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Concorde Asset Management’s Independence Realty Trust IRT Stock Holding History

Concorde Asset 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 		$187K Sell
11,056
-1,436
-11% -$23.2K 0.11% 142
2026
Q1 		$188K Sell
12,492
-10,251
-45% -$168K 0.09% 194
2025
Q4 		$398K Buy
22,743
+5,755
+34% +$95.4K 0.16% 124
2025
Q3 		$277K Buy
+16,988
New +$294K 0.12% 170
2024
Q4 		– Sell
-20,229
Closed -$415K – 189
2024
Q3 		$415K Sell
20,229
-9,947
-33% -$196K 0.23% 76
2024
Q2 		$565K Buy
30,176
+5,747
+24% +$96.1K 0.35% 51
2024
Q1 		$394K Buy
24,429
+1,584
+7% +$24.2K 0.27% 66
2023
Q4 		$350K Sell
22,845
-968
-4% -$13.4K 0.24% 86
2023
Q3 		$335K Sell
23,813
-939
-4% -$15.5K 0.3% 75
2023
Q2 		$451K Buy
+24,752
New +$423K 0.42% 49
2023
Q1 		– Sell
-32,694
Closed -$551K – 117
2022
Q4 		$551K Buy
32,694
+121
+0.4% +$2.05K 0.49% 52
2022
Q3 		$545K Buy
+32,573
New +$659K 0.61% 52
2022
Q2 		– Sell
-37,556
Closed -$993K – 140
2022
Q1 		$993K Buy
+37,556
New +$922K 0.66% 48

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

Concorde Asset Management's IRT Position: Q2 2026 in Review

Concorde Asset Management reduced its Independence Realty Trust (IRT) stake by 11% in Q2 2026, selling an estimated $23.2K and leaving 11,056 shares worth $187K. The position accounts for 0.11% of the portfolio, ranked #142.

Concorde Asset Management first reported a position in IRT in Q1 2022 and has held it in 13 quarters since. The position peaked at $993K in Q1 2022. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Concorde Asset Management held 11,056 shares of Independence Realty Trust worth $187K as of Q2 2026.
  • Concorde Asset Management sold 1,436 Independence Realty Trust shares in Q2 2026, an estimated $23.2K.
  • Independence Realty Trust made up 0.11% of Concorde Asset Management's portfolio in Q2 2026, its #142 holding.
  • Concorde Asset Management first reported a position in Independence Realty Trust in Q1 2022 and has held it in 13 quarters since.
  • Concorde Asset Management's Independence Realty Trust position peaked at $993K in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.