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Steward Partners Investment Advisory’s Independence Realty Trust IRT Stock Holding History

Steward Partners Investment Advisory’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
2025
Q3 		– Sell
-53
Closed -$938 – 4321
2025
Q2 		$938 Sell
53
-32
-38% -$601 ﹤0.01% 3874
2025
Q1 		$1.8K Hold
85
– – ﹤0.01% 3666
2024
Q4 		$1.69K Sell
85
-36
-30% -$735 ﹤0.01% 3671
2024
Q3 		$2.48K Buy
121
+78
+181% +$1.54K ﹤0.01% 3401
2024
Q2 		$806 Buy
+43
New +$719 ﹤0.01% 3419
2024
Q1 		– Sell
-2,000
Closed -$30.6K – 3615
2023
Q4 		$30.6K Buy
+2,000
New +$27.7K ﹤0.01% 2186
2018
Q3 		– Sell
-61
Closed -$1K – 2638
2018
Q2 		$1K Sell
61
-1,939
-97% -$18.7K ﹤0.01% 2353
2018
Q1 		$18K Buy
+2,000
New +$18.1K ﹤0.01% 1370

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State Street
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LPC
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T. Rowe Price Investment Management
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return