Creative Planning
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Creative Planning’s Independence Realty Trust IRT Stock Holding History

Creative Planning’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 		$1.34M Sell
89,779
-17,936
-17% -$295K ﹤0.01% 2228
2025
Q4 		$1.88M Buy
107,715
+19,323
+22% +$320K ﹤0.01% 1768
2025
Q3 		$1.45M Sell
88,392
-6,694
-7% -$116K ﹤0.01% 1795
2025
Q2 		$1.68M Sell
95,086
-4,745
-5% -$89.1K ﹤0.01% 1455
2025
Q1 		$2.12M Sell
99,831
-1,086
-1% -$21.9K ﹤0.01% 1137
2024
Q4 		$2M Sell
100,917
-632
-0.6% -$12.9K ﹤0.01% 1135
2024
Q3 		$2.08M Buy
101,549
+2,587
+3% +$51K ﹤0.01% 1035
2024
Q2 		$1.85M Buy
98,962
+11,338
+13% +$190K ﹤0.01% 1025
2024
Q1 		$1.41M Buy
87,624
+10,960
+14% +$168K ﹤0.01% 1126
2023
Q4 		$1.17M Sell
76,664
-20,475
-21% -$284K ﹤0.01% 1154
2023
Q3 		$1.37M Sell
97,139
-12,955
-12% -$214K ﹤0.01% 1017
2023
Q2 		$2.01M Sell
110,094
-1,715
-2% -$29.3K ﹤0.01% 814
2023
Q1 		$1.79M Sell
111,809
-837
-0.7% -$14.7K ﹤0.01% 819
2022
Q4 		$1.9M Buy
112,646
+5,714
+5% +$96.7K ﹤0.01% 765
2022
Q3 		$1.79M Sell
106,932
-3,450
-3% -$69.8K ﹤0.01% 735
2022
Q2 		$2.29M Buy
110,382
+2,987
+3% +$71.9K ﹤0.01% 672
2022
Q1 		$2.84M Sell
107,395
-17,339
-14% -$426K ﹤0.01% 615
2021
Q4 		$3.22M Buy
+124,734
New +$2.95M 0.01% 541
2017
Q3 		– Sell
-400
Closed -$4K – 2787
2017
Q2 		$4K Buy
+400
New +$3.8K ﹤0.01% 4100
2017
Q1 		– Sell
-1,616
Closed -$14K – 4782
2016
Q4 		$14K Buy
+1,616
New +$14K ﹤0.01% 3314
2016
Q3 		– Sell
-200
Closed -$2K – 4657
2016
Q2 		$2K Buy
+200
New +$1.49K ﹤0.01% 4021
2014
Q2 		– Sell
-300
Closed -$3K – 3863
2014
Q1 		$3K Buy
+300
New +$2.57K ﹤0.01% 3257

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Prudential Financial
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
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

Creative Planning's IRT Position: Q1 2026 in Review

Creative Planning reduced its Independence Realty Trust (IRT) stake by 17% in Q1 2026, selling an estimated $295K and leaving 89,779 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Creative Planning first reported a position in IRT in Q1 2014 and has held it in 22 quarters since. The position peaked at $3.22M in Q4 2021. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Creative Planning held 89,779 shares of Independence Realty Trust worth $1.34M as of Q1 2026.
  • Creative Planning sold 17,936 Independence Realty Trust shares in Q1 2026, an estimated $295K.
  • Independence Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2228 holding.
  • Creative Planning first reported a position in Independence Realty Trust in Q1 2014 and has held it in 22 quarters since.
  • Creative Planning's Independence Realty Trust position peaked at $3.22M in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.