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Carlton Hofferkamp & Jenks Wealth Management’s Independence Realty Trust IRT Stock Holding History

Carlton Hofferkamp & Jenks 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
2026
Q1 		$415K Hold
26,222
– – 0.14% 95
2025
Q4 		$458K Hold
26,222
– – 0.15% 96
2025
Q3 		$424K Buy
26,222
+13,111
+100% +$227K 0.14% 100
2025
Q2 		$225K Hold
13,111
– – 0.08% 129
2025
Q1 		$247K Buy
+13,111
New +$264K 0.1% 121

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

Carlton Hofferkamp & Jenks Wealth Management's IRT Position: Q1 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its Independence Realty Trust (IRT) position steady in Q1 2026 at 26,222 shares worth $415K. The position accounts for 0.14% of the portfolio, ranked #95.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IRT in Q1 2025 and has held it in 5 quarters since. The position peaked at $458K in Q4 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 26,222 shares of Independence Realty Trust worth $415K as of Q1 2026.
  • Carlton Hofferkamp & Jenks Wealth Management left its Independence Realty Trust share count unchanged in Q1 2026.
  • Independence Realty Trust made up 0.14% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Independence Realty Trust in Q1 2025 and has held it in 5 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's Independence Realty Trust position peaked at $458K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.