Commonwealth Equity Services
IRT icon

Commonwealth Equity Services’s Independence Realty Trust IRT Stock Holding History

Commonwealth Equity Services’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 		$1.73M Sell
116,484
-26,393
-18% -$434K ﹤0.01% 2133
2025
Q4 		$2.5M Sell
142,877
-33,727
-19% -$559K ﹤0.01% 1811
2025
Q3 		$2.9M Sell
176,604
-20,011
-10% -$347K ﹤0.01% 1728
2025
Q2 		$3.48M Buy
196,615
+268
+0.1% +$5.03K ﹤0.01% 1587
2025
Q1 		$4.17M Buy
196,347
+665
+0.3% +$13.4K 0.01% 1392
2024
Q4 		$3.88M Sell
195,682
-10,769
-5% -$220K 0.01% 1402
2024
Q3 		$4.23M Sell
206,451
-3,889
-2% -$76.6K 0.01% 1323
2024
Q2 		$3.94M Buy
210,340
+41,751
+25% +$698K 0.01% 1330
2024
Q1 		$2.72M Buy
168,589
+5,034
+3% +$76.9K ﹤0.01% 1561
2023
Q4 		$2.5M Sell
163,555
-3,176
-2% -$44K ﹤0.01% 1537
2023
Q3 		$2.35M Buy
166,731
+2,947
+2% +$48.6K ﹤0.01% 1504
2023
Q2 		$2.98M Buy
163,784
+18,054
+12% +$308K 0.01% 1358
2023
Q1 		$2.34K Buy
145,730
+5,078
+4% +$89K ﹤0.01% 1468
2022
Q4 		$2.37M Sell
140,652
-3,912
-3% -$66.2K 0.01% 1395
2022
Q3 		$2.42M Sell
144,564
-8,283
-5% -$168K 0.01% 1299
2022
Q2 		$3.17M Buy
152,847
+481
+0.3% +$11.6K 0.01% 1146
2022
Q1 		$4.03M Sell
152,366
-47,934
-24% -$1.18M 0.01% 1073
2021
Q4 		$5.17M Buy
+200,300
New +$4.74M 0.01% 911
2020
Q4 		– Sell
-10,342
Closed -$119K – 3235
2020
Q3 		$119K Sell
10,342
-1,219
-11% -$14K ﹤0.01% 2843
2020
Q2 		$132K Sell
11,561
-640
-5% -$6.38K ﹤0.01% 2722
2020
Q1 		$109K Buy
12,201
+76
+0.6% +$1.03K ﹤0.01% 2559
2019
Q4 		$170K Sell
12,125
-1,873
-13% -$27.3K ﹤0.01% 2659
2019
Q3 		$200K Buy
+13,998
New +$184K ﹤0.01% 2548
2017
Q4 		– Sell
-11,762
Closed -$120K – 2701
2017
Q3 		$120K Buy
11,762
+562
+5% +$5.68K ﹤0.01% 2400
2017
Q2 		$111K Buy
11,200
+536
+5% +$5.09K ﹤0.01% 2360
2017
Q1 		$100K Buy
+10,664
New +$97.3K ﹤0.01% 2280

Other funds holding IRT

BlackRock
BlackRock New York $5.72T 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

Commonwealth Equity Services's IRT Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Independence Realty Trust (IRT) stake by 18% in Q1 2026, selling an estimated $434K and leaving 116,484 shares worth $1.73M. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Commonwealth Equity Services first reported a position in IRT in Q1 2017 and has held it in 26 quarters since. The position peaked at $5.17M in Q4 2021. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Commonwealth Equity Services held 116,484 shares of Independence Realty Trust worth $1.73M as of Q1 2026.
  • Commonwealth Equity Services sold 26,393 Independence Realty Trust shares in Q1 2026, an estimated $434K.
  • Independence Realty Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2133 holding.
  • Commonwealth Equity Services first reported a position in Independence Realty Trust in Q1 2017 and has held it in 26 quarters since.
  • Commonwealth Equity Services's Independence Realty Trust position peaked at $5.17M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.