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Berger Financial Group’s Independence Realty Trust IRT Stock Holding History

Berger Financial Group’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
Q1 		$2.12M Sell
142,632
-91,213
-39% -$1.5M 0.12% 136
2025
Q4 		$4.09M Sell
233,845
-25,165
-10% -$417K 0.24% 94
2025
Q3 		$4.25M Sell
259,010
-21,527
-8% -$373K 0.25% 90
2025
Q2 		$4.96M Sell
280,537
-10,026
-3% -$188K 0.32% 81
2025
Q1 		$6.17M Sell
290,563
-3,562
-1% -$71.7K 0.43% 54
2024
Q4 		$5.84M Sell
294,125
-2,705
-0.9% -$55.2K 0.4% 59
2024
Q3 		$6.09M Sell
296,830
-1,839
-0.6% -$36.2K 0.44% 51
2024
Q2 		$5.6M Sell
298,669
-6,511
-2% -$109K 0.45% 51
2024
Q1 		$4.92M Sell
305,180
-11,426
-4% -$175K 0.41% 72
2023
Q4 		$4.84M Sell
316,606
-43,091
-12% -$597K 0.5% 59
2023
Q3 		$5.06M Sell
359,697
-13,091
-4% -$216K 0.58% 43
2023
Q2 		$6.79M Sell
372,788
-43,306
-10% -$740K 0.77% 31
2023
Q1 		$6.67M Sell
416,094
-10,157
-2% -$178K 0.8% 29
2022
Q4 		$7.19M Sell
426,251
-38,626
-8% -$653K 0.95% 24
2022
Q3 		$7.78M Sell
464,877
-32,928
-7% -$666K 1.14% 20
2022
Q2 		$10.3M Sell
497,805
-31,745
-6% -$764K 1.51% 15
2022
Q1 		$14M Sell
529,550
-31,820
-6% -$781K 1.78% 12
2021
Q4 		$14.5M Buy
+561,370
New +$13.3M 1.92% 10

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's IRT Position: Q1 2026 in Review

Berger Financial Group reduced its Independence Realty Trust (IRT) stake by 39% in Q1 2026, selling an estimated $1.5M and leaving 142,632 shares worth $2.12M. The position accounts for 0.12% of the portfolio, ranked #136.

Berger Financial Group first reported a position in IRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $14.5M in Q4 2021. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Berger Financial Group held 142,632 shares of Independence Realty Trust worth $2.12M as of Q1 2026.
  • Berger Financial Group sold 91,213 Independence Realty Trust shares in Q1 2026, an estimated $1.5M.
  • Independence Realty Trust made up 0.12% of Berger Financial Group's portfolio in Q1 2026, its #136 holding.
  • Berger Financial Group first reported a position in Independence Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • Berger Financial Group's Independence Realty Trust position peaked at $14.5M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.