BZWA
IRT icon

Blue Zone Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Blue Zone Wealth Advisors’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 		– Sell
-299,811
Closed -$5.24M – 138
2025
Q4 		$5.24M Buy
299,811
+3,572
+1% +$59.2K 1% 41
2025
Q3 		$4.86M Buy
296,239
+15,338
+5% +$266K 0.97% 48
2025
Q2 		$4.97M Buy
280,901
+14,253
+5% +$267K 1.24% 42
2025
Q1 		$5.66M Buy
266,648
+42,465
+19% +$855K 1.57% 28
2024
Q4 		$4.45M Buy
224,183
+7,756
+4% +$158K 1.28% 33
2024
Q3 		$4.44M Buy
+216,427
New +$4.26M 1.38% 33

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

Blue Zone Wealth Advisors's IRT Position: Q1 2026 in Review

Blue Zone Wealth Advisors sold out of Independence Realty Trust (IRT) in Q1 2026, closing a stake of 299,811 shares — an estimated $5.24M sold.

Blue Zone Wealth Advisors first reported a position in IRT in Q3 2024 and held it in 6 quarters. The position peaked at $5.66M in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Blue Zone Wealth Advisors reported no remaining Independence Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 299,811 Independence Realty Trust shares in Q1 2026, an estimated $5.24M.
  • Blue Zone Wealth Advisors first reported a position in Independence Realty Trust in Q3 2024 and held it in 6 quarters.
  • Blue Zone Wealth Advisors's Independence Realty Trust position peaked at $5.66M in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.