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Simplicity Wealth’s Independence Realty Trust IRT Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-12,391
Closed -$232K – 836
2024
Q2 		$232K Sell
12,391
-4,481
-27% -$74.9K 0.01% 1045
2024
Q1 		$272K Buy
+16,872
New +$258K 0.01% 953

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplicity Wealth's IRT Position: Q3 2024 in Review

Simplicity Wealth sold out of Independence Realty Trust (IRT) in Q3 2024, closing a stake of 12,391 shares — an estimated $232K sold.

Simplicity Wealth first reported a position in IRT in Q1 2024 and held it in 2 quarters. The position peaked at $272K in Q1 2024. 391 funds tracked by Wall St. Rank hold IRT as of Q3 2024.

  • Simplicity Wealth reported no remaining Independence Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 12,391 Independence Realty Trust shares in Q3 2024, an estimated $232K.
  • Simplicity Wealth first reported a position in Independence Realty Trust in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Independence Realty Trust position peaked at $272K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.