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Wealth Alliance’s Independence Realty Trust IRT Stock Holding History

Wealth Alliance’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
2022
Q2 		– Sell
-9,256
Closed -$244K – 470
2022
Q1 		$244K Buy
9,256
+16
+0.2% +$393 0.05% 376
2021
Q4 		$239K Buy
+9,240
New +$219K 0.05% 381

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Alliance's IRT Position: Q2 2022 in Review

Wealth Alliance sold out of Independence Realty Trust (IRT) in Q2 2022, closing a stake of 9,256 shares — an estimated $244K sold.

Wealth Alliance first reported a position in IRT in Q4 2021 and held it in 2 quarters. The position peaked at $244K in Q1 2022. 373 funds tracked by Wall St. Rank hold IRT as of Q2 2022.

  • Wealth Alliance reported no remaining Independence Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Wealth Alliance sold 9,256 Independence Realty Trust shares in Q2 2022, an estimated $244K.
  • Wealth Alliance first reported a position in Independence Realty Trust in Q4 2021 and held it in 2 quarters.
  • Wealth Alliance's Independence Realty Trust position peaked at $244K in Q1 2022.
  • 373 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2022.

Based on Wealth Alliance's 13F filing for Q2 2022, filed 15 Aug 2022.