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Advisors Asset Management’s Independence Realty Trust IRT Stock Holding History

Advisors Asset 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
2025
Q2 		– Sell
-1,643
Closed -$34.9K – 1512
2025
Q1 		$34.9K Sell
1,643
-1,684
-51% -$33.9K ﹤0.01% 1319
2024
Q4 		$66K Sell
3,327
-71
-2% -$1.45K ﹤0.01% 1286
2024
Q3 		$69.7K Buy
3,398
+7
+0.2% +$138 ﹤0.01% 1269
2024
Q2 		$63.5K Buy
3,391
+558
+20% +$9.33K ﹤0.01% 1255
2024
Q1 		$45.7K Buy
2,833
+1,684
+147% +$25.7K ﹤0.01% 1298
2023
Q4 		$17.6K Buy
+1,149
New +$15.9K ﹤0.01% 1362
2018
Q2 		– Sell
-26,270
Closed -$224K – 1606
2018
Q1 		$224K Sell
26,270
-4,183
-14% -$37.9K ﹤0.01% 1219
2017
Q4 		$307K Sell
30,453
-62
-0.2% -$639 0.01% 1172
2017
Q3 		$310K Sell
30,515
-15,924
-34% -$161K 0.01% 1170
2017
Q2 		$458K Sell
46,439
-3,160
-6% -$30K 0.01% 1118
2017
Q1 		$465K Sell
49,599
-4,700
-9% -$42.9K 0.01% 1128
2016
Q4 		$484K Sell
54,299
-687
-1% -$5.95K 0.01% 1125
2016
Q3 		$495K Sell
54,986
-1,733
-3% -$16.2K 0.01% 1094
2016
Q2 		$464K Buy
56,719
+10,345
+22% +$77.3K 0.01% 1127
2016
Q1 		$330K Buy
46,374
+32,549
+235% +$219K 0.01% 1208
2015
Q4 		$104K Buy
13,825
+8,257
+148% +$62.8K ﹤0.01% 1542
2015
Q3 		$40K Buy
+5,568
New +$42.6K ﹤0.01% 1750

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Advisors Asset Management's IRT Position: Q2 2025 in Review

Advisors Asset Management sold out of Independence Realty Trust (IRT) in Q2 2025, closing a stake of 1,643 shares — an estimated $34.9K sold.

Advisors Asset Management first reported a position in IRT in Q3 2015 and held it in 17 quarters. The position peaked at $495K in Q3 2016. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

  • Advisors Asset Management reported no remaining Independence Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Advisors Asset Management sold 1,643 Independence Realty Trust shares in Q2 2025, an estimated $34.9K.
  • Advisors Asset Management first reported a position in Independence Realty Trust in Q3 2015 and held it in 17 quarters.
  • Advisors Asset Management's Independence Realty Trust position peaked at $495K in Q3 2016.
  • 397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on Advisors Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.