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 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 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

Concorde Asset Management's IRT Position: Q1 2026 in Review

Concorde Asset Management reduced its Independence Realty Trust (IRT) stake by 45% in Q1 2026, selling an estimated $168K and leaving 12,492 shares worth $188K. The position accounts for 0.09% of the portfolio, ranked #194.

Concorde Asset Management first reported a position in IRT in Q1 2022 and has held it in 12 quarters since. The position peaked at $993K in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Concorde Asset Management held 12,492 shares of Independence Realty Trust worth $188K as of Q1 2026.
Concorde Asset Management sold 10,251 Independence Realty Trust shares in Q1 2026, an estimated $168K.
Independence Realty Trust made up 0.09% of Concorde Asset Management's portfolio in Q1 2026, its #194 holding.
Concorde Asset Management first reported a position in Independence Realty Trust in Q1 2022 and has held it in 12 quarters since.
Concorde Asset Management's Independence Realty Trust position peaked at $993K in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.