Dynamic Wealth Strategies
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Dynamic Wealth Strategies’s Independence Realty Trust IRT Stock Holding History

Dynamic Wealth Strategies’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 		$39K Hold
2,685
– – 0.02% 167
2026
Q2 		$44.8K Hold
2,685
– – 0.02% 163
2026
Q1 		$40K Hold
2,685
– – 0.02% 164
2025
Q4 		$46.9K Hold
2,685
– – 0.03% 141
2025
Q3 		$44K Hold
2,685
– – 0.03% 135
2025
Q2 		$47.5K Hold
2,685
– – 0.03% 122
2025
Q1 		$57K Buy
+2,685
New +$54.1K 0.05% 121
2024
Q4 		– Sell
-2,685
Closed -$55K – 144
2024
Q3 		$55K Buy
+2,685
New +$52.9K 0.04% 124
2024
Q1 		– Sell
-524
Closed -$8.02K – 248
2023
Q4 		$8.02K Buy
+524
New +$7.26K 0.01% 212

Other funds holding IRT

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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Grove Bank & Trust
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 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

Dynamic Wealth Strategies's IRT Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Independence Realty Trust (IRT) position steady in Q3 2026 at 2,685 shares worth $39K. The position accounts for 0.02% of the portfolio, ranked #167.

Dynamic Wealth Strategies first reported a position in IRT in Q4 2023 and has held it in 9 quarters since. The position peaked at $57K in Q1 2025. 97 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Dynamic Wealth Strategies held 2,685 shares of Independence Realty Trust worth $39K as of Q3 2026.
  • Dynamic Wealth Strategies left its Independence Realty Trust share count unchanged in Q3 2026.
  • Independence Realty Trust made up 0.02% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #167 holding.
  • Dynamic Wealth Strategies first reported a position in Independence Realty Trust in Q4 2023 and has held it in 9 quarters since.
  • Dynamic Wealth Strategies's Independence Realty Trust position peaked at $57K in Q1 2025.
  • 97 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.