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

Belpointe Asset Management’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 		$224K Buy
13,450
+165
+1% +$2.67K 0.01% 1021
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

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

Belpointe Asset Management's IRT Position: Q2 2026 in Review

Belpointe Asset Management increased its Independence Realty Trust (IRT) stake by 1.2% in Q2 2026, buying an estimated $2.67K and bringing the position to 13,450 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #1021.

Belpointe Asset Management first reported a position in IRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q4 2021. 394 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Belpointe Asset Management held 13,450 shares of Independence Realty Trust worth $224K as of Q2 2026.
  • Belpointe Asset Management bought 165 Independence Realty Trust shares in Q2 2026, an estimated $2.67K.
  • Independence Realty Trust made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1021 holding.
  • Belpointe Asset Management first reported a position in Independence Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Belpointe Asset Management's Independence Realty Trust position peaked at $2.35M in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.