SFC
IRT icon

Strategic Financial Concepts’s Independence Realty Trust IRT Stock Holding History

Strategic Financial Concepts’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
-18,166
Closed -$974 – 468
2024
Q2 		$974 Buy
+18,166
New +$304K ﹤0.01% 610

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Financial Concepts's IRT Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Independence Realty Trust (IRT) in Q3 2024, closing a stake of 18,166 shares — an estimated $974 sold.

Strategic Financial Concepts first reported a position in IRT in Q2 2024 and held it in 1 quarter. The position peaked at $974 in Q2 2024. 392 funds tracked by Wall St. Rank hold IRT as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Independence Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 18,166 Independence Realty Trust shares in Q3 2024, an estimated $974.
  • Strategic Financial Concepts first reported a position in Independence Realty Trust in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Independence Realty Trust position peaked at $974 in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.