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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Basepoint Wealth's IRT Position: Q1 2026 in Review

Basepoint Wealth increased its Independence Realty Trust (IRT) stake by 1% in Q1 2026, buying an estimated $821 and bringing the position to 5,050 shares worth $75.2K. The position accounts for 0.04% of the portfolio, ranked #171.

Basepoint Wealth first reported a position in IRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $87.4K in Q4 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Basepoint Wealth held 5,050 shares of Independence Realty Trust worth $75.2K as of Q1 2026.
  • Basepoint Wealth bought 50 Independence Realty Trust shares in Q1 2026, an estimated $821.
  • Independence Realty Trust made up 0.04% of Basepoint Wealth's portfolio in Q1 2026, its #171 holding.
  • Basepoint Wealth first reported a position in Independence Realty Trust in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Independence Realty Trust position peaked at $87.4K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.