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San Luis Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

San Luis Wealth 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
2023
Q4 		– Sell
-48,094
Closed -$677K – 69
2023
Q3 		$677K Buy
48,094
+434
+0.9% +$7.16K 0.33% 28
2023
Q2 		$868K Buy
+47,660
New +$814K 0.31% 77

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

San Luis Wealth Advisors's IRT Position: Q4 2023 in Review

San Luis Wealth Advisors sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 48,094 shares — an estimated $677K sold.

San Luis Wealth Advisors first reported a position in IRT in Q2 2023 and held it in 2 quarters. The position peaked at $868K in Q2 2023. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • San Luis Wealth Advisors reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 48,094 Independence Realty Trust shares in Q4 2023, an estimated $677K.
  • San Luis Wealth Advisors first reported a position in Independence Realty Trust in Q2 2023 and held it in 2 quarters.
  • San Luis Wealth Advisors's Independence Realty Trust position peaked at $868K in Q2 2023.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on San Luis Wealth Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.