Concorde Asset Management
IRT icon

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
Q3 		– Sell
-11,056
Closed -$187K – 157
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Concorde Asset Management's IRT Position: Q3 2026 in Review

Concorde Asset Management sold out of Independence Realty Trust (IRT) in Q3 2026, closing a stake of 11,056 shares — an estimated $187K sold.

Concorde Asset Management first reported a position in IRT in Q1 2022 and held it in 13 quarters. The position peaked at $993K in Q1 2022. 331 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Concorde Asset Management reported no remaining Independence Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Concorde Asset Management sold 11,056 Independence Realty Trust shares in Q3 2026, an estimated $187K.
  • Concorde Asset Management first reported a position in Independence Realty Trust in Q1 2022 and held it in 13 quarters.
  • Concorde Asset Management's Independence Realty Trust position peaked at $993K in Q1 2022.
  • 331 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Concorde Asset Management's 13F filing for Q3 2026, filed 13 Nov 2026.