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 Q2	$429K	Hold	26,222	–	–	0.14%	97
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's IRT Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its Independence Realty Trust (IRT) position steady in Q2 2026 at 26,222 shares worth $429K. The position accounts for 0.14% of the portfolio, ranked #97.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IRT in Q1 2025 and has held it in 6 quarters since. The position peaked at $458K in Q4 2025. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 26,222 shares of Independence Realty Trust worth $429K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management left its Independence Realty Trust share count unchanged in Q2 2026.
Independence Realty Trust made up 0.14% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #97 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in Independence Realty Trust in Q1 2025 and has held it in 6 quarters since.
Carlton Hofferkamp & Jenks Wealth Management's Independence Realty Trust position peaked at $458K in Q4 2025.
396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.