Envestnet Asset Management
IRT icon

Envestnet Asset Management’s Independence Realty Trust IRT Stock Holding History

Envestnet Asset Management’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 		$1.02M Sell
68,659
-9,482
-12% -$156K ﹤0.01% 3459
2025
Q4 		$1.37M Sell
78,141
-103,220
-57% -$1.71M ﹤0.01% 3091
2025
Q3 		$2.97M Sell
181,361
-10,175
-5% -$176K ﹤0.01% 2615
2025
Q2 		$3.39M Sell
191,536
-61,413
-24% -$1.15M ﹤0.01% 2474
2025
Q1 		$5.37M Buy
252,949
+731
+0.3% +$14.7K ﹤0.01% 2070
2024
Q4 		$5M Buy
252,218
+5,223
+2% +$107K ﹤0.01% 2096
2024
Q3 		$5.06M Buy
246,995
+135,920
+122% +$2.68M ﹤0.01% 2096
2024
Q2 		$2.08M Buy
111,075
+38,441
+53% +$643K ﹤0.01% 2577
2024
Q1 		$1.17M Buy
72,634
+48,268
+198% +$738K ﹤0.01% 2929
2023
Q4 		$373K Sell
24,366
-11,890
-33% -$165K ﹤0.01% 3484
2023
Q3 		$510K Sell
36,256
-10,154
-22% -$168K ﹤0.01% 3244
2023
Q2 		$846K Buy
46,410
+7,453
+19% +$127K ﹤0.01% 2860
2023
Q1 		$624K Buy
38,957
+6,929
+22% +$121K ﹤0.01% 3000
2022
Q4 		$540K Sell
32,028
-10,208
-24% -$173K ﹤0.01% 3055
2022
Q3 		$707K Buy
42,236
+3,436
+9% +$69.5K ﹤0.01% 2809
2022
Q2 		$804K Sell
38,800
-29,270
-43% -$704K ﹤0.01% 2756
2022
Q1 		$1.8M Buy
68,070
+30,691
+82% +$753K ﹤0.01% 2262
2021
Q4 		$965K Buy
+37,379
New +$885K ﹤0.01% 2654
2019
Q1 		– Sell
-44,355
Closed -$407K – 2994
2018
Q4 		$407K Buy
+44,355
New +$438K ﹤0.01% 2266
2017
Q2 		– Sell
-86
Closed -$1K – 3086
2017
Q1 		$1K Sell
86
-17
-17% -$155 ﹤0.01% 3055
2016
Q4 		$1K Buy
+103
New +$891 ﹤0.01% 3035
2014
Q2 		– Sell
-140
Closed -$1K – 2757
2014
Q1 		$1K Buy
+140
New +$1.2K ﹤0.01% 2416

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's IRT Position: Q1 2026 in Review

Envestnet Asset Management reduced its Independence Realty Trust (IRT) stake by 12% in Q1 2026, selling an estimated $156K and leaving 68,659 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3459.

Envestnet Asset Management first reported a position in IRT in Q1 2014 and has held it in 22 quarters since. The position peaked at $5.37M in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Envestnet Asset Management held 68,659 shares of Independence Realty Trust worth $1.02M as of Q1 2026.
  • Envestnet Asset Management sold 9,482 Independence Realty Trust shares in Q1 2026, an estimated $156K.
  • Independence Realty Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3459 holding.
  • Envestnet Asset Management first reported a position in Independence Realty Trust in Q1 2014 and has held it in 22 quarters since.
  • Envestnet Asset Management's Independence Realty Trust position peaked at $5.37M in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.