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Triad Wealth Partners’s Independence Realty Trust IRT Stock Holding History

Triad Wealth Partners’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
2024
Q3 		– Sell
-8,211
Closed -$154K – 462
2024
Q2 		$154K Buy
+8,211
New +$137K 0.08% 108

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Triad Wealth Partners's IRT Position: Q3 2024 in Review

Triad Wealth Partners sold out of Independence Realty Trust (IRT) in Q3 2024, closing a stake of 8,211 shares — an estimated $154K sold.

Triad Wealth Partners first reported a position in IRT in Q2 2024 and held it in 1 quarter. The position peaked at $154K in Q2 2024. 391 funds tracked by Wall St. Rank hold IRT as of Q3 2024.

  • Triad Wealth Partners reported no remaining Independence Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 8,211 Independence Realty Trust shares in Q3 2024, an estimated $154K.
  • Triad Wealth Partners first reported a position in Independence Realty Trust in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Independence Realty Trust position peaked at $154K in Q2 2024.
  • 391 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.