Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SPC
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
Shares
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
New York
$5.72T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close