Arkadios Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Arkadios Wealth Advisors’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	$386K	Buy	25,890 +62	+0.2%	+$1.02K	0.01%	1230
2025 Q4	$451K	Buy	25,828 +13,092	+103%	+$217K	0.01%	1064
2025 Q3	$209K	Buy	12,736 +253	+2%	+$4.38K	0.01%	1348
2025 Q2	$221K	Buy	12,483 +61	+0.5%	+$1.15K	0.01%	1173
2025 Q1	$264K	Buy	+12,422	New	+$250K	0.01%	951
2022 Q1	–	Sell	-10,747	Closed	-$278K	–	592
2021 Q4	$278K	Buy	+10,747	New	+$254K	0.04%	469

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arkadios Wealth Advisors's IRT Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Independence Realty Trust (IRT) stake by 0.24% in Q1 2026, buying an estimated $1.02K and bringing the position to 25,890 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #1230.

Arkadios Wealth Advisors first reported a position in IRT in Q4 2021 and has held it in 6 quarters since. The position peaked at $451K in Q4 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Arkadios Wealth Advisors held 25,890 shares of Independence Realty Trust worth $386K as of Q1 2026.
Arkadios Wealth Advisors bought 62 Independence Realty Trust shares in Q1 2026, an estimated $1.02K.
Independence Realty Trust made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1230 holding.
Arkadios Wealth Advisors first reported a position in Independence Realty Trust in Q4 2021 and has held it in 6 quarters since.
Arkadios Wealth Advisors's Independence Realty Trust position peaked at $451K in Q4 2025.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.