Diversify Wealth Management
IRT icon

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
Q3 		$167K Sell
11,380
-605
-5% -$9.8K ﹤0.01% 1238
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Slocum, Gordon & Co
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

Diversify Wealth Management's IRT Position: Q3 2026 in Review

Diversify Wealth Management 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 Wealth Management first reported a position in IRT in Q1 2026 and has held it in 3 quarters since. The position peaked at $197K in Q2 2026. 71 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

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

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