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 Q3	$157K	Hold	10,778	–	–	0.02%	184
2026 Q2	$180K	Hold	10,778	–	–	0.02%	158
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Consolidated Planning Corp's IRT Position: Q3 2026 in Review

Consolidated Planning Corp held its Independence Realty Trust (IRT) position steady in Q3 2026 at 10,778 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #184.

Consolidated Planning Corp first reported a position in IRT in Q1 2022 and has held it in 19 quarters since. The position peaked at $363K in Q1 2022. 202 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Consolidated Planning Corp held 10,778 shares of Independence Realty Trust worth $157K as of Q3 2026.
Consolidated Planning Corp left its Independence Realty Trust share count unchanged in Q3 2026.
Independence Realty Trust made up 0.02% of Consolidated Planning Corp's portfolio in Q3 2026, its #184 holding.
Consolidated Planning Corp first reported a position in Independence Realty Trust in Q1 2022 and has held it in 19 quarters since.
Consolidated Planning Corp's Independence Realty Trust position peaked at $363K in Q1 2022.
202 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.