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Briaud Financial Planning’s Independence Realty Trust IRT Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-987
Closed -$17K – 188
2025
Q2 		$17K Buy
+987
New +$18.5K 0.01% 195

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
LPC
Long Pond Capital New York $1.04B AUM 2.38% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Briaud Financial Planning's IRT Position: Q3 2025 in Review

Briaud Financial Planning sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 987 shares — an estimated $17K sold.

Briaud Financial Planning first reported a position in IRT in Q2 2025 and held it in 1 quarter. The position peaked at $17K in Q2 2025. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

  • Briaud Financial Planning reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 987 Independence Realty Trust shares in Q3 2025, an estimated $17K.
  • Briaud Financial Planning first reported a position in Independence Realty Trust in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's Independence Realty Trust position peaked at $17K in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.