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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Trust's IRT Position: Q1 2026 in Review

Caldwell Trust held its Independence Realty Trust (IRT) position steady in Q1 2026 at 3,452 shares worth $51.4K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Caldwell Trust first reported a position in IRT in Q4 2019 and has held it in 26 quarters since. The position peaked at $91.3K in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Caldwell Trust held 3,452 shares of Independence Realty Trust worth $51.4K as of Q1 2026.
Caldwell Trust left its Independence Realty Trust share count unchanged in Q1 2026.
Independence Realty Trust made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #486 holding.
Caldwell Trust first reported a position in Independence Realty Trust in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's Independence Realty Trust position peaked at $91.3K in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.