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

Diversify 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 		$197K Buy
11,985
+208
+2% +$3.37K ﹤0.01% 1200
2026
Q1 		$191K Buy
+11,777
New +$193K ﹤0.01% 1096

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

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

Diversify Wealth Management increased its Independence Realty Trust (IRT) stake by 1.8% in Q2 2026, buying an estimated $3.37K and bringing the position to 11,985 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Diversify Wealth Management first reported a position in IRT in Q1 2026 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Diversify Wealth Management held 11,985 shares of Independence Realty Trust worth $197K as of Q2 2026.
  • Diversify Wealth Management bought 208 Independence Realty Trust shares in Q2 2026, an estimated $3.37K.
  • Independence Realty Trust made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1200 holding.
  • Diversify Wealth Management first reported a position in Independence Realty Trust in Q1 2026 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.