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Copia Wealth Management’s Independence Realty Trust IRT Stock Holding History

Copia Wealth 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 		$8.68K Hold
520
– – 0.01% 359
2026
Q1 		$7.74K Hold
520
– – 0.01% 343
2025
Q4 		$9.09K Hold
520
– – 0.01% 330
2025
Q3 		$8.52K Hold
520
– – 0.01% 328
2025
Q2 		$9.2K Hold
520
– – 0.01% 295
2025
Q1 		$11K Sell
520
-54
-9% -$1.09K 0.01% 264
2024
Q4 		$11.4K Buy
+574
New +$11.7K 0.01% 252

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

Copia Wealth Management's IRT Position: Q2 2026 in Review

Copia Wealth Management held its Independence Realty Trust (IRT) position steady in Q2 2026 at 520 shares worth $8.68K. The position accounts for 0.01% of the portfolio, ranked #359.

Copia Wealth Management first reported a position in IRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.4K in Q4 2024. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Copia Wealth Management held 520 shares of Independence Realty Trust worth $8.68K as of Q2 2026.
  • Copia Wealth Management left its Independence Realty Trust share count unchanged in Q2 2026.
  • Independence Realty Trust made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Copia Wealth Management first reported a position in Independence Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Independence Realty Trust position peaked at $11.4K in Q4 2024.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

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