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

Axxcess 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
Q2 		– Sell
-10,019
Closed -$213K – 906
2025
Q1 		$213K Sell
10,019
-2,630
-21% -$53K 0.01% 795
2024
Q4 		$251K Sell
12,649
-201
-2% -$4.1K 0.01% 729
2024
Q3 		$263K Buy
+12,850
New +$253K 0.01% 734
2022
Q1 		– Sell
-8,966
Closed -$232K – 674
2021
Q4 		$232K Buy
+8,966
New +$212K 0.02% 546

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
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

Axxcess Wealth Management's IRT Position: Q2 2025 in Review

Axxcess Wealth Management sold out of Independence Realty Trust (IRT) in Q2 2025, closing a stake of 10,019 shares — an estimated $213K sold.

Axxcess Wealth Management first reported a position in IRT in Q4 2021 and held it in 4 quarters. The position peaked at $263K in Q3 2024. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

  • Axxcess Wealth Management reported no remaining Independence Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,019 Independence Realty Trust shares in Q2 2025, an estimated $213K.
  • Axxcess Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 4 quarters.
  • Axxcess Wealth Management's Independence Realty Trust position peaked at $263K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on Axxcess Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.