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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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

Apollon Wealth Management's IRT Position: Q1 2026 in Review

Apollon Wealth Management reduced its Independence Realty Trust (IRT) stake by 42% in Q1 2026, selling an estimated $168K and leaving 14,415 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Apollon Wealth Management first reported a position in IRT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.73M in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Apollon Wealth Management held 14,415 shares of Independence Realty Trust worth $215K as of Q1 2026.
  • Apollon Wealth Management sold 10,245 Independence Realty Trust shares in Q1 2026, an estimated $168K.
  • Independence Realty Trust made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1288 holding.
  • Apollon Wealth Management first reported a position in Independence Realty Trust in Q1 2021 and has held it in 21 quarters since.
  • Apollon Wealth Management's Independence Realty Trust position peaked at $1.73M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.