Avondale Wealth Management’s Independence Realty Trust IRT Stock Holding History

Avondale Wealth Management’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	-5,000	Closed	-$88.5K	–	91
2025 Q2	$88.5K	Hold	5,000	–	–	0.05%	78
2025 Q1	$106K	Hold	5,000	–	–	0.07%	63
2024 Q4	$99.2K	Hold	5,000	–	–	0.06%	64
2024 Q3	$103K	Sell	5,000 -3,759	-43%	-$74K	0.07%	60
2024 Q2	$164K	Hold	8,759	–	–	0.11%	51
2024 Q1	$141K	Hold	8,759	–	–	0.1%	52
2023 Q4	$134K	Sell	8,759 -2,097	-19%	-$29K	0.11%	51
2023 Q3	$153K	Sell	10,856 -8,193	-43%	-$135K	0.13%	50
2023 Q2	$347K	Sell	19,049 -8,193	-30%	-$140K	0.29%	33
2023 Q1	$437K	Buy	27,242 +21,386	+365%	+$375K	0.38%	30
2022 Q4	$98.7K	Sell	5,856 -3,000	-34%	-$50.7K	0.09%	50
2022 Q3	$148K	Buy	8,856 +5,456	+160%	+$110K	0.16%	41
2022 Q2	$70K	Buy	+3,400	New	+$81.8K	0.08%	56

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Avondale Wealth Management's IRT Position: Q3 2025 in Review

Avondale Wealth Management sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 5,000 shares — an estimated $88.5K sold.

Avondale Wealth Management first reported a position in IRT in Q2 2022 and held it in 13 quarters. The position peaked at $437K in Q1 2023. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

Avondale Wealth Management reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 5,000 Independence Realty Trust shares in Q3 2025, an estimated $88.5K.
Avondale Wealth Management first reported a position in Independence Realty Trust in Q2 2022 and held it in 13 quarters.
Avondale Wealth Management's Independence Realty Trust position peaked at $437K in Q1 2023.
384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.