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RPg Family Wealth Advisory’s Independence Realty Trust IRT Stock Holding History

RPg Family Wealth Advisory’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
2022
Q2 		– Sell
-5,751
Closed -$153K – 202
2022
Q1 		$153K Hold
5,751
– – 0.07% 112
2021
Q4 		$149K Buy
+5,751
New +$136K 0.06% 123

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RPg Family Wealth Advisory's IRT Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of Independence Realty Trust (IRT) in Q2 2022, closing a stake of 5,751 shares — an estimated $153K sold.

RPg Family Wealth Advisory first reported a position in IRT in Q4 2021 and held it in 2 quarters. The position peaked at $153K in Q1 2022. 374 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

  • RPg Family Wealth Advisory reported no remaining Independence Realty Trust position as of Q2 2022 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 5,751 Independence Realty Trust shares in Q2 2022, an estimated $153K.
  • RPg Family Wealth Advisory first reported a position in Independence Realty Trust in Q4 2021 and held it in 2 quarters.
  • RPg Family Wealth Advisory's Independence Realty Trust position peaked at $153K in Q1 2022.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.