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Basepoint Wealth’s Independence Realty Trust IRT Stock Holding History

Basepoint Wealth’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 		$85.2K Buy
5,105
+55
+1% +$890 0.05% 168
2026
Q1 		$75.2K Buy
5,050
+50
+1% +$821 0.04% 171
2025
Q4 		$87.4K Buy
+5,000
New +$82.9K 0.05% 155

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Basepoint Wealth's IRT Position: Q2 2026 in Review

Basepoint Wealth increased its Independence Realty Trust (IRT) stake by 1.1% in Q2 2026, buying an estimated $890 and bringing the position to 5,105 shares worth $85.2K. The position accounts for 0.05% of the portfolio, ranked #168.

Basepoint Wealth first reported a position in IRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $87.4K in Q4 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Basepoint Wealth held 5,105 shares of Independence Realty Trust worth $85.2K as of Q2 2026.
  • Basepoint Wealth bought 55 Independence Realty Trust shares in Q2 2026, an estimated $890.
  • Independence Realty Trust made up 0.05% of Basepoint Wealth's portfolio in Q2 2026, its #168 holding.
  • Basepoint Wealth first reported a position in Independence Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Independence Realty Trust position peaked at $87.4K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.