Activest Wealth Management
IRT icon

Activest Wealth Management’s Independence Realty Trust IRT Stock Holding History

Activest Wealth Management’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 		$2.99K Buy
206
+205
+20,500% +$3.33K ﹤0.01% 762
2026
Q2 		$17 Buy
+1
New +$16 ﹤0.01% 1328
2025
Q1 		– Sell
-2
Closed -$40 – 1119
2024
Q4 		$40 Buy
+2
New +$41 ﹤0.01% 772

Other funds holding IRT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Activest Wealth Management's IRT Position: Q3 2026 in Review

Activest Wealth Management increased its Independence Realty Trust (IRT) stake by 20,500% in Q3 2026, buying an estimated $3.33K and bringing the position to 206 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Activest Wealth Management first reported a position in IRT in Q4 2024 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Activest Wealth Management held 206 shares of Independence Realty Trust worth $2.99K as of Q3 2026.
  • Activest Wealth Management bought 205 Independence Realty Trust shares in Q3 2026, an estimated $3.33K.
  • Independence Realty Trust made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #762 holding.
  • Activest Wealth Management first reported a position in Independence Realty Trust in Q4 2024 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.