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Gitterman Wealth Management’s Independence Realty Trust IRT Stock Holding History

Gitterman Wealth 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
-2,396
Closed -$42.4K – 228
2025
Q2 		$42.4K Buy
+2,396
New +$45K 0.01% 287
2022
Q1 		– Sell
-154,551
Closed -$3.93M – 108
2021
Q4 		$3.93M Buy
+154,551
New +$3.66M 2.91% 5

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Gitterman Wealth Management's IRT Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 2,396 shares — an estimated $42.4K sold.

Gitterman Wealth Management first reported a position in IRT in Q4 2021 and held it in 2 quarters. The position peaked at $3.93M in Q4 2021. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,396 Independence Realty Trust shares in Q3 2025, an estimated $42.4K.
  • Gitterman Wealth Management first reported a position in Independence Realty Trust in Q4 2021 and held it in 2 quarters.
  • Gitterman Wealth Management's Independence Realty Trust position peaked at $3.93M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.