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Clearstead Trust’s Independence Realty Trust IRT Stock Holding History

Clearstead Trust’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 		$72.8K Sell
4,359
-304
-7% -$4.92K 0.01% 279
2026
Q1 		$69.4K Sell
4,663
-435
-9% -$7.15K 0.01% 279
2025
Q4 		$89.1K Buy
5,098
+591
+13% +$9.8K 0.01% 266
2025
Q3 		$73.9K Buy
4,507
+148
+3% +$2.56K 0.01% 275
2025
Q2 		$77.1K Sell
4,359
-104
-2% -$1.95K 0.01% 270
2025
Q1 		$94.8K Buy
4,463
+104
+2% +$2.09K 0.02% 213
2024
Q4 		$86.5K Hold
4,359
– – 0.02% 218
2024
Q3 		$89.4K Hold
4,359
– – 0.02% 196
2024
Q2 		$81.7K Sell
4,359
-6,033
-58% -$101K 0.02% 199
2024
Q1 		$168K Hold
10,392
– – 0.04% 150
2023
Q4 		$159K Hold
10,392
– – 0.04% 171
2023
Q3 		$146K Hold
10,392
– – 0.05% 150
2023
Q2 		$180K Hold
10,392
– – 0.06% 138
2023
Q1 		$167K Hold
10,392
– – 0.05% 148
2022
Q4 		$175K Hold
10,392
– – 0.06% 147
2022
Q3 		$174K Buy
+10,392
New +$210K 0.06% 135

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 Trust's IRT Position: Q2 2026 in Review

Clearstead Trust reduced its Independence Realty Trust (IRT) stake by 6.5% in Q2 2026, selling an estimated $4.92K and leaving 4,359 shares worth $72.8K. The position accounts for 0.01% of the portfolio, ranked #279.

Clearstead Trust first reported a position in IRT in Q3 2022 and has held it in 16 quarters since. The position peaked at $180K in Q2 2023. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Clearstead Trust held 4,359 shares of Independence Realty Trust worth $72.8K as of Q2 2026.
  • Clearstead Trust sold 304 Independence Realty Trust shares in Q2 2026, an estimated $4.92K.
  • Independence Realty Trust made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #279 holding.
  • Clearstead Trust first reported a position in Independence Realty Trust in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Trust's Independence Realty Trust position peaked at $180K in Q2 2023.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

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