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WealthPLAN Partners’s Independence Realty Trust IRT Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-1,573
Closed -$28.7K – 710
2023
Q2 		$28.7K Sell
1,573
-3,016
-66% -$51.5K ﹤0.01% 611
2023
Q1 		$73.6K Buy
+4,589
New +$80.4K 0.01% 488
2022
Q1 		$740K Buy
27,135
+15,568
+135% +$382K 0.05% 201
2021
Q4 		$266K Buy
+11,567
New +$274K 0.02% 333

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's IRT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Independence Realty Trust (IRT) in Q3 2023, closing a stake of 1,573 shares — an estimated $28.7K sold.

WealthPLAN Partners first reported a position in IRT in Q4 2021 and held it in 4 quarters. The position peaked at $740K in Q1 2022. 358 funds tracked by Wall St. Rank hold IRT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Independence Realty Trust position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,573 Independence Realty Trust shares in Q3 2023, an estimated $28.7K.
  • WealthPLAN Partners first reported a position in Independence Realty Trust in Q4 2021 and held it in 4 quarters.
  • WealthPLAN Partners's Independence Realty Trust position peaked at $740K in Q1 2022.
  • 358 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.