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YHB Investment Advisors’s Independence Realty Trust IRT Stock Holding History

YHB Investment Advisors’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
Q4 		– Sell
-26,880
Closed -$378K – 272
2023
Q3 		$378K Sell
26,880
-1,164
-4% -$19.2K 0.03% 206
2023
Q2 		$511K Sell
28,044
-1,330
-5% -$22.7K 0.05% 187
2023
Q1 		$471K Buy
29,374
+1,797
+7% +$31.5K 0.05% 194
2022
Q4 		$465K Buy
27,577
+2,066
+8% +$34.9K 0.05% 188
2022
Q3 		$427K Buy
+25,511
New +$516K 0.05% 198

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

YHB Investment Advisors's IRT Position: Q4 2023 in Review

YHB Investment Advisors sold out of Independence Realty Trust (IRT) in Q4 2023, closing a stake of 26,880 shares — an estimated $378K sold.

YHB Investment Advisors first reported a position in IRT in Q3 2022 and held it in 5 quarters. The position peaked at $511K in Q2 2023. 334 funds tracked by Wall St. Rank hold IRT as of Q4 2023.

  • YHB Investment Advisors reported no remaining Independence Realty Trust position as of Q4 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 26,880 Independence Realty Trust shares in Q4 2023, an estimated $378K.
  • YHB Investment Advisors first reported a position in Independence Realty Trust in Q3 2022 and held it in 5 quarters.
  • YHB Investment Advisors's Independence Realty Trust position peaked at $511K in Q2 2023.
  • 334 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2023.

Based on YHB Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.