Advisor Resource Council’s Independence Realty Trust IRT Stock Holding History

Advisor Resource Council’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 Q3	–	Sell	-27,358	Closed	-$484K	–	104
2025 Q2	$484K	Hold	27,358	–	–	0.19%	83
2025 Q1	$581	Buy	+27,358	New	+$551K	﹤0.01%	581
2024 Q4	–	Sell	-30,916	Closed	-$634K	–	167
2024 Q3	$634K	Sell	30,916 -22,054	-42%	-$434K	0.29%	91
2024 Q2	$993	Sell	52,970 -8,202	-13%	-$137K	﹤0.01%	44
2024 Q1	$936K	Buy	+61,172	New	+$935K	0.4%	59
2023 Q4	–	Sell	-61,172	Closed	-$861K	–	505
2023 Q3	$861K	Hold	61,172	–	–	0.44%	39
2023 Q2	$1.11M	Hold	61,172	–	–	0.5%	33
2023 Q1	$998K	Hold	61,172	–	–	0.25%	105
2022 Q4	$1.03M	Hold	61,172	–	–	0.5%	39
2022 Q3	$1.02M	Sell	61,172 -2,884	-5%	-$58.4K	0.69%	34
2022 Q2	$1.33M	Buy	64,056 +4,090	+7%	+$98.4K	0.12%	166
2022 Q1	$1.59M	Buy	59,966 +39,464	+192%	+$969K	0.48%	60
2021 Q4	$530K	Buy	+20,502	New	+$485K	0.04%	322

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advisor Resource Council's IRT Position: Q3 2025 in Review

Advisor Resource Council sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 27,358 shares — an estimated $484K sold.

Advisor Resource Council first reported a position in IRT in Q4 2021 and held it in 13 quarters. The position peaked at $1.59M in Q1 2022. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

Advisor Resource Council reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 27,358 Independence Realty Trust shares in Q3 2025, an estimated $484K.
Advisor Resource Council first reported a position in Independence Realty Trust in Q4 2021 and held it in 13 quarters.
Advisor Resource Council's Independence Realty Trust position peaked at $1.59M in Q1 2022.
384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.