Great Valley Advisor Group
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Great Valley Advisor Group’s Independence Realty Trust IRT Stock Holding History

Great Valley Advisor Group’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
Q3 		$154K Sell
10,632
-45
-0.4% -$730 ﹤0.01% 1055
2026
Q2 		$178K Sell
10,677
-900
-8% -$14.6K ﹤0.01% 1000
2026
Q1 		$172K Sell
11,577
-1,900
-14% -$31.2K ﹤0.01% 963
2025
Q4 		$235K Sell
13,477
-250
-2% -$4.14K ﹤0.01% 848
2025
Q3 		$225K Sell
13,727
-6,010
-30% -$104K ﹤0.01% 857
2025
Q2 		$349K Hold
19,737
– – 0.01% 706
2025
Q1 		$419K Sell
19,737
-748
-4% -$15.1K 0.01% 638
2024
Q4 		$407K Buy
20,485
+748
+4% +$15.3K 0.01% 616
2024
Q3 		$405K Hold
19,737
– – 0.01% 609
2024
Q2 		$370K Sell
19,737
-1,200
-6% -$20.1K 0.01% 601
2024
Q1 		$338K Sell
20,937
-300
-1% -$4.58K 0.01% 575
2023
Q4 		$325K Hold
21,237
– – 0.01% 558
2023
Q3 		$299K Hold
21,237
– – 0.01% 544
2023
Q2 		$387K Hold
21,237
– – 0.02% 500
2023
Q1 		$340K Sell
21,237
-80
-0.4% -$1.4K 0.02% 510
2022
Q4 		$359K Sell
21,317
-11,064
-34% -$187K 0.02% 505
2022
Q3 		$542K Hold
32,381
– – 0.03% 407
2022
Q2 		$671K Buy
32,381
+6,033
+23% +$145K 0.04% 372
2022
Q1 		$697K Buy
+26,348
New +$647K 0.04% 334

Other funds holding IRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Great Valley Advisor Group's IRT Position: Q3 2026 in Review

Great Valley Advisor Group reduced its Independence Realty Trust (IRT) stake by 0.42% in Q3 2026, selling an estimated $730 and leaving 10,632 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Great Valley Advisor Group first reported a position in IRT in Q1 2022 and has held it in 19 quarters since. The position peaked at $697K in Q1 2022. 231 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Great Valley Advisor Group held 10,632 shares of Independence Realty Trust worth $154K as of Q3 2026.
  • Great Valley Advisor Group sold 45 Independence Realty Trust shares in Q3 2026, an estimated $730.
  • Independence Realty Trust made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q3 2026, its #1055 holding.
  • Great Valley Advisor Group first reported a position in Independence Realty Trust in Q1 2022 and has held it in 19 quarters since.
  • Great Valley Advisor Group's Independence Realty Trust position peaked at $697K in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.