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GeoWealth Management’s Independence Realty Trust IRT Stock Holding History

GeoWealth 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
2025
Q3 		– Sell
-58
Closed -$1.03K – 989
2025
Q2 		$1.03K Hold
58
– – ﹤0.01% 1171
2025
Q1 		$1.23K Sell
58
-56
-49% -$1.13K ﹤0.01% 1034
2024
Q4 		$2.26K Buy
114
+31
+37% +$633 ﹤0.01% 1640
2024
Q3 		$1.7K Buy
+83
New +$1.64K ﹤0.01% 1564

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

GeoWealth Management's IRT Position: Q3 2025 in Review

GeoWealth Management sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 58 shares — an estimated $1.03K sold.

GeoWealth Management first reported a position in IRT in Q3 2024 and held it in 4 quarters. The position peaked at $2.26K in Q4 2024. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

  • GeoWealth Management reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 58 Independence Realty Trust shares in Q3 2025, an estimated $1.03K.
  • GeoWealth Management first reported a position in Independence Realty Trust in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's Independence Realty Trust position peaked at $2.26K in Q4 2024.
  • 384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.