Avantax Advisory Services’s Independence Realty Trust IRT Stock Holding History

Avantax Advisory Services’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 Q2	$216K	Sell	12,217 -486	-4%	-$9.12K	﹤0.01%	2152
2025 Q1	$270K	Sell	12,703 -2,951	-19%	-$59.4K	﹤0.01%	1907
2024 Q4	$311K	Buy	15,654 +1,846	+13%	+$37.7K	﹤0.01%	1756
2024 Q3	$283K	Sell	13,808 -185	-1%	-$3.64K	﹤0.01%	1799
2024 Q2	$262K	Buy	13,993 +2,309	+20%	+$38.6K	﹤0.01%	1786
2024 Q1	$188K	Buy	+11,684	New	+$179K	﹤0.01%	1548
2022 Q3	–	Sell	-10,892	Closed	-$226K	–	1360
2022 Q2	$226K	Sell	10,892 -4,050	-27%	-$97.5K	﹤0.01%	1152
2022 Q1	$396K	Buy	14,942 +7,198	+93%	+$177K	0.01%	881
2021 Q4	$200K	Buy	+7,744	New	+$183K	﹤0.01%	1175

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Avantax Advisory Services's IRT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Independence Realty Trust (IRT) stake by 3.8% in Q2 2025, selling an estimated $9.12K and leaving 12,217 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2152.

Avantax Advisory Services first reported a position in IRT in Q4 2021 and has held it in 9 quarters since. The position peaked at $396K in Q1 2022. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

Avantax Advisory Services held 12,217 shares of Independence Realty Trust worth $216K as of Q2 2025.
Avantax Advisory Services sold 486 Independence Realty Trust shares in Q2 2025, an estimated $9.12K.
Independence Realty Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2152 holding.
Avantax Advisory Services first reported a position in Independence Realty Trust in Q4 2021 and has held it in 9 quarters since.
Avantax Advisory Services's Independence Realty Trust position peaked at $396K in Q1 2022.
397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.