Elevation Wealth Partners
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Elevation Wealth Partners’s Independence Realty Trust IRT Stock Holding History

Elevation Wealth Partners’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 		– Sell
-425
Closed -$7.09K – 1371
2026
Q2 		$7.09K Buy
+425
New +$6.88K ﹤0.01% 927
2024
Q1 		– Sell
-565
Closed -$7.95K – 488
2023
Q4 		$7.95K Buy
+565
New +$7.82K ﹤0.01% 348

Other funds holding IRT

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
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Elevation Wealth Partners's IRT Position: Q3 2026 in Review

Elevation Wealth Partners sold out of Independence Realty Trust (IRT) in Q3 2026, closing a stake of 425 shares — an estimated $7.09K sold.

Elevation Wealth Partners first reported a position in IRT in Q4 2023 and held it in 2 quarters. The position peaked at $7.95K in Q4 2023. 112 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Elevation Wealth Partners reported no remaining Independence Realty Trust position as of Q3 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 425 Independence Realty Trust shares in Q3 2026, an estimated $7.09K.
  • Elevation Wealth Partners first reported a position in Independence Realty Trust in Q4 2023 and held it in 2 quarters.
  • Elevation Wealth Partners's Independence Realty Trust position peaked at $7.95K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.