Elevated Capital Advisors
IRT icon

Elevated Capital Advisors’s Independence Realty Trust IRT Stock Holding History

Elevated Capital Advisors’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 		$160 Hold
11
– – ﹤0.01% 860
2026
Q2 		$184 Hold
11
– – ﹤0.01% 836
2026
Q1 		$164 Hold
11
– – ﹤0.01% 831
2025
Q4 		$192 Buy
+11
New +$182 ﹤0.01% 811

Other funds holding IRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Elevated Capital Advisors's IRT Position: Q3 2026 in Review

Elevated Capital Advisors held its Independence Realty Trust (IRT) position steady in Q3 2026 at 11 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Elevated Capital Advisors first reported a position in IRT in Q4 2025 and has held it in 4 quarters since. The position peaked at $192 in Q4 2025. 202 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Elevated Capital Advisors held 11 shares of Independence Realty Trust worth $160 as of Q3 2026.
  • Elevated Capital Advisors left its Independence Realty Trust share count unchanged in Q3 2026.
  • Independence Realty Trust made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #860 holding.
  • Elevated Capital Advisors first reported a position in Independence Realty Trust in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Independence Realty Trust position peaked at $192 in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.