SMDAM
Sumitomo Mitsui DS Asset Management’s Independence Realty Trust IRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
55,152
-300
| -0.5% | -$5.31K | 0.01% | 617 |
|
|
2025
Q1 | $1.18M | Buy |
55,452
+12,915
| +30% | +$274K | 0.01% | 595 |
|
|
2024
Q4 | $844K | Hold |
42,537
| – | – | 0.01% | 653 |
|
|
2024
Q3 | $872K | Hold |
42,537
| – | – | 0.01% | 637 |
|
|
2024
Q2 | $797K | Buy |
42,537
+5,644
| +15% | +$106K | 0.01% | 637 |
|
|
2024
Q1 | $595K | Hold |
36,893
| – | – | 0.01% | 667 |
|
|
2023
Q4 | $564K | Hold |
36,893
| – | – | 0.01% | 691 |
|
|
2023
Q3 | $519K | Hold |
36,893
| – | – | 0.01% | 678 |
|
|
2023
Q2 | $672K | Buy |
36,893
+4,493
| +14% | +$81.9K | 0.01% | 640 |
|
|
2023
Q1 | $519K | Hold |
32,400
| – | – | 0.01% | 667 |
|
|
2022
Q4 | $546K | Buy |
32,400
+4,350
| +16% | +$73.3K | 0.01% | 639 |
|
|
2022
Q3 | $469K | Hold |
28,050
| – | – | 0.01% | 636 |
|
|
2022
Q2 | $581K | Buy |
28,050
+3,100
| +12% | +$64.2K | 0.01% | 602 |
|
|
2022
Q1 | $660K | Buy |
24,950
+13,971
| +127% | +$370K | 0.01% | 602 |
|
|
2021
Q4 | $283K | Buy |
+10,979
| New | +$283K | 0.01% | 731 |
|
|
2021
Q3 | – | Sell |
-10,031
| Closed | -$182K | – | 753 |
|
|
2021
Q2 | $182K | Buy |
+10,031
| New | +$182K | ﹤0.01% | 756 |
|