EWA
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EverSource Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

EverSource Wealth 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
Q1 		$15.5K Buy
1,044
+269
+35% +$4.42K ﹤0.01% 2659
2025
Q4 		$13.5K Sell
775
-802
-51% -$13.3K ﹤0.01% 2642
2025
Q3 		$25.8K Buy
1,577
+261
+20% +$4.52K ﹤0.01% 2160
2025
Q2 		$23.3K Buy
1,316
+313
+31% +$5.87K ﹤0.01% 2178
2025
Q1 		$21.3K Buy
1,003
+42
+4% +$846 ﹤0.01% 1658
2024
Q4 		$19.1K Buy
961
+140
+17% +$2.86K ﹤0.01% 1652
2024
Q3 		$16.8K Sell
821
-424
-34% -$8.35K ﹤0.01% 1582
2024
Q2 		$23.2K Buy
1,245
+134
+12% +$2.24K ﹤0.01% 1432
2024
Q1 		$17.5K Buy
1,111
+43
+4% +$657 ﹤0.01% 1424
2023
Q4 		$16.3K Buy
1,068
+374
+54% +$5.18K ﹤0.01% 1329
2023
Q3 		$9.76K Sell
694
-4,185
-86% -$69K ﹤0.01% 1428
2023
Q2 		$88.9K Buy
4,879
+2,920
+149% +$49.9K 0.01% 619
2023
Q1 		$31.4K Sell
1,959
-89
-4% -$1.56K ﹤0.01% 944
2022
Q4 		$34.5K Buy
2,048
+1,792
+700% +$30.3K 0.01% 896
2022
Q3 		$5K Sell
256
-184
-42% -$3.72K ﹤0.01% 1370
2022
Q2 		$9K Hold
440
– – ﹤0.01% 1070
2022
Q1 		$12K Hold
440
– – ﹤0.01% 908
2021
Q4 		$11K Buy
+440
New +$10.4K ﹤0.01% 925

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

EverSource Wealth Advisors's IRT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Independence Realty Trust (IRT) stake by 35% in Q1 2026, buying an estimated $4.42K and bringing the position to 1,044 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

EverSource Wealth Advisors first reported a position in IRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $88.9K in Q2 2023. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • EverSource Wealth Advisors held 1,044 shares of Independence Realty Trust worth $15.5K as of Q1 2026.
  • EverSource Wealth Advisors bought 269 Independence Realty Trust shares in Q1 2026, an estimated $4.42K.
  • Independence Realty Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2659 holding.
  • EverSource Wealth Advisors first reported a position in Independence Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Independence Realty Trust position peaked at $88.9K in Q2 2023.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.