Sutton Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-31	Closed	-$523	–	1172
2022 Q4	$523	Sell	31 -24	-44%	-$406	﹤0.01%	1480
2022 Q3	$920	Buy	55 +8	+17%	+$162	﹤0.01%	1318
2022 Q2	$974	Sell	47 -1,513	-97%	-$36.4K	﹤0.01%	1290
2022 Q1	$41.2K	Buy	1,560 +48	+3%	+$1.18K	0.01%	467
2021 Q4	$39.1K	Hold	1,512	–	–	0.01%	494
2021 Q3	$30.8K	Hold	1,512	–	–	0.01%	549
2021 Q2	$27.6K	Hold	1,512	–	–	0.01%	603
2021 Q1	$23K	Hold	1,512	–	–	0.01%	631
2020 Q4	$20.3K	Hold	1,512	–	–	0.01%	612
2020 Q3	$17.5K	Hold	1,512	–	–	0.01%	581
2020 Q2	$17.4K	Sell	1,512 -679	-31%	-$6.77K	0.01%	580
2020 Q1	$19.6K	Buy	2,191 +679	+45%	+$9.18K	0.01%	482
2019 Q4	$21.3K	Hold	1,512	–	–	0.01%	582
2019 Q3	$21.6K	Hold	1,512	–	–	0.01%	559
2019 Q2	$17.5K	Hold	1,512	–	–	0.01%	624
2019 Q1	$16.3K	Hold	1,512	–	–	0.01%	648
2018 Q4	$13.9K	Hold	1,512	–	–	0.01%	655
2018 Q3	$15.9K	Hold	1,512	–	–	0.01%	673
2018 Q2	$15.6K	Hold	1,512	–	–	0.01%	689
2018 Q1	$13.9K	Buy	+1,512	New	+$13.7K	0.01%	698

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

LPC

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

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

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

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

Sutton Wealth Advisors's IRT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Independence Realty Trust (IRT) in Q1 2023, closing a stake of 31 shares — an estimated $523 sold.

Sutton Wealth Advisors first reported a position in IRT in Q1 2018 and held it in 20 quarters. The position peaked at $41.2K in Q1 2022. 352 funds tracked by Wall St. Rank hold IRT as of Q1 2023.

Sutton Wealth Advisors reported no remaining Independence Realty Trust position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 31 Independence Realty Trust shares in Q1 2023, an estimated $523.
Sutton Wealth Advisors first reported a position in Independence Realty Trust in Q1 2018 and held it in 20 quarters.
Sutton Wealth Advisors's Independence Realty Trust position peaked at $41.2K in Q1 2022.
352 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.