CAPTRUST Financial Advisors
IRT icon

CAPTRUST Financial Advisors’s Independence Realty Trust IRT Stock Holding History

CAPTRUST Financial Advisors’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 		$238K Buy
15,954
+1,709
+12% +$28.1K ﹤0.01% 2569
2025
Q4 		$249K Sell
14,245
-2,718
-16% -$45.1K ﹤0.01% 2377
2025
Q3 		$278K Buy
16,963
+739
+5% +$12.8K ﹤0.01% 2219
2025
Q2 		$287K Sell
16,224
-1,147
-7% -$21.5K ﹤0.01% 2085
2025
Q1 		$369K Buy
17,371
+3,492
+25% +$70.3K ﹤0.01% 1825
2024
Q4 		$275K Sell
13,879
-1,071
-7% -$21.9K ﹤0.01% 1966
2024
Q3 		$306K Buy
+14,950
New +$294K ﹤0.01% 1870
2024
Q1 		– Sell
-21,057
Closed -$322K – 2400
2023
Q4 		$322K Buy
21,057
+887
+4% +$12.3K ﹤0.01% 2064
2023
Q3 		$284K Sell
20,170
-418
-2% -$6.9K ﹤0.01% 2027
2023
Q2 		$375K Buy
+20,588
New +$352K ﹤0.01% 1816
2022
Q4 		– Sell
-10,372
Closed -$174K – 2122
2022
Q3 		$174K Buy
+10,372
New +$210K ﹤0.01% 1853

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's IRT Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Independence Realty Trust (IRT) stake by 12% in Q1 2026, buying an estimated $28.1K and bringing the position to 15,954 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

CAPTRUST Financial Advisors first reported a position in IRT in Q3 2022 and has held it in 11 quarters since. The position peaked at $375K in Q2 2023. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • CAPTRUST Financial Advisors held 15,954 shares of Independence Realty Trust worth $238K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 1,709 Independence Realty Trust shares in Q1 2026, an estimated $28.1K.
  • Independence Realty Trust made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2569 holding.
  • CAPTRUST Financial Advisors first reported a position in Independence Realty Trust in Q3 2022 and has held it in 11 quarters since.
  • CAPTRUST Financial Advisors's Independence Realty Trust position peaked at $375K in Q2 2023.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.