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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
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
2023
Q4 		– Sell
-6,033
Closed -$84.9K – 1591
2023
Q3 		$84.9K Buy
+6,033
New +$99.5K ﹤0.01% 773
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return