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Atlantic Union Bankshares’s Independence Realty Trust IRT Stock Holding History

Atlantic Union Bankshares’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 		$851K Sell
57,182
-750
-1% -$12.3K 0.02% 399
2025
Q4 		$1.01M Sell
57,932
-1,031
-2% -$17.1K 0.02% 374
2025
Q3 		$966K Buy
58,963
+2,982
+5% +$51.7K 0.02% 379
2025
Q2 		$990K Sell
55,981
-3,200
-5% -$60.1K 0.02% 315
2025
Q1 		$1.26M Buy
59,181
+156
+0.3% +$3.14K 0.08% 166
2024
Q4 		$1.17M Sell
59,025
-400
-0.7% -$8.17K 0.07% 181
2024
Q3 		$1.22M Sell
59,425
-700
-1% -$13.8K 0.07% 184
2024
Q2 		$1.13M Sell
60,125
-300
-0.5% -$5.01K 0.07% 187
2024
Q1 		$975K Sell
60,425
-1,200
-2% -$18.3K 0.08% 174
2023
Q4 		$943K Sell
61,625
-4,500
-7% -$62.3K 0.09% 178
2023
Q3 		$930K Sell
66,125
-2,430
-4% -$40.1K 0.1% 171
2023
Q2 		$1.25M Sell
68,555
-2,650
-4% -$45.3K 0.12% 150
2023
Q1 		$1.14M Sell
71,205
-4,070
-5% -$71.3K 0.12% 135
2022
Q4 		$1.27M Sell
75,275
-1,525
-2% -$25.8K 0.14% 128
2022
Q3 		$1.28M Sell
76,800
-600
-0.8% -$12.1K 0.15% 116
2022
Q2 		$1.6M Sell
77,400
-5,270
-6% -$127K 0.16% 110
2022
Q1 		$2.19M Sell
82,670
-19,492
-19% -$478K 0.19% 107
2021
Q4 		$2.64M Sell
102,162
-13,875
-12% -$329K 0.22% 99
2021
Q3 		$2.36M Sell
116,037
-25,050
-18% -$498K 0.22% 93
2021
Q2 		$2.57M Sell
141,087
-8,830
-6% -$150K 0.25% 92
2021
Q1 		$2.28M Sell
149,917
-6,533
-4% -$92.7K 0.23% 94
2020
Q4 		$2.1M Sell
156,450
-18,200
-10% -$233K 0.22% 95
2020
Q3 		$2.02M Sell
174,650
-9,850
-5% -$113K 0.24% 90
2020
Q2 		$2.12M Sell
184,500
-9,000
-5% -$89.8K 0.26% 87
2020
Q1 		$1.73M Sell
193,500
-9,050
-4% -$122K 0.25% 94
2019
Q4 		$2.85M Sell
202,550
-9,000
-4% -$131K 0.37% 83
2019
Q3 		$3.03M Sell
211,550
-8,450
-4% -$111K 0.41% 72
2019
Q2 		$2.54M Buy
+220,000
New +$2.41M 0.34% 87

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

Atlantic Union Bankshares's IRT Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Independence Realty Trust (IRT) stake by 1.3% in Q1 2026, selling an estimated $12.3K and leaving 57,182 shares worth $851K. The position accounts for 0.02% of the portfolio, ranked #399.

Atlantic Union Bankshares first reported a position in IRT in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.03M in Q3 2019. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Atlantic Union Bankshares held 57,182 shares of Independence Realty Trust worth $851K as of Q1 2026.
  • Atlantic Union Bankshares sold 750 Independence Realty Trust shares in Q1 2026, an estimated $12.3K.
  • Independence Realty Trust made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #399 holding.
  • Atlantic Union Bankshares first reported a position in Independence Realty Trust in Q2 2019 and has held it in 28 quarters since.
  • Atlantic Union Bankshares's Independence Realty Trust position peaked at $3.03M in Q3 2019.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.