Bard Associates’s Independence Realty Trust IRT Stock Holding History

Bard Associates’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	$410K	Sell	27,232 -264	-1%	-$4.34K	0.1%	94
2025 Q4	$485K	Sell	27,496 -45,160	-62%	-$749K	0.12%	96
2025 Q3	$1.2M	Sell	72,656 -60,809	-46%	-$1.05M	0.32%	85
2025 Q2	$2.37M	Sell	133,465 -100	-0.1%	-$1.88K	0.76%	46
2025 Q1	$2.85M	Sell	133,565 -386	-0.3%	-$7.77K	1.06%	32
2024 Q4	$2.68M	Sell	133,951 -85	-0.1%	-$1.74K	0.91%	37
2024 Q3	$2.77M	Sell	134,036 -1,000	-0.7%	-$19.7K	0.94%	38
2024 Q2	$2.55M	Sell	135,036 -1,350	-1%	-$22.6K	0.98%	32
2024 Q1	$2.22M	Sell	136,386 -890	-0.6%	-$13.6K	0.8%	45
2023 Q4	$2.12M	Sell	137,276 -650	-0.5%	-$9K	0.81%	50
2023 Q3	$1.96M	Hold	137,926	–	–	0.81%	48
2023 Q2	$2.53M	Sell	137,926 -1,300	-0.9%	-$22.2K	0.98%	37
2023 Q1	$2.25M	Sell	139,226 -1,500	-1%	-$26.3K	0.93%	42
2022 Q4	$2.39M	Sell	140,726 -2,500	-2%	-$42.3K	1.03%	35
2022 Q3	$2.42M	Sell	143,226 -425	-0.3%	-$8.6K	1.09%	30
2022 Q2	$3M	Buy	143,651 +300	+0.2%	+$7.22K	1.28%	23
2022 Q1	$3.79M	Sell	143,351 -600	-0.4%	-$14.7K	1.34%	17
2021 Q4	$3.72M	Sell	143,951 -3,925	-3%	-$92.9K	1.22%	20
2021 Q3	$3.01M	Sell	147,876 -1,150	-0.8%	-$22.9K	1.02%	30
2021 Q2	$2.72M	Sell	149,026 -1,800	-1%	-$30.5K	0.89%	40
2021 Q1	$2.29M	Hold	150,826	–	–	0.83%	46
2020 Q4	$2.03M	Sell	150,826 -75	-0%	-$959	0.8%	43
2020 Q3	$1.75M	Sell	150,901 -3,300	-2%	-$37.8K	0.93%	39
2020 Q2	$1.77M	Sell	154,201 -3,300	-2%	-$32.9K	0.98%	36
2020 Q1	$1.41M	Sell	157,501 -800	-0.5%	-$10.8K	1.04%	30
2019 Q4	$2.23M	Sell	158,301 -5,250	-3%	-$76.5K	1.13%	23
2019 Q3	$2.34M	Sell	163,551 -13,900	-8%	-$183K	1.19%	21
2019 Q2	$2.05M	Sell	177,451 -550	-0.3%	-$6.04K	1.02%	27
2019 Q1	$1.92M	Sell	178,001 -1,475	-0.8%	-$15.2K	0.97%	33
2018 Q4	$1.65M	Buy	179,476 +926	+0.5%	+$9.14K	0.95%	33
2018 Q3	$1.88M	Sell	178,550 -100	-0.1%	-$1.02K	0.87%	32
2018 Q2	$1.84M	Sell	178,650 -6,450	-3%	-$62.1K	0.85%	35
2018 Q1	$1.7M	Sell	185,100 -3,025	-2%	-$27.4K	0.85%	37
2017 Q4	$1.9M	Sell	188,125 -1,600	-0.8%	-$16.5K	0.91%	33
2017 Q3	$1.93M	Hold	189,725	–	–	0.9%	32
2017 Q2	$1.87M	Buy	189,725 +1,000	+0.5%	+$9.5K	0.85%	37
2017 Q1	$1.77M	Sell	188,725 -8,350	-4%	-$76.2K	0.82%	39
2016 Q4	$1.76M	Sell	197,075 -4,500	-2%	-$38.9K	0.82%	42
2016 Q3	$1.81M	Sell	201,575 -400	-0.2%	-$3.73K	0.89%	41
2016 Q2	$1.65M	Sell	201,975 -6,300	-3%	-$47.1K	0.88%	44
2016 Q1	$1.48M	Buy	208,275 +1,700	+0.8%	+$11.4K	0.85%	39
2015 Q4	$1.55M	Sell	206,575 -6,150	-3%	-$46.8K	0.91%	36
2015 Q3	$1.53M	Sell	212,725 -3,100	-1%	-$23.7K	0.88%	40
2015 Q2	$1.63M	Sell	215,825 -6,600	-3%	-$58.1K	0.81%	49
2015 Q1	$2.11M	Sell	222,425 -5,200	-2%	-$49K	1.01%	31
2014 Q4	$2.12M	Sell	227,625 -400	-0.2%	-$3.81K	0.99%	33
2014 Q3	$2.21M	Buy	228,025 +72,425	+47%	+$723K	1.03%	27
2014 Q2	$1.47M	Hold	155,600	–	–	0.58%	69
2014 Q1	$1.39M	Sell	155,600 -1,500	-1%	-$12.9K	0.59%	65
2013 Q4	$1.31M	Sell	157,100 -700	-0.4%	-$5.93K	0.54%	67
2013 Q3	$1.3M	Buy	+157,800	New	+$1.31M	0.58%	61

Other funds holding IRT

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bard Associates's IRT Position: Q1 2026 in Review

Bard Associates reduced its Independence Realty Trust (IRT) stake by 0.96% in Q1 2026, selling an estimated $4.34K and leaving 27,232 shares worth $410K. The position accounts for 0.1% of the portfolio, ranked #94.

Bard Associates first reported a position in IRT in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.79M in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Bard Associates held 27,232 shares of Independence Realty Trust worth $410K as of Q1 2026.
Bard Associates sold 264 Independence Realty Trust shares in Q1 2026, an estimated $4.34K.
Independence Realty Trust made up 0.1% of Bard Associates's portfolio in Q1 2026, its #94 holding.
Bard Associates first reported a position in Independence Realty Trust in Q3 2013 and has held it in 51 quarters since.
Bard Associates's Independence Realty Trust position peaked at $3.79M in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.