Diversify Advisory Services
IRT icon

Diversify Advisory Services’s Independence Realty Trust IRT Stock Holding History

Diversify Advisory Services’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 		$167K Sell
11,380
-605
-5% -$9.8K ﹤0.01% 1238
2026
Q2 		$197K Buy
+11,985
New +$194K ﹤0.01% 1200
2024
Q2 		– Sell
-10,021
Closed -$157K – 683
2024
Q1 		$157K Buy
+10,021
New +$153K 0.01% 616

Other funds holding IRT

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Grove Bank & Trust
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
SGC
Slocum, Gordon & Co Newport, Rhode Island $143M AUM 22.41% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Diversify Advisory Services's IRT Position: Q3 2026 in Review

Diversify Advisory Services reduced its Independence Realty Trust (IRT) stake by 5% in Q3 2026, selling an estimated $9.8K and leaving 11,380 shares worth $167K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Diversify Advisory Services first reported a position in IRT in Q1 2024 and has held it in 3 quarters since. The position peaked at $197K in Q2 2026. 48 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Diversify Advisory Services held 11,380 shares of Independence Realty Trust worth $167K as of Q3 2026.
  • Diversify Advisory Services sold 605 Independence Realty Trust shares in Q3 2026, an estimated $9.8K.
  • Independence Realty Trust made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1238 holding.
  • Diversify Advisory Services first reported a position in Independence Realty Trust in Q1 2024 and has held it in 3 quarters since.
  • Diversify Advisory Services's Independence Realty Trust position peaked at $197K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.