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Retirement Group’s Independence Realty Trust IRT Stock Holding History

Retirement 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
Q1 		$8.05K Buy
+499
New +$7.63K ﹤0.01% 498
2023
Q2 		– Sell
-905
Closed -$15K – 814
2023
Q1 		$15K Hold
905
– – 0.01% 344
2022
Q4 		$15K Hold
905
– – 0.01% 309
2022
Q3 		$15K Buy
+905
New +$18.3K 0.01% 211

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Retirement Group's IRT Position: Q1 2024 in Review

Retirement Group opened a new position in Independence Realty Trust (IRT) in Q1 2024: 499 shares worth $8.05K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Retirement Group previously reported a position in IRT as recently as Q1 2023.

Retirement Group first reported a position in IRT in Q3 2022 and has held it in 4 quarters since. The position peaked at $15K in Q1 2023. 333 funds tracked by Wall St. Rank hold IRT as of Q1 2024.

  • Retirement Group held 499 shares of Independence Realty Trust worth $8.05K as of Q1 2024.
  • Independence Realty Trust was a new Retirement Group position in Q1 2024.
  • Independence Realty Trust made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #498 holding.
  • Retirement Group first reported a position in Independence Realty Trust in Q3 2022 and has held it in 4 quarters since.
  • Retirement Group's Independence Realty Trust position peaked at $15K in Q1 2023.
  • 333 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.