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Benjamin Edwards Inc’s Independence Realty Trust IRT Stock Holding History

Benjamin Edwards Inc’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
Q4 		– Sell
-22,443
Closed -$368K – 1345
2025
Q3 		$368K Buy
22,443
+3,372
+18% +$58.4K ﹤0.01% 1027
2025
Q2 		$337K Sell
19,071
-642
-3% -$12K ﹤0.01% 964
2025
Q1 		$419K Sell
19,713
-677
-3% -$13.6K 0.01% 838
2024
Q4 		$404K Buy
20,390
+1,269
+7% +$25.9K 0.01% 894
2024
Q3 		$392K Buy
+19,121
New +$377K 0.01% 878

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 $3.38T AUM 44.17% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Benjamin Edwards Inc's IRT Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 22,443 shares — an estimated $368K sold.

Benjamin Edwards Inc first reported a position in IRT in Q3 2024 and held it in 5 quarters. The position peaked at $419K in Q1 2025. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

  • Benjamin Edwards Inc reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 22,443 Independence Realty Trust shares in Q4 2025, an estimated $368K.
  • Benjamin Edwards Inc first reported a position in Independence Realty Trust in Q3 2024 and held it in 5 quarters.
  • Benjamin Edwards Inc's Independence Realty Trust position peaked at $419K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.