AssetMark Inc
IRT icon

AssetMark Inc’s Independence Realty Trust IRT Stock Holding History

AssetMark Inc’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 		$54.1K Buy
3,630
+1,534
+73% +$25.2K ﹤0.01% 1729
2025
Q4 		$36.6K Sell
2,096
-129
-6% -$2.14K ﹤0.01% 1812
2025
Q3 		$36.5K Buy
2,225
+22
+1% +$381 ﹤0.01% 1745
2025
Q2 		$39K Buy
2,203
+191
+9% +$3.58K ﹤0.01% 1635
2025
Q1 		$42.7K Sell
2,012
-5
-0.2% -$101 ﹤0.01% 1485
2024
Q4 		$40K Buy
2,017
+18
+0.9% +$367 ﹤0.01% 1481
2024
Q3 		$41K Buy
+1,999
New +$39.4K ﹤0.01% 1334
2024
Q2 		– Sell
-1
Closed -$16 – 2176
2024
Q1 		$16 Sell
1
-29
-97% -$443 ﹤0.01% 1889
2023
Q4 		$459 Buy
+30
New +$416 ﹤0.01% 1683
2023
Q2 		– Sell
-18,070
Closed -$290K – 1621
2023
Q1 		$290K Buy
18,070
+5,464
+43% +$95.8K ﹤0.01% 782
2022
Q4 		$213K Sell
12,606
-13,571
-52% -$230K ﹤0.01% 812
2022
Q3 		$438K Buy
26,177
+2,183
+9% +$44.2K ﹤0.01% 671
2022
Q2 		$497K Buy
23,994
+22,104
+1,170% +$532K ﹤0.01% 631
2022
Q1 		$50K Buy
+1,890
New +$46.4K ﹤0.01% 921
2018
Q1 		– Sell
-52
Closed -$1K – 1685
2017
Q4 		$1K Buy
+52
New +$536 ﹤0.01% 1631

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

AssetMark Inc's IRT Position: Q1 2026 in Review

AssetMark Inc increased its Independence Realty Trust (IRT) stake by 73% in Q1 2026, buying an estimated $25.2K and bringing the position to 3,630 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

AssetMark Inc first reported a position in IRT in Q4 2017 and has held it in 15 quarters since. The position peaked at $497K in Q2 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • AssetMark Inc held 3,630 shares of Independence Realty Trust worth $54.1K as of Q1 2026.
  • AssetMark Inc bought 1,534 Independence Realty Trust shares in Q1 2026, an estimated $25.2K.
  • Independence Realty Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1729 holding.
  • AssetMark Inc first reported a position in Independence Realty Trust in Q4 2017 and has held it in 15 quarters since.
  • AssetMark Inc's Independence Realty Trust position peaked at $497K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.