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Center for Financial Planning’s Independence Realty Trust IRT Stock Holding History

Center for Financial Planning’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 		$18.9K Hold
1,134
– – ﹤0.01% 431
2026
Q1 		$16.9K Hold
1,134
– – ﹤0.01% 431
2025
Q4 		$19.8K Hold
1,134
– – ﹤0.01% 417
2025
Q3 		$18.6K Hold
1,134
– – ﹤0.01% 428
2025
Q2 		$20.1K Hold
1,134
– – ﹤0.01% 392
2025
Q1 		$24.1K Hold
1,134
– – ﹤0.01% 371
2024
Q4 		$22.5K Hold
1,134
– – ﹤0.01% 337
2024
Q3 		$23.2K Hold
1,134
– – ﹤0.01% 324
2024
Q2 		$21.3K Hold
1,134
– – ﹤0.01% 318
2024
Q1 		$18.3K Hold
1,134
– – ﹤0.01% 337
2023
Q4 		$17.4K Hold
1,134
– – ﹤0.01% 317
2023
Q3 		$16K Hold
1,134
– – ﹤0.01% 314
2023
Q2 		$20.7K Hold
1,134
– – ﹤0.01% 316
2023
Q1 		$18.2K Hold
1,134
– – ﹤0.01% 298
2022
Q4 		$19.1K Hold
1,134
– – ﹤0.01% 292
2022
Q3 		$19K Hold
1,134
– – 0.01% 298
2022
Q2 		$24K Hold
1,134
– – 0.01% 283
2022
Q1 		$30K Hold
1,134
– – 0.01% 273
2021
Q4 		$29K Buy
+1,134
New +$26.9K 0.01% 283

Other funds holding IRT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Center for Financial Planning's IRT Position: Q2 2026 in Review

Center for Financial Planning held its Independence Realty Trust (IRT) position steady in Q2 2026 at 1,134 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Center for Financial Planning first reported a position in IRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $30K in Q1 2022. 50 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Center for Financial Planning held 1,134 shares of Independence Realty Trust worth $18.9K as of Q2 2026.
  • Center for Financial Planning left its Independence Realty Trust share count unchanged in Q2 2026.
  • Independence Realty Trust made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #431 holding.
  • Center for Financial Planning first reported a position in Independence Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Center for Financial Planning's Independence Realty Trust position peaked at $30K in Q1 2022.
  • 50 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.