Caldwell Trust’s Independence Realty Trust IRT Stock Holding History

Caldwell Trust’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	$57.6K	Hold	3,452	–	–	﹤0.01%	479
2026 Q1	$51.4K	Hold	3,452	–	–	﹤0.01%	486
2025 Q4	$60.3K	Hold	3,452	–	–	0.01%	457
2025 Q3	$56.6K	Hold	3,452	–	–	0.01%	455
2025 Q2	$61.1K	Hold	3,452	–	–	0.01%	439
2025 Q1	$73.3K	Hold	3,452	–	–	0.01%	409
2024 Q4	$68.5K	Hold	3,452	–	–	0.01%	426
2024 Q3	$70.8K	Hold	3,452	–	–	0.01%	420
2024 Q2	$64.7K	Hold	3,452	–	–	0.01%	425
2024 Q1	$55.7K	Hold	3,452	–	–	0.01%	447
2023 Q4	$52.8K	Hold	3,452	–	–	0.01%	443
2023 Q3	$48.6K	Hold	3,452	–	–	0.01%	443
2023 Q2	$62.9K	Hold	3,452	–	–	0.01%	416
2023 Q1	$55.3K	Hold	3,452	–	–	0.01%	424
2022 Q4	$58.2K	Hold	3,452	–	–	0.01%	402
2022 Q3	$57.8K	Hold	3,452	–	–	0.01%	408
2022 Q2	$71.6K	Hold	3,452	–	–	0.01%	392
2022 Q1	$91.3K	Hold	3,452	–	–	0.01%	377
2021 Q4	$89.2K	Hold	3,452	–	–	0.01%	380
2021 Q3	$70.2K	Hold	3,452	–	–	0.01%	401
2021 Q2	$62.9K	Hold	3,452	–	–	0.01%	415
2021 Q1	$52.5K	Hold	3,452	–	–	0.01%	427
2020 Q4	$46.4K	Hold	3,452	–	–	0.01%	427
2020 Q3	$40K	Hold	3,452	–	–	0.01%	434
2020 Q2	$39.7K	Hold	3,452	–	–	0.01%	443
2020 Q1	$30.9K	Hold	3,452	–	–	0.01%	478
2019 Q4	$48.6K	Buy	+3,452	New	+$50.3K	0.01%	464

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's IRT Position: Q2 2026 in Review

Caldwell Trust held its Independence Realty Trust (IRT) position steady in Q2 2026 at 3,452 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Caldwell Trust first reported a position in IRT in Q4 2019 and has held it in 27 quarters since. The position peaked at $91.3K in Q1 2022. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Caldwell Trust held 3,452 shares of Independence Realty Trust worth $57.6K as of Q2 2026.
Caldwell Trust left its Independence Realty Trust share count unchanged in Q2 2026.
Independence Realty Trust made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #479 holding.
Caldwell Trust first reported a position in Independence Realty Trust in Q4 2019 and has held it in 27 quarters since.
Caldwell Trust's Independence Realty Trust position peaked at $91.3K in Q1 2022.
395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.