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 Q2	$451K	Buy	27,050 +1,160	+4%	+$18.8K	0.01%	1182
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 $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

Arkadios Wealth Advisors's IRT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Independence Realty Trust (IRT) stake by 4.5% in Q2 2026, buying an estimated $18.8K and bringing the position to 27,050 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #1182.

Arkadios Wealth Advisors first reported a position in IRT in Q4 2021 and has held it in 7 quarters since. The position peaked at $451K in Q4 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Arkadios Wealth Advisors held 27,050 shares of Independence Realty Trust worth $451K as of Q2 2026.
Arkadios Wealth Advisors bought 1,160 Independence Realty Trust shares in Q2 2026, an estimated $18.8K.
Independence Realty Trust made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1182 holding.
Arkadios Wealth Advisors first reported a position in Independence Realty Trust in Q4 2021 and has held it in 7 quarters since.
Arkadios Wealth Advisors's Independence Realty Trust position peaked at $451K in Q4 2025.
395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.