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Allworth Financial’s Independence Realty Trust IRT Stock Holding History

Allworth Financial’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 		$96.4K Buy
5,778
+1,187
+26% +$19.2K ﹤0.01% 1954
2026
Q1 		$68.4K Buy
4,591
+134
+3% +$2.2K ﹤0.01% 2100
2025
Q4 		$77.9K Buy
4,457
+174
+4% +$2.88K ﹤0.01% 1910
2025
Q3 		$70.2K Sell
4,283
-48
-1% -$831 ﹤0.01% 1889
2025
Q2 		$76.6K Buy
4,331
+26
+0.6% +$488 ﹤0.01% 1689
2025
Q1 		$83.6K Sell
4,305
-7
-0.2% -$141 ﹤0.01% 1324
2024
Q4 		$80.5K Buy
4,312
+20
+0.5% +$408 ﹤0.01% 1357
2024
Q3 		$88K Buy
4,292
+55
+1% +$1.08K ﹤0.01% 1146
2024
Q2 		$80.1K Hold
4,237
– – ﹤0.01% 1162
2024
Q1 		$68.3K Hold
4,237
– – ﹤0.01% 1164
2023
Q4 		$64.8K Buy
4,237
+1,145
+37% +$15.9K ﹤0.01% 1095
2023
Q3 		$43.5K Sell
3,092
-3,120
-50% -$51.5K ﹤0.01% 1171
2023
Q2 		$113K Buy
6,212
+112
+2% +$1.91K ﹤0.01% 853
2023
Q1 		$97.8K Sell
6,100
-167
-3% -$2.93K ﹤0.01% 865
2022
Q4 		$106K Sell
6,267
-329
-5% -$5.57K ﹤0.01% 799
2022
Q3 		$110K Buy
6,596
+513
+8% +$10.4K ﹤0.01% 742
2022
Q2 		$126K Buy
6,083
+5
+0.1% +$120 ﹤0.01% 658
2022
Q1 		$161K Buy
6,078
+3,011
+98% +$73.9K ﹤0.01% 596
2021
Q4 		$79K Buy
3,067
+3,023
+6,870% +$71.6K ﹤0.01% 729
2021
Q3 		$1K Buy
+44
New +$875 ﹤0.01% 1768

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

Allworth Financial's IRT Position: Q2 2026 in Review

Allworth Financial increased its Independence Realty Trust (IRT) stake by 26% in Q2 2026, buying an estimated $19.2K and bringing the position to 5,778 shares worth $96.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1954.

Allworth Financial first reported a position in IRT in Q3 2021 and has held it in 20 quarters since. The position peaked at $161K in Q1 2022. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Allworth Financial held 5,778 shares of Independence Realty Trust worth $96.4K as of Q2 2026.
  • Allworth Financial bought 1,187 Independence Realty Trust shares in Q2 2026, an estimated $19.2K.
  • Independence Realty Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1954 holding.
  • Allworth Financial first reported a position in Independence Realty Trust in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's Independence Realty Trust position peaked at $161K in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.