Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Independence Realty Trust IRT Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q4 		– Sell
-13,911
Closed -$228K – 1526
2025
Q3 		$228K Sell
13,911
-205
-1% -$3.55K ﹤0.01% 1373
2025
Q2 		$250K Sell
14,116
-485
-3% -$9.1K ﹤0.01% 1417
2025
Q1 		$310K Sell
14,601
-3,322
-19% -$66.9K ﹤0.01% 1277
2024
Q4 		$356K Sell
17,923
-827
-4% -$16.9K ﹤0.01% 1417
2024
Q3 		$384K Buy
+18,750
New +$369K ﹤0.01% 1329

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
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 Portfolio Solutions's IRT Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 13,911 shares — an estimated $228K sold.

Envestnet Portfolio Solutions first reported a position in IRT in Q3 2024 and held it in 5 quarters. The position peaked at $384K in Q3 2024. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

  • Envestnet Portfolio Solutions reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 13,911 Independence Realty Trust shares in Q4 2025, an estimated $228K.
  • Envestnet Portfolio Solutions first reported a position in Independence Realty Trust in Q3 2024 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Independence Realty Trust position peaked at $384K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.