WealthPlan Investment Management’s Independence Realty Trust IRT Stock Holding History

WealthPlan Investment Management’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 Q1	$740K	Buy	+27,135	New	+$666K	0.05%	201

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WealthPlan Investment Management's IRT Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Independence Realty Trust (IRT) in Q1 2022: 27,135 shares worth $740K. The stake represents 0.05% of the portfolio and ranks #201 among its holdings.

391 funds tracked by Wall St. Rank hold IRT as of Q1 2022.

WealthPlan Investment Management held 27,135 shares of Independence Realty Trust worth $740K as of Q1 2022.
Independence Realty Trust was a new WealthPlan Investment Management position in Q1 2022.
Independence Realty Trust made up 0.05% of WealthPlan Investment Management's portfolio in Q1 2022, its #201 holding.
391 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.