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

Bleakley 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
Q2 		$207K Buy
+12,379
New +$200K ﹤0.01% 938
2024
Q4 		– Sell
-10,278
Closed -$211K – 1077
2024
Q3 		$211K Sell
10,278
-2,113
-17% -$41.6K 0.01% 911
2024
Q2 		$232K Sell
12,391
-4,481
-27% -$74.9K 0.01% 840
2024
Q1 		$272K Buy
16,872
+181
+1% +$2.77K 0.01% 788
2023
Q4 		$255K Sell
16,691
-151
-0.9% -$2.09K 0.01% 779
2023
Q3 		$237K Sell
16,842
-1,049
-6% -$17.3K 0.01% 746
2023
Q2 		$326K Buy
+17,891
New +$306K 0.01% 696

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's IRT Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Independence Realty Trust (IRT) in Q2 2026: 12,379 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #938 among its holdings. This is a return to the name: Bleakley Financial Group previously reported a position in IRT as recently as Q3 2024.

Bleakley Financial Group first reported a position in IRT in Q2 2023 and has held it in 7 quarters since. The position peaked at $326K in Q2 2023. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Bleakley Financial Group held 12,379 shares of Independence Realty Trust worth $207K as of Q2 2026.
  • Independence Realty Trust was a new Bleakley Financial Group position in Q2 2026.
  • Independence Realty Trust made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #938 holding.
  • Bleakley Financial Group first reported a position in Independence Realty Trust in Q2 2023 and has held it in 7 quarters since.
  • Bleakley Financial Group's Independence Realty Trust position peaked at $326K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.