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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearstead Trust's IRT Position: Q1 2026 in Review

Clearstead Trust reduced its Independence Realty Trust (IRT) stake by 8.5% in Q1 2026, selling an estimated $7.15K and leaving 4,663 shares worth $69.4K. 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 15 quarters since. The position peaked at $180K in Q2 2023. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Clearstead Trust held 4,663 shares of Independence Realty Trust worth $69.4K as of Q1 2026.
Clearstead Trust sold 435 Independence Realty Trust shares in Q1 2026, an estimated $7.15K.
Independence Realty Trust made up 0.01% of Clearstead Trust's portfolio in Q1 2026, its #279 holding.
Clearstead Trust first reported a position in Independence Realty Trust in Q3 2022 and has held it in 15 quarters since.
Clearstead Trust's Independence Realty Trust position peaked at $180K in Q2 2023.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.