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Cornerstone Planning Group’s Independence Realty Trust IRT Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-15
Closed -$237 – 1774
2025
Q3 		$237 Hold
15
– – ﹤0.01% 1600
2025
Q2 		$259 Hold
15
– – ﹤0.01% 1444
2025
Q1 		$294 Buy
+15
New +$302 ﹤0.01% 1419

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Planning Group's IRT Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 15 shares — an estimated $237 sold.

Cornerstone Planning Group first reported a position in IRT in Q1 2025 and held it in 3 quarters. The position peaked at $294 in Q1 2025. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 Independence Realty Trust shares in Q4 2025, an estimated $237.
  • Cornerstone Planning Group first reported a position in Independence Realty Trust in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Independence Realty Trust position peaked at $294 in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.