AWM
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AE Wealth Management’s Independence Realty Trust IRT Stock Holding History

AE 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
Q2 		$247K Buy
14,770
+11
+0.1% +$178 ﹤0.01% 1604
2026
Q1 		$220K Sell
14,759
-579
-4% -$9.51K ﹤0.01% 1557
2025
Q4 		$268K Sell
15,338
-158
-1% -$2.62K ﹤0.01% 1366
2025
Q3 		$254K Sell
15,496
-10,041
-39% -$174K ﹤0.01% 1267
2025
Q2 		$452K Sell
25,537
-2,819
-10% -$52.9K ﹤0.01% 961
2025
Q1 		$602K Sell
28,356
-12,654
-31% -$255K 0.01% 863
2024
Q4 		$814K Buy
41,010
+11,275
+38% +$230K 0.01% 758
2024
Q3 		$610K Sell
29,735
-1,886
-6% -$37.1K 0.01% 830
2024
Q2 		$593K Buy
31,621
+9,754
+45% +$163K 0.01% 841
2024
Q1 		$353K Sell
21,867
-21,111
-49% -$323K ﹤0.01% 912
2023
Q4 		$650K Sell
42,978
-16,012
-27% -$222K ﹤0.01% 1315
2023
Q3 		$830K Buy
58,990
+2,271
+4% +$37.5K 0.01% 1173
2023
Q2 		$1.03M Buy
56,719
+2,483
+5% +$42.4K 0.01% 1080
2023
Q1 		$869K Buy
54,236
+259
+0.5% +$4.54K 0.01% 1101
2022
Q4 		$910K Sell
53,977
-1,403
-3% -$23.7K 0.01% 1026
2022
Q3 		$927K Buy
55,380
+14,998
+37% +$303K 0.01% 972
2022
Q2 		$837K Sell
40,382
-11,947
-23% -$287K 0.01% 953
2022
Q1 		$1.38M Buy
52,329
+7,566
+17% +$186K 0.01% 816
2021
Q4 		$1.16M Buy
+44,763
New +$1.06M 0.01% 884

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's IRT Position: Q2 2026 in Review

AE Wealth Management increased its Independence Realty Trust (IRT) stake by 0.07% in Q2 2026, buying an estimated $178 and bringing the position to 14,770 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

AE Wealth Management first reported a position in IRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q1 2022. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • AE Wealth Management held 14,770 shares of Independence Realty Trust worth $247K as of Q2 2026.
  • AE Wealth Management bought 11 Independence Realty Trust shares in Q2 2026, an estimated $178.
  • Independence Realty Trust made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1604 holding.
  • AE Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • AE Wealth Management's Independence Realty Trust position peaked at $1.38M in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.