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Financial Gravity Companies’s Independence Realty Trust IRT Stock Holding History

Financial Gravity Companies’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
Q2 		$54.1K Buy
+3,059
New +$57.4K 0.01% 290
2024
Q4 		$60.1K Sell
3,027
-395
-12% -$8.06K 0.01% 264
2024
Q3 		$70.2K Buy
+3,422
New +$67.4K 0.02% 159
2018
Q4 		$1K Buy
+64
New +$632 ﹤0.01% 1117
2018
Q1 		$1K Buy
71
+1
+1% +$9 ﹤0.01% 1162
2017
Q4 		$1K Buy
+70
New +$722 ﹤0.01% 1134

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Financial Gravity Companies's IRT Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Independence Realty Trust (IRT) in Q2 2025: 3,059 shares worth $54.1K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IRT as recently as Q4 2024.

Financial Gravity Companies first reported a position in IRT in Q4 2017 and has held it in 6 quarters since. The position peaked at $70.2K in Q3 2024. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

  • Financial Gravity Companies held 3,059 shares of Independence Realty Trust worth $54.1K as of Q2 2025.
  • Independence Realty Trust was a new Financial Gravity Companies position in Q2 2025.
  • Independence Realty Trust made up 0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #290 holding.
  • Financial Gravity Companies first reported a position in Independence Realty Trust in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Independence Realty Trust position peaked at $70.2K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.