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	–	1595
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
2017 Q4	–	Hold	0	–	–	–	1211

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

LPC

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCI Wealth Advisors's IRT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Independence Realty Trust (IRT) in Q2 2023, closing a stake of 462 shares — an estimated $7.41K sold.

TCI Wealth Advisors first reported a position in IRT in Q3 2019 and held it in 12 quarters. The position peaked at $14K in Q2 2022. 355 funds tracked by Wall St. Rank hold IRT as of Q2 2023.

TCI Wealth Advisors reported no remaining Independence Realty Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 462 Independence Realty Trust shares in Q2 2023, an estimated $7.41K.
TCI Wealth Advisors first reported a position in Independence Realty Trust in Q3 2019 and held it in 12 quarters.
TCI Wealth Advisors's Independence Realty Trust position peaked at $14K in Q2 2022.
355 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.