Focus Partners Wealth
IRT icon

Focus Partners Wealth’s Independence Realty Trust IRT Stock Holding History

Focus Partners Wealth’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 		– Sell
-20,719
Closed -$362K – 2743
2025
Q4 		$362K Buy
+20,719
New +$343K ﹤0.01% 2122

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

Focus Partners Wealth's IRT Position: Q1 2026 in Review

Focus Partners Wealth sold out of Independence Realty Trust (IRT) in Q1 2026, closing a stake of 20,719 shares — an estimated $362K sold.

Focus Partners Wealth first reported a position in IRT in Q4 2025 and held it in 1 quarter. The position peaked at $362K in Q4 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Focus Partners Wealth reported no remaining Independence Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 20,719 Independence Realty Trust shares in Q1 2026, an estimated $362K.
  • Focus Partners Wealth first reported a position in Independence Realty Trust in Q4 2025 and held it in 1 quarter.
  • Focus Partners Wealth's Independence Realty Trust position peaked at $362K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.