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
Q3 		$189K Buy
13,030
+9,158
+237% +$149K ﹤0.01% 1477
2026
Q2 		$64.6K Buy
3,872
+242
+7% +$3.92K ﹤0.01% 1749
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AssetMark Inc's IRT Position: Q3 2026 in Review

AssetMark Inc increased its Independence Realty Trust (IRT) stake by 237% in Q3 2026, buying an estimated $149K and bringing the position to 13,030 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

AssetMark Inc first reported a position in IRT in Q4 2017 and has held it in 17 quarters since. The position peaked at $497K in Q2 2022. 184 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • AssetMark Inc held 13,030 shares of Independence Realty Trust worth $189K as of Q3 2026.
  • AssetMark Inc bought 9,158 Independence Realty Trust shares in Q3 2026, an estimated $149K.
  • Independence Realty Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1477 holding.
  • AssetMark Inc first reported a position in Independence Realty Trust in Q4 2017 and has held it in 17 quarters since.
  • AssetMark Inc's Independence Realty Trust position peaked at $497K in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.