Belpointe Asset Management’s Independence Realty Trust IRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$198K	Sell	13,285 -3,331	-20%	-$54.7K	0.01%	1030
2025 Q4	$290K	Sell	16,616 -45	-0.3%	-$746	0.01%	833
2025 Q3	$273K	Sell	16,661 -5,500	-25%	-$95.3K	0.01%	822
2025 Q2	$392K	Sell	22,161 -1	-0%	-$19	0.02%	669
2025 Q1	$470K	Buy	22,162 +1	+0%	+$20	0.02%	581
2024 Q4	$461K	Hold	22,161	–	–	0.03%	531
2024 Q3	$454K	Hold	22,161	–	–	0.03%	529
2024 Q2	$415K	Sell	22,161 -5	-0%	-$84	0.03%	494
2024 Q1	$358K	Sell	22,166 -706	-3%	-$10.8K	0.03%	527
2023 Q4	$350K	Buy	22,872 +1,655	+8%	+$22.9K	0.03%	475
2023 Q3	$299K	Sell	21,217 -9,059	-30%	-$149K	0.03%	476
2023 Q2	$552K	Sell	30,276 -7,669	-20%	-$131K	0.06%	287
2023 Q1	$608K	Buy	37,945 +2,920	+8%	+$51.2K	0.03%	483
2022 Q4	$591K	Buy	35,025 +2,133	+6%	+$36.1K	0.04%	466
2022 Q3	$550K	Sell	32,892 -6,665	-17%	-$135K	0.04%	465
2022 Q2	$820K	Sell	39,557 -3,852	-9%	-$92.7K	0.06%	348
2022 Q1	$1.15M	Sell	43,409 -47,636	-52%	-$1.17M	0.07%	298
2021 Q4	$2.35M	Buy	+91,045	New	+$2.16M	0.15%	143