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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dynamic Wealth Strategies's IRT Position: Q1 2026 in Review

Dynamic Wealth Strategies held its Independence Realty Trust (IRT) position steady in Q1 2026 at 2,685 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #164.

Dynamic Wealth Strategies first reported a position in IRT in Q4 2023 and has held it in 7 quarters since. The position peaked at $57K in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Dynamic Wealth Strategies held 2,685 shares of Independence Realty Trust worth $40K as of Q1 2026.
Dynamic Wealth Strategies left its Independence Realty Trust share count unchanged in Q1 2026.
Independence Realty Trust made up 0.02% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #164 holding.
Dynamic Wealth Strategies first reported a position in Independence Realty Trust in Q4 2023 and has held it in 7 quarters since.
Dynamic Wealth Strategies's Independence Realty Trust position peaked at $57K in Q1 2025.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.