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Financial Gravity Asset Management’s Independence Realty Trust IRT Stock Holding History

Financial Gravity 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
2025
Q4 		– Sell
-1,180
Closed -$19.3K – 854
2025
Q3 		$19.3K Buy
+1,180
New +$20.4K ﹤0.01% 435
2025
Q1 		$89.7K Buy
+4,223
New +$85K 0.02% 240
2024
Q2 		$64.1K Buy
+3,422
New +$57.2K 0.02% 233
2019
Q4 		– Sell
-30
Closed – – 1566
2019
Q3 		$0 Buy
30
+1
+3% +$13 ﹤0.01% 1398
2019
Q2 		$0 Sell
29
-9
-24% -$99 ﹤0.01% 1453
2019
Q1 		$0 Buy
+38
New +$391 ﹤0.01% 1436
2018
Q3 		$1K Buy
73
+7
+11% +$71 ﹤0.01% 1154
2018
Q2 		$1K Sell
66
-5
-7% -$48 ﹤0.01% 1186
2018
Q1 		$1K Buy
+71
New +$643 ﹤0.01% 1162

Other funds holding IRT

BlackRock
BlackRock New York $5.7T 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 $564B 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