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Shelton Capital Management’s Independence Realty Trust IRT Stock Holding History

Shelton Capital Management’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
-11,035
Closed -$155K – 749
2023
Q3 		$155K Hold
11,035
– – 0.01% 679
2023
Q2 		$201K Sell
11,035
-661
-6% -$11.3K 0.01% 695
2023
Q1 		$187K Hold
11,696
– – 0.01% 700
2022
Q4 		$197K Hold
11,696
– – 0.02% 652
2022
Q3 		$196K Hold
11,696
– – 0.01% 652
2022
Q2 		$242K Sell
11,696
-2,113
-15% -$50.8K 0.01% 580
2022
Q1 		$365K Buy
+13,809
New +$339K 0.01% 470

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Shelton Capital Management's IRT Position: Q4 2023 in Review

Shelton Capital Management sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 11,035 shares — an estimated $155K sold.

Shelton Capital Management first reported a position in IRT in Q1 2022 and held it in 7 quarters. The position peaked at $365K in Q1 2022. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Shelton Capital Management reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Shelton Capital Management sold 11,035 Independence Realty Trust shares in Q4 2023, an estimated $155K.
  • Shelton Capital Management first reported a position in Independence Realty Trust in Q1 2022 and held it in 7 quarters.
  • Shelton Capital Management's Independence Realty Trust position peaked at $365K in Q1 2022.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Shelton Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.