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B. Riley Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-11,602
Closed -$172K – 974
2026
Q1 		$172K Sell
11,602
-16,996
-59% -$279K 0.01% 740
2025
Q4 		$500K Sell
28,598
-1,657
-5% -$27.5K 0.02% 519
2025
Q3 		$496K Sell
30,255
-1,246
-4% -$21.6K 0.02% 531
2025
Q2 		$557K Buy
+31,501
New +$591K 0.03% 496
2024
Q4 		$666K Sell
33,321
-4,343
-12% -$88.7K 0.02% 588
2024
Q3 		$772K Sell
37,664
-584
-2% -$11.5K 0.02% 573
2024
Q2 		$723K Sell
38,248
-4,058
-10% -$67.8K 0.02% 657
2024
Q1 		$602K Sell
42,306
-24,238
-36% -$370K 0.02% 709
2023
Q4 		$1.02M Buy
66,544
+24,238
+57% +$336K 0.03% 516
2023
Q3 		$602K Sell
42,306
-23,571
-36% -$389K 0.02% 709
2023
Q2 		$1.21M Buy
65,877
+844
+1% +$14.4K 0.03% 504
2023
Q1 		$1.05M Sell
65,033
-198
-0.3% -$3.47K 0.03% 527
2022
Q4 		$1.11M Buy
65,231
+821
+1% +$13.9K 0.03% 501
2022
Q3 		$1.08M Buy
64,410
+7,818
+14% +$158K 0.03% 482
2022
Q2 		$1.17M Sell
56,592
-2,519
-4% -$60.6K 0.05% 366
2022
Q1 		$1.56M Sell
59,111
-35,355
-37% -$868K 0.05% 351
2021
Q4 		$2.44M Buy
+94,466
New +$2.24M 0.07% 305
2015
Q1 		– Sell
-3,000
Closed -$28 – 1261
2014
Q4 		$28 Buy
+3,000
New +$28.5K ﹤0.01% 2396

Other funds holding IRT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

B. Riley Wealth Advisors's IRT Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Independence Realty Trust (IRT) in Q2 2026, closing a stake of 11,602 shares — an estimated $172K sold.

B. Riley Wealth Advisors first reported a position in IRT in Q4 2014 and held it in 18 quarters. The position peaked at $2.44M in Q4 2021. 42 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Independence Realty Trust position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,602 Independence Realty Trust shares in Q2 2026, an estimated $172K.
  • B. Riley Wealth Advisors first reported a position in Independence Realty Trust in Q4 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Independence Realty Trust position peaked at $2.44M in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.