Capital Asset Advisory Services’s Independence Realty Trust IRT Stock Holding History

Capital Asset Advisory Services’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	–	Sell	-10,019	Closed	-$214K	–	287
2025 Q1	$214K	Sell	10,019 -2,630	-21%	-$53K	0.01%	270
2024 Q4	$252K	Sell	12,649 -201	-2%	-$4.1K	0.01%	271
2024 Q3	$247K	Buy	+12,850	New	+$253K	0.01%	280
2022 Q3	–	Sell	-14,023	Closed	-$293K	–	525
2022 Q2	$293K	Hold	14,023	–	–	0.03%	316
2022 Q1	$372K	Buy	14,023 +360	+3%	+$8.84K	0.04%	289
2021 Q4	$353K	Buy	+13,663	New	+$323K	0.04%	301

Other funds holding IRT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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 Asset Advisory Services's IRT Position: Q2 2025 in Review

Capital Asset Advisory Services sold out of Independence Realty Trust (IRT) in Q2 2025, closing a stake of 10,019 shares — an estimated $214K sold.

Capital Asset Advisory Services first reported a position in IRT in Q4 2021 and held it in 6 quarters. The position peaked at $372K in Q1 2022. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

Capital Asset Advisory Services reported no remaining Independence Realty Trust position as of Q2 2025 after selling out during the quarter.
Capital Asset Advisory Services sold 10,019 Independence Realty Trust shares in Q2 2025, an estimated $214K.
Capital Asset Advisory Services first reported a position in Independence Realty Trust in Q4 2021 and held it in 6 quarters.
Capital Asset Advisory Services's Independence Realty Trust position peaked at $372K in Q1 2022.
397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on Capital Asset Advisory Services's 13F filing for Q2 2025, filed 7 Jul 2025.