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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
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

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

Great Valley Advisor Group's IRT Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Independence Realty Trust (IRT) stake by 14% in Q1 2026, selling an estimated $31.2K and leaving 11,577 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Great Valley Advisor Group first reported a position in IRT in Q1 2022 and has held it in 17 quarters since. The position peaked at $697K in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Great Valley Advisor Group held 11,577 shares of Independence Realty Trust worth $172K as of Q1 2026.
  • Great Valley Advisor Group sold 1,900 Independence Realty Trust shares in Q1 2026, an estimated $31.2K.
  • Independence Realty Trust made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #963 holding.
  • Great Valley Advisor Group first reported a position in Independence Realty Trust in Q1 2022 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Independence Realty Trust position peaked at $697K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.