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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
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 +$7.83K ﹤0.01% 348

Other funds holding IRT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Elevation Wealth Partners's IRT Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Independence Realty Trust (IRT) in Q2 2026: 425 shares worth $7.09K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in IRT as recently as Q4 2023.

Elevation Wealth Partners first reported a position in IRT in Q4 2023 and has held it in 2 quarters since. The position peaked at $7.95K in Q4 2023. 36 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Elevation Wealth Partners held 425 shares of Independence Realty Trust worth $7.09K as of Q2 2026.
  • Independence Realty Trust was a new Elevation Wealth Partners position in Q2 2026.
  • Independence Realty Trust made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #927 holding.
  • Elevation Wealth Partners first reported a position in Independence Realty Trust in Q4 2023 and has held it in 2 quarters since.
  • Elevation Wealth Partners's Independence Realty Trust position peaked at $7.95K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.