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Clearstead Advisors’s Independence Realty Trust IRT Stock Holding History

Clearstead Advisors’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 		$4.82K Buy
289
+229
+382% +$3.71K ﹤0.01% 2208
2026
Q1 		$894 Sell
60
-716
-92% -$11.8K ﹤0.01% 2064
2025
Q4 		$13.6K Buy
776
+571
+279% +$9.46K ﹤0.01% 1818
2025
Q3 		$3.36K Hold
205
– – ﹤0.01% 2302
2025
Q2 		$3.63K Buy
+205
New +$3.85K ﹤0.01% 2196
2022
Q3 		– Sell
-6,033
Closed -$125K – 1303
2022
Q2 		$125K Hold
6,033
– – 0.01% 454
2022
Q1 		$160K Hold
6,033
– – 0.01% 452
2021
Q4 		$156K Buy
+6,033
New +$143K 0.01% 434

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
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

Clearstead Advisors's IRT Position: Q2 2026 in Review

Clearstead Advisors increased its Independence Realty Trust (IRT) stake by 382% in Q2 2026, buying an estimated $3.71K and bringing the position to 289 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Clearstead Advisors first reported a position in IRT in Q4 2021 and has held it in 8 quarters since. The position peaked at $160K in Q1 2022. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Clearstead Advisors held 289 shares of Independence Realty Trust worth $4.82K as of Q2 2026.
  • Clearstead Advisors bought 229 Independence Realty Trust shares in Q2 2026, an estimated $3.71K.
  • Independence Realty Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2208 holding.
  • Clearstead Advisors first reported a position in Independence Realty Trust in Q4 2021 and has held it in 8 quarters since.
  • Clearstead Advisors's Independence Realty Trust position peaked at $160K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.