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WR Wealth Planners’s Independence Realty Trust IRT Stock Holding History

WR Wealth Planners’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
2024
Q3 		– Sell
-2,430
Closed -$45.5K – 1178
2024
Q2 		$45.5K Hold
2,430
– – 0.01% 341
2024
Q1 		$39.2K Buy
+2,430
New +$37.1K 0.01% 365
2023
Q4 		– Sell
-2,430
Closed -$34.2K – 518
2023
Q3 		$34.2K Hold
2,430
– – 0.01% 368
2023
Q2 		$44.3K Hold
2,430
– – 0.02% 335
2023
Q1 		$39K Hold
2,430
– – 0.02% 349
2022
Q4 		$41K Buy
+2,430
New +$41.1K 0.03% 179

Other funds holding IRT

BlackRock
BlackRock New York $5.72T 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
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
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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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

WR Wealth Planners's IRT Position: Q3 2024 in Review

WR Wealth Planners sold out of Independence Realty Trust (IRT) in Q3 2024, closing a stake of 2,430 shares — an estimated $45.5K sold.

WR Wealth Planners first reported a position in IRT in Q4 2022 and held it in 6 quarters. The position peaked at $45.5K in Q2 2024. 392 funds tracked by Wall St. Rank hold IRT as of Q3 2024.

  • WR Wealth Planners reported no remaining Independence Realty Trust position as of Q3 2024 after selling out during the quarter.
  • WR Wealth Planners sold 2,430 Independence Realty Trust shares in Q3 2024, an estimated $45.5K.
  • WR Wealth Planners first reported a position in Independence Realty Trust in Q4 2022 and held it in 6 quarters.
  • WR Wealth Planners's Independence Realty Trust position peaked at $45.5K in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.