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
Search
Sign in
Sign up
TWA
TCI Wealth Advisors’s
Independence Realty Trust
IRT
Stock Holding History
TCI 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
Q2
–
Sell
-462
Closed
-$7.41K
–
1191
2023
Q1
$7.41K
Buy
462
+358
+344%
+$6.27K
﹤0.01%
1266
2022
Q4
$1.75K
Sell
104
-265
-72%
-$4.48K
﹤0.01%
2002
2022
Q3
$6K
Sell
369
-327
-47%
-$6.62K
﹤0.01%
1346
2022
Q2
$14K
Buy
696
+327
+89%
+$7.87K
﹤0.01%
805
2022
Q1
$10K
Buy
369
+104
+39%
+$2.55K
﹤0.01%
1098
2021
Q4
$7K
Hold
265
–
–
﹤0.01%
1423
2021
Q3
$5K
Buy
+265
New
+$5.27K
﹤0.01%
1603
2020
Q4
–
Sell
-119
Closed
-$1K
–
1596
2020
Q3
$1K
Hold
119
–
–
﹤0.01%
1347
2020
Q2
$1K
Sell
119
-108
-48%
-$1.08K
﹤0.01%
1270
2020
Q1
$2K
Hold
227
–
–
﹤0.01%
1024
2019
Q4
$3K
Hold
227
–
–
﹤0.01%
1027
2019
Q3
$3K
Buy
+227
New
+$2.99K
﹤0.01%
959
2019
Q2
–
Hold
0
–
–
–
901
2019
Q1
–
Hold
0
–
–
–
1241
2018
Q4
–
Hold
0
–
–
–
1239
2018
Q1
–
Hold
0
–
-$1K
–
1397
2017
Q4
–
Hold
0
–
–
–
1211
Other funds holding IRT
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
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
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close