Carderock Capital Management’s Independence Realty Trust IRT Stock Holding History

Carderock Capital 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 Q3	–	Sell	-9,000	Closed	-$159K	–	94
2025 Q2	$159K	Buy	+9,000	New	+$169K	0.04%	81
2023 Q2	–	Sell	-9,700	Closed	-$155K	–	84
2023 Q1	$155K	Buy	+9,700	New	+$170K	0.05%	65
2022 Q3	–	Sell	-9,900	Closed	-$205K	–	68
2022 Q2	$205K	Sell	9,900 -50	-0.5%	-$1.2K	0.09%	66
2022 Q1	$263K	Sell	9,950 -175	-2%	-$4.29K	0.08%	67
2021 Q4	$262K	Buy	+10,125	New	+$240K	0.06%	73

Other funds holding IRT

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

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

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

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carderock Capital Management's IRT Position: Q3 2025 in Review

Carderock Capital Management sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 9,000 shares — an estimated $159K sold.

Carderock Capital Management first reported a position in IRT in Q4 2021 and held it in 5 quarters. The position peaked at $263K in Q1 2022. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

Carderock Capital Management reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
Carderock Capital Management sold 9,000 Independence Realty Trust shares in Q3 2025, an estimated $159K.
Carderock Capital Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 5 quarters.
Carderock Capital Management's Independence Realty Trust position peaked at $263K in Q1 2022.
384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.