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Wealthspire Advisors (Maryland)’s Independence Realty Trust IRT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4,054
Closed -$44K – 1212
2019
Q1 		$44K Buy
4,054
+70
+2% +$720 ﹤0.01% 937
2018
Q4 		$37K Buy
+3,984
New +$39.3K ﹤0.01% 978
2018
Q1 		– Sell
-8,026
Closed -$81K – 2565
2017
Q4 		$81K Hold
8,026
– – 0.01% 798
2017
Q3 		$82K Buy
8,026
+26
+0.3% +$263 0.01% 786
2017
Q2 		$79K Buy
+8,000
New +$76K 0.01% 787

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IRT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Independence Realty Trust (IRT) in Q2 2019, closing a stake of 4,054 shares — an estimated $44K sold.

Wealthspire Advisors (Maryland) first reported a position in IRT in Q2 2017 and held it in 5 quarters. The position peaked at $82K in Q3 2017. 169 funds tracked by Wall St. Rank hold IRT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Independence Realty Trust position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4,054 Independence Realty Trust shares in Q2 2019, an estimated $44K.
  • Wealthspire Advisors (Maryland) first reported a position in Independence Realty Trust in Q2 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Independence Realty Trust position peaked at $82K in Q3 2017.
  • 169 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.