Stockman Wealth Management’s Independence Realty Trust IRT Stock Holding History

Stockman Wealth Management’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
2022 Q2	–	Sell	-10,100	Closed	-$267K	–	187
2022 Q1	$267K	Hold	10,100	–	–	0.06%	164
2021 Q4	$261K	Hold	10,100	–	–	0.05%	174
2021 Q3	$206K	Sell	10,100 -400	-4%	-$7.95K	0.05%	189
2021 Q2	$191K	Hold	10,500	–	–	0.05%	190
2021 Q1	$160K	Hold	10,500	–	–	0.04%	185
2020 Q4	$141K	Hold	10,500	–	–	0.04%	186
2020 Q3	$122K	Hold	10,500	–	–	0.04%	162
2020 Q2	$121K	Buy	+10,500	New	+$105K	0.05%	161
2019 Q2	–	Sell	-52,050	Closed	-$562K	–	157
2019 Q1	$562K	Hold	52,050	–	–	0.25%	76
2018 Q4	$478K	Hold	52,050	–	–	0.23%	84
2018 Q3	$548K	Sell	52,050 -1,000	-2%	-$10.2K	0.24%	82
2018 Q2	$547K	Sell	53,050 -100	-0.2%	-$963	0.25%	78
2018 Q1	$488K	Buy	53,150 +3,550	+7%	+$32.2K	0.22%	84
2017 Q4	$500K	Buy	49,600 +23,500	+90%	+$242K	0.22%	86
2017 Q3	$265K	Buy	+26,100	New	+$264K	0.13%	121

Other funds holding IRT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Stockman Wealth Management's IRT Position: Q2 2022 in Review

Stockman Wealth Management sold out of Independence Realty Trust (IRT) in Q2 2022, closing a stake of 10,100 shares — an estimated $267K sold.

Stockman Wealth Management first reported a position in IRT in Q3 2017 and held it in 15 quarters. The position peaked at $562K in Q1 2019. 374 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

Stockman Wealth Management reported no remaining Independence Realty Trust position as of Q2 2022 after selling out during the quarter.
Stockman Wealth Management sold 10,100 Independence Realty Trust shares in Q2 2022, an estimated $267K.
Stockman Wealth Management first reported a position in Independence Realty Trust in Q3 2017 and held it in 15 quarters.
Stockman Wealth Management's Independence Realty Trust position peaked at $562K in Q1 2019.
374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on Stockman Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.