Seven Hills Financial, LLC’s Independence Realty Trust IRT Stock Holding History

Seven Hills Financial, LLC’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
2026 Q3	$324K	Buy	+22,270	New	+$361K	0.2%	70

Other funds holding IRT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Seven Hills Financial, LLC's IRT Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Independence Realty Trust (IRT) in Q3 2026: 22,270 shares worth $324K. The stake represents 0.2% of the portfolio and ranks #70 among its holdings.

17 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Seven Hills Financial, LLC held 22,270 shares of Independence Realty Trust worth $324K as of Q3 2026.
Independence Realty Trust was a new Seven Hills Financial, LLC position in Q3 2026.
Independence Realty Trust made up 0.2% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #70 holding.
17 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.