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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return