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Foundations Investment Advisors’s Independence Realty Trust IRT Stock Holding History

Foundations Investment 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
2025
Q3 		– Sell
-12,053
Closed -$213K – 1068
2025
Q2 		$213K Sell
12,053
-3,016
-20% -$56.6K ﹤0.01% 868
2025
Q1 		$320K Sell
15,069
-1,728
-10% -$34.8K 0.01% 695
2024
Q4 		$333K Buy
16,797
+3,481
+26% +$71.1K 0.01% 637
2024
Q3 		$273K Hold
13,316
– – 0.01% 666
2024
Q2 		$250K Hold
13,316
– – 0.01% 654
2024
Q1 		$215K Sell
13,316
-1,059
-7% -$16.2K 0.01% 665
2023
Q4 		$215K Sell
14,375
-986
-6% -$13.7K 0.01% 630
2023
Q3 		$216K Sell
15,361
-2,345
-13% -$38.7K 0.01% 594
2023
Q2 		$323K Buy
17,706
+8
+0% +$137 0.01% 456
2023
Q1 		$284K Sell
17,698
-35
-0.2% -$613 0.01% 409
2022
Q4 		$299K Buy
17,733
+8
+0% +$135 0.01% 344
2022
Q3 		$297K Sell
17,725
-8,457
-32% -$171K 0.01% 321
2022
Q2 		$542K Buy
26,182
+2,112
+9% +$50.8K 0.02% 216
2022
Q1 		$649K Buy
24,070
+7,100
+42% +$174K 0.03% 165
2021
Q4 		$406K Buy
+16,970
New +$402K 0.02% 229

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Foundations Investment Advisors's IRT Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 12,053 shares — an estimated $213K sold.

Foundations Investment Advisors first reported a position in IRT in Q4 2021 and held it in 15 quarters. The position peaked at $649K in Q1 2022. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 12,053 Independence Realty Trust shares in Q3 2025, an estimated $213K.
  • Foundations Investment Advisors first reported a position in Independence Realty Trust in Q4 2021 and held it in 15 quarters.
  • Foundations Investment Advisors's Independence Realty Trust position peaked at $649K in Q1 2022.
  • 384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.