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Surevest’s Independence Realty Trust IRT Stock Holding History

Surevest’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
Q3 		$58K Hold
3,464
– – 0.02% 181
2022
Q2 		$72K Buy
+3,464
New +$83.4K 0.02% 185

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's IRT Position: Q3 2022 in Review

Surevest held its Independence Realty Trust (IRT) position steady in Q3 2022 at 3,464 shares worth $58K. The position accounts for 0.02% of the portfolio, ranked #181.

Surevest first reported a position in IRT in Q2 2022 and has held it in 2 quarters since. The position peaked at $72K in Q2 2022. 364 funds tracked by Wall St. Rank hold IRT as of Q3 2022.

  • Surevest held 3,464 shares of Independence Realty Trust worth $58K as of Q3 2022.
  • Surevest left its Independence Realty Trust share count unchanged in Q3 2022.
  • Independence Realty Trust made up 0.02% of Surevest's portfolio in Q3 2022, its #181 holding.
  • Surevest first reported a position in Independence Realty Trust in Q2 2022 and has held it in 2 quarters since.
  • Surevest's Independence Realty Trust position peaked at $72K in Q2 2022.
  • 364 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.