RWB
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RMR Wealth Builders’s Independence Realty Trust IRT Stock Holding History

RMR Wealth Builders’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
Q1 		– Sell
-10,600
Closed -$179K – 215
2022
Q4 		$179K Hold
10,600
– – 0.04% 185
2022
Q3 		$177K Hold
10,600
– – 0.04% 187
2022
Q2 		$220K Sell
10,600
-5,000
-32% -$120K 0.05% 174
2022
Q1 		$412K Sell
15,600
-8,100
-34% -$199K 0.09% 130
2021
Q4 		$613K Buy
+23,700
New +$561K 0.18% 59

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RMR Wealth Builders's IRT Position: Q1 2023 in Review

RMR Wealth Builders sold out of Independence Realty Trust (IRT) in Q1 2023, closing a stake of 10,600 shares — an estimated $179K sold.

RMR Wealth Builders first reported a position in IRT in Q4 2021 and held it in 5 quarters. The position peaked at $613K in Q4 2021. 352 funds tracked by Wall St. Rank hold IRT as of Q1 2023.

  • RMR Wealth Builders reported no remaining Independence Realty Trust position as of Q1 2023 after selling out during the quarter.
  • RMR Wealth Builders sold 10,600 Independence Realty Trust shares in Q1 2023, an estimated $179K.
  • RMR Wealth Builders first reported a position in Independence Realty Trust in Q4 2021 and held it in 5 quarters.
  • RMR Wealth Builders's Independence Realty Trust position peaked at $613K in Q4 2021.
  • 352 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2023.

Based on RMR Wealth Builders's 13F filing for Q1 2023, filed 11 Apr 2023.