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Fulcrum Asset Management’s Independence Realty Trust IRT Stock Holding History

Fulcrum Asset Management’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 		$13.3K Hold
896
– – ﹤0.01% 216
2025
Q4 		$15.9K Hold
896
– – ﹤0.01% 177
2025
Q3 		$14.7K Hold
896
– – ﹤0.01% 173
2025
Q2 		$15.8K Buy
+896
New +$16.8K ﹤0.01% 179

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

Fulcrum Asset Management's IRT Position: Q1 2026 in Review

Fulcrum Asset Management held its Independence Realty Trust (IRT) position steady in Q1 2026 at 896 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Fulcrum Asset Management first reported a position in IRT in Q2 2025 and has held it in 4 quarters since. The position peaked at $15.9K in Q4 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Fulcrum Asset Management held 896 shares of Independence Realty Trust worth $13.3K as of Q1 2026.
  • Fulcrum Asset Management left its Independence Realty Trust share count unchanged in Q1 2026.
  • Independence Realty Trust made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q1 2026, its #216 holding.
  • Fulcrum Asset Management first reported a position in Independence Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's Independence Realty Trust position peaked at $15.9K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.