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

Apollon 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 		– Sell
-14,415
Closed -$215K – 1628
2026
Q1 		$215K Sell
14,415
-10,245
-42% -$168K ﹤0.01% 1288
2025
Q4 		$431K Sell
24,660
-9,206
-27% -$153K 0.01% 895
2025
Q3 		$555K Sell
33,866
-17,473
-34% -$303K 0.01% 788
2025
Q2 		$908K Sell
51,339
-543
-1% -$10.2K 0.02% 577
2025
Q1 		$1.1M Buy
51,882
+2,651
+5% +$53.4K 0.02% 484
2024
Q4 		$977K Hold
49,231
– – 0.02% 523
2024
Q3 		$1.01M Buy
49,231
+380
+0.8% +$7.49K 0.03% 489
2024
Q2 		$915K Sell
48,851
-2,869
-6% -$48K 0.03% 502
2024
Q1 		$834K Sell
51,720
-17
-0% -$260 0.03% 523
2023
Q4 		$792K Sell
51,737
-7,083
-12% -$98.1K 0.03% 528
2023
Q3 		$828K Hold
58,820
– – 0.04% 411
2023
Q2 		$1.07M Sell
58,820
-120
-0.2% -$2.05K 0.05% 368
2023
Q1 		$945K Sell
58,940
-275
-0.5% -$4.82K 0.06% 344
2022
Q4 		$998K Buy
59,215
+51
+0.1% +$863 0.07% 296
2022
Q3 		$990K Sell
59,164
-6,629
-10% -$134K 0.08% 255
2022
Q2 		$1.36M Buy
65,793
+524
+0.8% +$12.6K 0.11% 197
2022
Q1 		$1.73M Sell
65,269
-1,311
-2% -$32.2K 0.12% 180
2021
Q4 		$1.72M Buy
66,580
+2,672
+4% +$63.3K 0.13% 178
2021
Q3 		$1.3M Buy
63,908
+12
+0% +$239 0.18% 116
2021
Q2 		$1.17M Sell
63,896
-485
-0.8% -$8.23K 0.21% 96
2021
Q1 		$979K Buy
+64,381
New +$913K 0.19% 104

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 $3.37T AUM 44.26% 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

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

Apollon Wealth Management sold out of Independence Realty Trust (IRT) in Q2 2026, closing a stake of 14,415 shares — an estimated $215K sold.

Apollon Wealth Management first reported a position in IRT in Q1 2021 and held it in 21 quarters. The position peaked at $1.73M in Q1 2022. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Apollon Wealth Management reported no remaining Independence Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Apollon Wealth Management sold 14,415 Independence Realty Trust shares in Q2 2026, an estimated $215K.
  • Apollon Wealth Management first reported a position in Independence Realty Trust in Q1 2021 and held it in 21 quarters.
  • Apollon Wealth Management's Independence Realty Trust position peaked at $1.73M in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.