Ameritas Advisory Services’s Independence Realty Trust IRT Stock Holding History

Ameritas Advisory Services’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	$217K	Buy	+12,977	New	+$210K	﹤0.01%	1069
2025 Q4	–	Sell	-9,005	Closed	-$148K	–	1532
2025 Q3	$148K	Sell	9,005 -10,078	-53%	-$175K	0.01%	706
2025 Q2	$338K	Sell	19,083 -25,604	-57%	-$481K	0.02%	600
2025 Q1	$894K	Sell	44,687 -809	-2%	-$16.3K	0.04%	431
2024 Q4	$903K	Sell	45,496 -1,684	-4%	-$34.4K	0.03%	445
2024 Q3	$967K	Sell	47,180 -60,894	-56%	-$1.2M	0.04%	393
2024 Q2	$2.03M	Sell	108,074 -5,665	-5%	-$94.7K	0.08%	248
2024 Q1	$1.83M	Buy	113,739 +70,871	+165%	+$1.08M	0.08%	252
2023 Q4	$651K	Sell	42,868 -82,940	-66%	-$1.15M	0.04%	371
2023 Q3	$1.75M	Buy	125,808 +74,841	+147%	+$1.23M	0.09%	225
2023 Q2	$908K	Sell	50,967 -86,025	-63%	-$1.47M	0.12%	195
2023 Q1	$2.21M	Sell	136,992 -29,445	-18%	-$516K	0.11%	176
2022 Q4	$2.81M	Buy	166,437 +10,010	+6%	+$169K	0.13%	162
2022 Q3	$2.62M	Sell	156,427 -32,550	-17%	-$659K	0.16%	137
2022 Q2	$3.92M	Buy	188,977 +1,218	+0.6%	+$29.3K	0.23%	94
2022 Q1	$4.96M	Sell	187,759 -51,093	-21%	-$1.25M	0.18%	88
2021 Q4	$6.17M	Buy	+238,852	New	+$5.66M	0.23%	80

Other funds holding IRT

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Advisory Services's IRT Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Independence Realty Trust (IRT) in Q2 2026: 12,977 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in IRT as recently as Q3 2025.

Ameritas Advisory Services first reported a position in IRT in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.17M in Q4 2021. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Ameritas Advisory Services held 12,977 shares of Independence Realty Trust worth $217K as of Q2 2026.
Independence Realty Trust was a new Ameritas Advisory Services position in Q2 2026.
Independence Realty Trust made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1069 holding.
Ameritas Advisory Services first reported a position in Independence Realty Trust in Q4 2021 and has held it in 17 quarters since.
Ameritas Advisory Services's Independence Realty Trust position peaked at $6.17M in Q4 2021.
395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.