Beacon Capital Management LLC (Tennessee)’s Independence Realty Trust IRT Stock Holding History

Beacon Capital Management LLC (Tennessee)’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 Q3	–	Sell	-1,041	Closed	-$18.4K	–	566
2025 Q2	$18.4K	Buy	1,041 +2	+0.2%	+$38	﹤0.01%	516
2025 Q1	$22K	Buy	1,039 +3	+0.3%	+$60	﹤0.01%	465
2024 Q4	$20.6K	Buy	1,036 +5	+0.5%	+$102	﹤0.01%	469
2024 Q3	$21.1K	Buy	1,031 +6	+0.6%	+$118	﹤0.01%	481
2024 Q2	$19.2K	Buy	1,025 +7	+0.7%	+$117	﹤0.01%	453
2024 Q1	$16.4K	Buy	1,018 +16	+2%	+$245	﹤0.01%	488
2023 Q4	$14.1K	Sell	1,002 -218	-18%	-$3.02K	﹤0.01%	442
2023 Q3	$22.2K	Hold	1,220	–	–	0.01%	391
2023 Q2	$22.2K	Buy	1,220 +6	+0.5%	+$102	0.01%	391
2023 Q1	$19.5K	Buy	1,214 +6	+0.5%	+$105	0.01%	365
2022 Q4	$20.4K	Buy	1,208 +534	+79%	+$9.03K	0.01%	370
2022 Q3	$14K	Buy	674 +3	+0.4%	+$61	﹤0.01%	413
2022 Q2	$18K	Hold	671	–	–	﹤0.01%	419
2022 Q1	$18K	Buy	+671	New	+$16.5K	﹤0.01%	419

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IRT Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 1,041 shares — an estimated $18.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IRT in Q1 2022 and held it in 14 quarters. The position peaked at $22.2K in Q3 2023. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,041 Independence Realty Trust shares in Q3 2025, an estimated $18.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in Independence Realty Trust in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Independence Realty Trust position peaked at $22.2K in Q3 2023.
384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.