Superior Planning, LLC’s Independence Realty Trust IRT Stock Holding History

Superior Planning, 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	$756	Buy	+52	New	+$844	﹤0.01%	1816

Other funds holding IRT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Superior Planning, LLC's IRT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Independence Realty Trust (IRT) in Q3 2026: 52 shares worth $756. The stake represents ﹤0.01% of the portfolio and ranks #1816 among its holdings.

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

Superior Planning, LLC held 52 shares of Independence Realty Trust worth $756 as of Q3 2026.
Independence Realty Trust was a new Superior Planning, LLC position in Q3 2026.
Independence Realty Trust made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1816 holding.
270 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.