First Trust Advisors’s Independence Realty Trust IRT Stock Holding History

First Trust 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	$2.04M	Buy	136,767 +28,203	+26%	+$463K	﹤0.01%	1907
2025 Q4	$1.9M	Buy	108,564 +72,656	+202%	+$1.2M	﹤0.01%	1914
2025 Q3	$589K	Sell	35,908 -160,555	-82%	-$2.78M	﹤0.01%	2275
2025 Q2	$3.48M	Buy	196,463 +76,147	+63%	+$1.43M	﹤0.01%	1552
2025 Q1	$2.55M	Sell	120,316 -26,150	-18%	-$527K	﹤0.01%	1674
2024 Q4	$2.91M	Sell	146,466 -74,728	-34%	-$1.53M	﹤0.01%	1645
2024 Q3	$4.53M	Buy	221,194 +155,498	+237%	+$3.06M	﹤0.01%	1379
2024 Q2	$1.23M	Buy	65,696 +33,205	+102%	+$555K	﹤0.01%	1893
2024 Q1	$524K	Sell	32,491 -478	-1%	-$7.31K	﹤0.01%	2131
2023 Q4	$504K	Sell	32,969 -171,793	-84%	-$2.38M	﹤0.01%	2136
2023 Q3	$2.88M	Buy	204,762 +170,767	+502%	+$2.82M	﹤0.01%	1527
2023 Q2	$619K	Sell	33,995 -1,927	-5%	-$32.9K	﹤0.01%	2091
2023 Q1	$576K	Sell	35,922 -1,641	-4%	-$28.8K	﹤0.01%	2097
2022 Q4	$633K	Sell	37,563 -57,964	-61%	-$980K	﹤0.01%	2109
2022 Q3	$1.6M	Sell	95,527 -38,909	-29%	-$787K	﹤0.01%	1794
2022 Q2	$2.79M	Sell	134,436 -49,012	-27%	-$1.18M	﹤0.01%	1584
2022 Q1	$4.85M	Sell	183,448 -3,501	-2%	-$85.9K	0.01%	1340
2021 Q4	$4.83M	Buy	186,949 +130,011	+228%	+$3.08M	﹤0.01%	1387
2021 Q3	$1.16M	Sell	56,938 -65,414	-53%	-$1.3M	﹤0.01%	1982
2021 Q2	$2.23M	Buy	122,352 +65,090	+114%	+$1.1M	﹤0.01%	1765
2021 Q1	$881K	Sell	57,262 -7,917	-12%	-$112K	﹤0.01%	2020
2020 Q4	$875K	Buy	65,179 +4,802	+8%	+$61.4K	﹤0.01%	1954
2020 Q3	$700K	Sell	60,377 -2,721	-4%	-$31.2K	﹤0.01%	1910
2020 Q2	$725K	Sell	63,098 -53,113	-46%	-$530K	﹤0.01%	1882
2020 Q1	$1.04M	Sell	116,211 -138,707	-54%	-$1.87M	﹤0.01%	1600
2019 Q4	$3.59M	Sell	254,918 -25,037	-9%	-$365K	0.01%	1251
2019 Q3	$4.01M	Buy	279,955 +41,498	+17%	+$546K	0.01%	1166
2019 Q2	$2.76M	Buy	238,457 +222,091	+1,357%	+$2.44M	0.01%	1382
2019 Q1	$177K	Buy	16,366 +84	+0.5%	+$864	﹤0.01%	2361
2018 Q4	$149K	Buy	16,282 +648	+4%	+$6.4K	﹤0.01%	2362
2018 Q3	$165K	Sell	15,634 -95,894	-86%	-$979K	﹤0.01%	2390
2018 Q2	$1.15M	Buy	111,528 +15,938	+17%	+$153K	﹤0.01%	1890
2018 Q1	$878K	Buy	95,590 +4,545	+5%	+$41.2K	﹤0.01%	1840
2017 Q4	$919K	Buy	91,045 +5,296	+6%	+$54.6K	﹤0.01%	1884
2017 Q3	$872K	Buy	85,749 +70,846	+475%	+$716K	﹤0.01%	1899
2017 Q2	$147K	Sell	14,903 -2,160	-13%	-$20.5K	﹤0.01%	2323
2017 Q1	$160K	Sell	17,063 -832	-5%	-$7.59K	﹤0.01%	2332
2016 Q4	$160K	Sell	17,895 -1,050	-6%	-$9.09K	﹤0.01%	2382
2016 Q3	$171K	Buy	18,945 +6,911	+57%	+$64.4K	﹤0.01%	2242
2016 Q2	$98K	Buy	+12,034	New	+$89.9K	﹤0.01%	2243
2015 Q2	–	Sell	-10,208	Closed	-$97K	–	2260
2015 Q1	$97K	Sell	10,208 -1,506	-13%	-$14.2K	﹤0.01%	2208
2014 Q4	$109K	Buy	+11,714	New	+$111K	﹤0.01%	2227

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors's IRT Position: Q1 2026 in Review

First Trust Advisors increased its Independence Realty Trust (IRT) stake by 26% in Q1 2026, buying an estimated $463K and bringing the position to 136,767 shares worth $2.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

First Trust Advisors first reported a position in IRT in Q4 2014 and has held it in 42 quarters since. The position peaked at $4.85M in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

First Trust Advisors held 136,767 shares of Independence Realty Trust worth $2.04M as of Q1 2026.
First Trust Advisors bought 28,203 Independence Realty Trust shares in Q1 2026, an estimated $463K.
Independence Realty Trust made up ﹤0.01% of First Trust Advisors's portfolio in Q1 2026, its #1907 holding.
First Trust Advisors first reported a position in Independence Realty Trust in Q4 2014 and has held it in 42 quarters since.
First Trust Advisors's Independence Realty Trust position peaked at $4.85M in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.