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	–	848
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	–	–	1552
2019 Q3	$0	Buy	30 +1	+3%	+$13	﹤0.01%	1374
2019 Q2	$0	Sell	29 -9	-24%	-$99	﹤0.01%	1442
2019 Q1	$0	Buy	+38	New	+$391	﹤0.01%	1426
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Gravity Asset Management's IRT Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 1,180 shares — an estimated $19.3K sold.

Financial Gravity Asset Management first reported a position in IRT in Q1 2018 and held it in 9 quarters. The position peaked at $89.7K in Q1 2025. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

Financial Gravity Asset Management reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 1,180 Independence Realty Trust shares in Q4 2025, an estimated $19.3K.
Financial Gravity Asset Management first reported a position in Independence Realty Trust in Q1 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Independence Realty Trust position peaked at $89.7K in Q1 2025.
374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.