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Asset Dedication LLC’s Independence Realty Trust IRT Stock Holding History

Asset Dedication LLC’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
Q3 		– Sell
-2,635
Closed -$46.6K – 1200
2025
Q2 		$46.6K Hold
2,635
– – ﹤0.01% 535
2025
Q1 		$55.9K Hold
2,635
– – ﹤0.01% 463
2024
Q4 		$52.3K Hold
2,635
– – ﹤0.01% 465
2024
Q3 		$54K Hold
2,635
– – ﹤0.01% 497
2024
Q2 		$49.4K Hold
2,635
– – ﹤0.01% 498
2024
Q1 		$43K Hold
2,635
– – ﹤0.01% 468
2023
Q4 		$40K Hold
2,635
– – ﹤0.01% 467
2023
Q3 		$37K Hold
2,635
– – ﹤0.01% 463
2023
Q2 		$48K Hold
2,635
– – ﹤0.01% 445
2023
Q1 		$42K Hold
2,635
– – ﹤0.01% 447
2022
Q4 		$44K Hold
2,635
– – ﹤0.01% 437
2022
Q3 		$44K Hold
2,635
– – ﹤0.01% 419
2022
Q2 		$55K Hold
2,635
– – 0.01% 218
2022
Q1 		$70K Hold
2,635
– – 0.01% 386
2021
Q4 		$68K Buy
+2,635
New +$62.4K 0.01% 366

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Asset Dedication LLC's IRT Position: Q3 2025 in Review

Asset Dedication LLC sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 2,635 shares — an estimated $46.6K sold.

Asset Dedication LLC first reported a position in IRT in Q4 2021 and held it in 15 quarters. The position peaked at $70K in Q1 2022. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

  • Asset Dedication LLC reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Asset Dedication LLC sold 2,635 Independence Realty Trust shares in Q3 2025, an estimated $46.6K.
  • Asset Dedication LLC first reported a position in Independence Realty Trust in Q4 2021 and held it in 15 quarters.
  • Asset Dedication LLC's Independence Realty Trust position peaked at $70K in Q1 2022.
  • 384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Asset Dedication LLC's 13F filing for Q3 2025, filed 20 Nov 2025.