Covestor
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Covestor’s Independence Realty Trust IRT Stock Holding History

Covestor’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 		$28K Buy
1,922
+1,663
+642% +$27K 0.02% 977
2026
Q2 		$4K Sell
259
-3,863
-94% -$62.5K ﹤0.01% 1914
2026
Q1 		$61K Sell
4,122
-2,635
-39% -$43.3K 0.04% 576
2025
Q4 		$118K Sell
6,757
-55
-0.8% -$912 0.06% 482
2025
Q3 		$112K Buy
6,812
+2,435
+56% +$42.2K 0.06% 513
2025
Q2 		$77K Buy
4,377
+3,959
+947% +$74.3K 0.05% 700
2025
Q1 		$9K Buy
418
+2
+0.5% +$40 0.01% 1560
2024
Q4 		$8K Buy
416
+1
+0.2% +$20 0.01% 1637
2024
Q3 		$9K Hold
415
– – 0.01% 1616
2024
Q2 		$8K Buy
415
+1
+0.2% +$17 0.01% 1669
2024
Q1 		$7K Sell
414
-4,894
-92% -$74.8K ﹤0.01% 1739
2023
Q4 		$81K Sell
5,308
-314
-6% -$4.35K 0.06% 621
2023
Q3 		$79K Sell
5,622
-565
-9% -$9.32K 0.06% 557
2023
Q2 		$113K Buy
6,187
+5,766
+1,370% +$98.5K 0.09% 366
2023
Q1 		$7K Sell
421
-1
-0.2% -$18 0.01% 1469
2022
Q4 		$7K Sell
422
-1
-0.2% -$17 0.01% 1472
2022
Q3 		$7K Sell
423
-2,749
-87% -$55.6K 0.01% 1397
2022
Q2 		$66K Buy
3,172
+3,152
+15,760% +$75.8K 0.05% 643
2022
Q1 		$1K Sell
20
-5
-20% -$123 ﹤0.01% 1854
2021
Q4 		$1K Buy
+25
New +$592 ﹤0.01% 1794

Other funds holding IRT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Covestor's IRT Position: Q3 2026 in Review

Covestor increased its Independence Realty Trust (IRT) stake by 642% in Q3 2026, buying an estimated $27K and bringing the position to 1,922 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #977.

Covestor first reported a position in IRT in Q4 2021 and has held it in 20 quarters since. The position peaked at $118K in Q4 2025. 162 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Covestor held 1,922 shares of Independence Realty Trust worth $28K as of Q3 2026.
  • Covestor bought 1,663 Independence Realty Trust shares in Q3 2026, an estimated $27K.
  • Independence Realty Trust made up 0.02% of Covestor's portfolio in Q3 2026, its #977 holding.
  • Covestor first reported a position in Independence Realty Trust in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Independence Realty Trust position peaked at $118K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.