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Fortis Group Advisors’s Independence Realty Trust IRT Stock Holding History

Fortis Group 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
Q2 		$33 Hold
2
– – ﹤0.01% 608
2026
Q1 		$30 Hold
2
– – ﹤0.01% 572
2025
Q4 		$35 Hold
2
– – ﹤0.01% 569
2025
Q3 		$33 Hold
2
– – ﹤0.01% 527
2025
Q2 		$35 Hold
2
– – ﹤0.01% 520
2025
Q1 		$42 Sell
2
-13,848
-100% -$279K ﹤0.01% 490
2024
Q4 		$275K Sell
13,850
-81,956
-86% -$1.67M 0.05% 167
2024
Q3 		$1.96M Buy
95,806
+95,804
+4,790,200% +$1.89M 0.36% 61
2024
Q2 		$37 Hold
2
– – ﹤0.01% 493
2024
Q1 		$32 Sell
2
-2
-50% -$31 ﹤0.01% 507
2023
Q4 		$62 Buy
4
+2
+100% +$28 ﹤0.01% 448
2023
Q3 		$28 Buy
+2
New +$33 ﹤0.01% 447
2020
Q3 		$0 Buy
+2
New +$23 ﹤0.01% 461

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortis Group Advisors's IRT Position: Q2 2026 in Review

Fortis Group Advisors held its Independence Realty Trust (IRT) position steady in Q2 2026 at 2 shares worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Fortis Group Advisors first reported a position in IRT in Q3 2020 and has held it in 13 quarters since. The position peaked at $1.96M in Q3 2024. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Fortis Group Advisors held 2 shares of Independence Realty Trust worth $33 as of Q2 2026.
  • Fortis Group Advisors left its Independence Realty Trust share count unchanged in Q2 2026.
  • Independence Realty Trust made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #608 holding.
  • Fortis Group Advisors first reported a position in Independence Realty Trust in Q3 2020 and has held it in 13 quarters since.
  • Fortis Group Advisors's Independence Realty Trust position peaked at $1.96M in Q3 2024.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.