BA
IRT icon

Bellwether Advisors’s Independence Realty Trust IRT Stock Holding History

Bellwether 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
2025
Q3 		– Sell
-139
Closed -$2.46K – 346
2025
Q2 		$2.46K Hold
139
– – ﹤0.01% 483
2025
Q1 		$2.95K Hold
139
– – ﹤0.01% 412
2024
Q4 		$2.76K Buy
+139
New +$2.84K ﹤0.01% 421
2023
Q2 		– Sell
-2,618
Closed -$42K – 268
2023
Q1 		$42K Buy
2,618
+24
+0.9% +$421 0.01% 200
2022
Q4 		$43.7K Hold
2,594
– – 0.01% 200
2022
Q3 		$43K Hold
2,594
– – 0.01% 171
2022
Q2 		$53K Buy
+2,594
New +$62.4K 0.02% 165
2022
Q1 		– Sell
-2,594
Closed -$67K – 581
2021
Q4 		$67K Buy
+2,594
New +$61.4K 0.02% 179

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bellwether Advisors's IRT Position: Q3 2025 in Review

Bellwether Advisors sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 139 shares — an estimated $2.46K sold.

Bellwether Advisors first reported a position in IRT in Q4 2021 and held it in 8 quarters. The position peaked at $67K in Q4 2021. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

  • Bellwether Advisors reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 139 Independence Realty Trust shares in Q3 2025, an estimated $2.46K.
  • Bellwether Advisors first reported a position in Independence Realty Trust in Q4 2021 and held it in 8 quarters.
  • Bellwether Advisors's Independence Realty Trust position peaked at $67K in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.