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Sigma Planning Corp’s Independence Realty Trust IRT Stock Holding History

Sigma Planning Corp’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
-10,168
Closed -$143K – 1021
2023
Q3 		$143K Sell
10,168
-194
-2% -$3.2K 0.01% 1120
2023
Q2 		$189K Sell
10,362
-96
-0.9% -$1.64K 0.01% 1110
2023
Q1 		$168K Sell
10,458
-631
-6% -$11.1K 0.01% 1200
2022
Q4 		$187K Sell
11,089
-41
-0.4% -$694 0.01% 1142
2022
Q3 		$186K Sell
11,130
-8,226
-42% -$166K 0.01% 1137
2022
Q2 		$401K Sell
19,356
-2,401
-11% -$57.8K 0.01% 851
2022
Q1 		$575K Sell
21,757
-6,427
-23% -$158K 0.02% 790
2021
Q4 		$728K Buy
+28,184
New +$667K 0.02% 677
2015
Q4 		– Sell
-12,471
Closed -$90K – 720
2015
Q3 		$90K Sell
12,471
-3,710
-23% -$28.4K 0.01% 627
2015
Q2 		$122K Buy
16,181
+405
+3% +$3.57K 0.02% 660
2015
Q1 		$150K Sell
15,776
-170
-1% -$1.6K 0.02% 691
2014
Q4 		$148K Buy
+15,946
New +$152K 0.02% 660

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

Sigma Planning Corp's IRT Position: Q4 2023 in Review

Sigma Planning Corp sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 10,168 shares — an estimated $143K sold.

Sigma Planning Corp first reported a position in IRT in Q4 2014 and held it in 12 quarters. The position peaked at $728K in Q4 2021. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Sigma Planning Corp reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 10,168 Independence Realty Trust shares in Q4 2023, an estimated $143K.
  • Sigma Planning Corp first reported a position in Independence Realty Trust in Q4 2014 and held it in 12 quarters.
  • Sigma Planning Corp's Independence Realty Trust position peaked at $728K in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.