Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Independence Realty Trust IRT Stock Holding History

Carson Wealth (CWM LLC)’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 		$610K Buy
40,945
+1,580
+4% +$26K ﹤0.01% 1875
2025
Q4 		$688K Buy
39,365
+712
+2% +$11.8K ﹤0.01% 1722
2025
Q3 		$634K Sell
38,653
-6,751
-15% -$117K ﹤0.01% 1667
2025
Q2 		$803K Buy
45,404
+136
+0.3% +$2.55K ﹤0.01% 1369
2025
Q1 		$961K Buy
45,268
+3,282
+8% +$66.1K ﹤0.01% 1148
2024
Q4 		$833K Buy
41,986
+967
+2% +$19.7K ﹤0.01% 1179
2024
Q3 		$841K Sell
41,019
-94
-0.2% -$1.85K ﹤0.01% 1132
2024
Q2 		$770K Buy
41,113
+8,183
+25% +$137K ﹤0.01% 1031
2024
Q1 		$531K Sell
32,930
-948
-3% -$14.5K ﹤0.01% 1112
2023
Q4 		$518K Buy
33,878
+2,236
+7% +$31K ﹤0.01% 1050
2023
Q3 		$445K Sell
31,642
-505
-2% -$8.33K ﹤0.01% 1015
2023
Q2 		$586K Sell
32,147
-1,339
-4% -$22.9K ﹤0.01% 887
2023
Q1 		$537K Buy
33,486
+494
+1% +$8.66K ﹤0.01% 874
2022
Q4 		$556K Sell
32,992
-4,383
-12% -$74.1K ﹤0.01% 771
2022
Q3 		$625K Buy
37,375
+1,952
+6% +$39.5K 0.01% 691
2022
Q2 		$734K Sell
35,423
-1,546
-4% -$37.2K 0.01% 639
2022
Q1 		$977K Buy
36,969
+2,914
+9% +$71.5K 0.01% 563
2021
Q4 		$880K Buy
+34,055
New +$806K 0.01% 601
2019
Q1 		– Sell
-3,071
Closed -$28K – 3107
2018
Q4 		$28K Hold
3,071
– – ﹤0.01% 1036
2018
Q3 		$32K Buy
+3,071
New +$31.4K ﹤0.01% 843

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Independence Realty Trust (IRT) stake by 4% in Q1 2026, buying an estimated $26K and bringing the position to 40,945 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Carson Wealth (CWM LLC) first reported a position in IRT in Q3 2018 and has held it in 20 quarters since. The position peaked at $977K in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 40,945 shares of Independence Realty Trust worth $610K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,580 Independence Realty Trust shares in Q1 2026, an estimated $26K.
  • Independence Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1875 holding.
  • Carson Wealth (CWM LLC) first reported a position in Independence Realty Trust in Q3 2018 and has held it in 20 quarters since.
  • Carson Wealth (CWM LLC)'s Independence Realty Trust position peaked at $977K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.