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Capital A Wealth Management’s Independence Realty Trust IRT Stock Holding History

Capital A Wealth Management’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
Q2 		$2.26K Buy
+148
New +$2.78K 0.03% 312
2025
Q1 		– Sell
-9
Closed -$179 – 821
2024
Q4 		$179 Buy
+9
New +$184 ﹤0.01% 728

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Capital A Wealth Management's IRT Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Independence Realty Trust (IRT) in Q2 2025: 148 shares worth $2.26K. The stake represents 0.03% of the portfolio and ranks #312 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in IRT as recently as Q4 2024.

Capital A Wealth Management first reported a position in IRT in Q4 2024 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

  • Capital A Wealth Management held 148 shares of Independence Realty Trust worth $2.26K as of Q2 2025.
  • Independence Realty Trust was a new Capital A Wealth Management position in Q2 2025.
  • Independence Realty Trust made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #312 holding.
  • Capital A Wealth Management first reported a position in Independence Realty Trust in Q4 2024 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.