Coldstream Capital Management’s Independence Realty Trust IRT Stock Holding History

Coldstream Capital Management’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	$176K	Buy	10,573 +22	+0.2%	+$356	﹤0.01%	1181
2026 Q1	$157K	Sell	10,551 -151	-1%	-$2.48K	﹤0.01%	1142
2025 Q4	$187K	Buy	+10,702	New	+$177K	﹤0.01%	1111
2025 Q3	–	Sell	-10,107	Closed	-$179K	–	1241
2025 Q2	$179K	Sell	10,107 -1,373	-12%	-$25.8K	﹤0.01%	1077
2025 Q1	$244K	Sell	11,480 -153	-1%	-$3.08K	0.01%	910
2024 Q4	$231K	Sell	11,633 -349	-3%	-$7.13K	﹤0.01%	950
2024 Q3	$246K	Buy	+11,982	New	+$236K	0.01%	940
2022 Q2	–	Sell	-8,849	Closed	-$234K	–	806
2022 Q1	$234K	Buy	+8,849	New	+$217K	0.01%	685

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Coldstream Capital Management's IRT Position: Q2 2026 in Review

Coldstream Capital Management increased its Independence Realty Trust (IRT) stake by 0.21% in Q2 2026, buying an estimated $356 and bringing the position to 10,573 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Coldstream Capital Management first reported a position in IRT in Q1 2022 and has held it in 8 quarters since. The position peaked at $246K in Q3 2024. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Coldstream Capital Management held 10,573 shares of Independence Realty Trust worth $176K as of Q2 2026.
Coldstream Capital Management bought 22 Independence Realty Trust shares in Q2 2026, an estimated $356.
Independence Realty Trust made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1181 holding.
Coldstream Capital Management first reported a position in Independence Realty Trust in Q1 2022 and has held it in 8 quarters since.
Coldstream Capital Management's Independence Realty Trust position peaked at $246K in Q3 2024.
395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.