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Simplicity Solutions’s Independence Realty Trust IRT Stock Holding History

Simplicity Solutions’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 		$255K Sell
16,691
-151
-0.9% -$2.09K 0.01% 885
2023
Q3 		$237K Sell
16,842
-1,049
-6% -$17.3K 0.01% 841
2023
Q2 		$326K Buy
+17,891
New +$306K 0.01% 797

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Simplicity Solutions's IRT Position: Q4 2023 in Review

Simplicity Solutions reduced its Independence Realty Trust (IRT) stake by 0.9% in Q4 2023, selling an estimated $2.09K and leaving 16,691 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #885.

Simplicity Solutions first reported a position in IRT in Q2 2023 and has held it in 3 quarters since. The position peaked at $326K in Q2 2023. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • Simplicity Solutions held 16,691 shares of Independence Realty Trust worth $255K as of Q4 2023.
  • Simplicity Solutions sold 151 Independence Realty Trust shares in Q4 2023, an estimated $2.09K.
  • Independence Realty Trust made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #885 holding.
  • Simplicity Solutions first reported a position in Independence Realty Trust in Q2 2023 and has held it in 3 quarters since.
  • Simplicity Solutions's Independence Realty Trust position peaked at $326K in Q2 2023.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.