Number of Shares
266,648.00
Current Holdings Value*
$5.66 Mil
% of Portfolio
1.57%
Total Estimate Gain
$-717,553.72
% of Total Estimate Gain
-13.60%

Blue Zone Wealth Advisors, LLC's Independence Realty Trust Inc Holding Summary

As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 266,648.00 shares of Independence Realty Trust Inc(IRT), totaling $5.66 Mil. This investment constitutes 1.57% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0.12% of the outstanding Independence Realty Trust Inc(IRT) stock.

The initial trade took place in 2024Q3. And since then Blue Zone Wealth Advisors, LLC has made 3 purchases of IRT, at an average price of $19.79, for a total of 266,648.00 shares. Based on historical transaction data and IRT's current price of $17.10, Blue Zone Wealth Advisors, LLC's estimated gain on his IRT holdings is $-717,553.72, reflecting a -13.60% gain to date.

Blue Zone Wealth Advisors, LLC IRT ($17.10) Holding Chart

Blue Zone Wealth Advisors, LLC IRT ($17.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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