Consolidated Planning Corp’s Independence Realty Trust IRT Stock Holding History

Consolidated Planning Corp’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	$160K	Hold	10,778	–	–	0.03%	143
2025 Q4	$188K	Hold	10,778	–	–	0.02%	206
2025 Q3	$177K	Hold	10,778	–	–	0.02%	190
2025 Q2	$191K	Hold	10,778	–	–	0.02%	183
2025 Q1	$229K	Hold	10,778	–	–	0.03%	172
2024 Q4	$214K	Hold	10,778	–	–	0.03%	191
2024 Q3	$221K	Hold	10,778	–	–	0.03%	187
2024 Q2	$202K	Hold	10,778	–	–	0.03%	183
2024 Q1	$174K	Sell	10,778 -1,937	-15%	-$29.6K	0.03%	181
2023 Q4	$195K	Hold	12,715	–	–	0.04%	168
2023 Q3	$179K	Sell	12,715 -1,020	-7%	-$16.8K	0.04%	154
2023 Q2	$250K	Hold	13,735	–	–	0.05%	144
2023 Q1	$220K	Hold	13,735	–	–	0.06%	112
2022 Q4	$232K	Hold	13,735	–	–	0.06%	109
2022 Q3	$230K	Hold	13,735	–	–	0.07%	101
2022 Q2	$285K	Hold	13,735	–	–	0.09%	98
2022 Q1	$363K	Buy	+13,735	New	+$337K	0.25%	38

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

Consolidated Planning Corp's IRT Position: Q1 2026 in Review

Consolidated Planning Corp held its Independence Realty Trust (IRT) position steady in Q1 2026 at 10,778 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #143.

Consolidated Planning Corp first reported a position in IRT in Q1 2022 and has held it in 17 quarters since. The position peaked at $363K in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Consolidated Planning Corp held 10,778 shares of Independence Realty Trust worth $160K as of Q1 2026.
Consolidated Planning Corp left its Independence Realty Trust share count unchanged in Q1 2026.
Independence Realty Trust made up 0.03% of Consolidated Planning Corp's portfolio in Q1 2026, its #143 holding.
Consolidated Planning Corp first reported a position in Independence Realty Trust in Q1 2022 and has held it in 17 quarters since.
Consolidated Planning Corp's Independence Realty Trust position peaked at $363K in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.