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SWM
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
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
LPC
Long Pond Capital
New York
$978M AUM
16.49%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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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
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