USA Financial Formulas’s Independence Realty Trust IRT Stock Holding History

USA Financial Formulas’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
2025 Q1	–	Sell	-1,114	Closed	-$22.1K	–	330
2024 Q4	$22.1K	Sell	1,114 -36	-3%	-$735	﹤0.01%	264
2024 Q3	$23.6K	Buy	+1,150	New	+$22.7K	﹤0.01%	243
2022 Q2	–	Sell	-3,698	Closed	-$98K	–	385
2022 Q1	$98K	Sell	3,698 -1,056	-22%	-$25.9K	0.1%	94
2021 Q4	$123K	Sell	4,754 -2,951	-38%	-$69.9K	0.11%	99
2021 Q3	$157K	Buy	7,705 +3,969	+106%	+$78.9K	0.14%	124
2021 Q2	$68K	Buy	+3,736	New	+$63.4K	0.06%	178
2020 Q1	–	Sell	-18,580	Closed	-$262K	–	266
2019 Q4	$262K	Buy	18,580 +13,971	+303%	+$204K	0.11%	102
2019 Q3	$66K	Buy	+4,609	New	+$60.6K	0.03%	165

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

USA Financial Formulas's IRT Position: Q1 2025 in Review

USA Financial Formulas sold out of Independence Realty Trust (IRT) in Q1 2025, closing a stake of 1,114 shares — an estimated $22.1K sold.

USA Financial Formulas first reported a position in IRT in Q3 2019 and held it in 8 quarters. The position peaked at $262K in Q4 2019. 407 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

USA Financial Formulas reported no remaining Independence Realty Trust position as of Q1 2025 after selling out during the quarter.
USA Financial Formulas sold 1,114 Independence Realty Trust shares in Q1 2025, an estimated $22.1K.
USA Financial Formulas first reported a position in Independence Realty Trust in Q3 2019 and held it in 8 quarters.
USA Financial Formulas's Independence Realty Trust position peaked at $262K in Q4 2019.
407 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.