CFFP
IRT icon

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

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
Morgan Stanley New York $1.89T AUM 35.08% 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. 396 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.
  • 396 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.