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Advisor OS’s Independence Realty Trust IRT Stock Holding History

Advisor OS’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
2025
Q4 		– Sell
-29,917
Closed -$490K – 512
2025
Q3 		$490K Sell
29,917
-301
-1% -$5.21K 0.04% 273
2025
Q2 		$535K Sell
30,218
-24
-0.1% -$450 0.05% 245
2025
Q1 		$642K Buy
30,242
+78
+0.3% +$1.57K 0.07% 192
2024
Q4 		$598K Buy
30,164
+111
+0.4% +$2.27K 0.07% 194
2024
Q3 		$616K Buy
+30,053
New +$592K 0.06% 230

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor OS's IRT Position: Q4 2025 in Review

Advisor OS sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 29,917 shares — an estimated $490K sold.

Advisor OS first reported a position in IRT in Q3 2024 and held it in 5 quarters. The position peaked at $642K in Q1 2025. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

  • Advisor OS reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Advisor OS sold 29,917 Independence Realty Trust shares in Q4 2025, an estimated $490K.
  • Advisor OS first reported a position in Independence Realty Trust in Q3 2024 and held it in 5 quarters.
  • Advisor OS's Independence Realty Trust position peaked at $642K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Advisor OS's 13F filing for Q4 2025, filed 4 Feb 2026.