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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's IRT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 9,005 shares — an estimated $148K sold.

Ameritas Advisory Services first reported a position in IRT in Q4 2021 and held it in 16 quarters. The position peaked at $6.17M in Q4 2021. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 9,005 Independence Realty Trust shares in Q4 2025, an estimated $148K.
  • Ameritas Advisory Services first reported a position in Independence Realty Trust in Q4 2021 and held it in 16 quarters.
  • Ameritas Advisory Services's Independence Realty Trust position peaked at $6.17M in Q4 2021.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.