

Raymond James Financial Services Advisors first reported a position in IRT in Q1 2017 and has held it in 26 quarters since. The position peaked at $1.56M in Q1 2022. 392 funds tracked by Wall St. Rank hold IRT as of Q3 2024.

Raymond James Financial Services Advisors held 52,756 shares of Independence Realty Trust worth $1.08M as of Q3 2024.
Raymond James Financial Services Advisors bought 1,307 Independence Realty Trust shares in Q3 2024, an estimated $25.7K.
Independence Realty Trust made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2111 holding.
Raymond James Financial Services Advisors first reported a position in Independence Realty Trust in Q1 2017 and has held it in 26 quarters since.
Raymond James Financial Services Advisors's Independence Realty Trust position peaked at $1.56M in Q1 2022.
392 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.