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

HB 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
2026 Q1	$172K	Sell	11,532 -1,702	-13%	-$28K	﹤0.01%	1462
2025 Q4	$231K	Buy	13,234 +2,343	+22%	+$38.8K	﹤0.01%	1274
2025 Q3	$179K	Sell	10,891 -1,072	-9%	-$18.6K	﹤0.01%	1284
2025 Q2	$212K	Sell	11,963 -445	-4%	-$8.35K	﹤0.01%	1081
2025 Q1	$263K	Buy	12,408 +188	+2%	+$3.79K	﹤0.01%	1020
2024 Q4	$242K	Buy	+12,220	New	+$249K	﹤0.01%	900
2023 Q4	–	Sell	-10,120	Closed	-$142K	–	808
2023 Q3	$142K	Sell	10,120 -84	-0.8%	-$1.39K	﹤0.01%	732
2023 Q2	$186K	Buy	10,204 +204	+2%	+$3.48K	﹤0.01%	689
2023 Q1	$160K	Sell	10,000 -145	-1%	-$2.54K	﹤0.01%	688
2022 Q4	$171K	Buy	+10,145	New	+$172K	﹤0.01%	655

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HB Wealth Management's IRT Position: Q1 2026 in Review

HB Wealth Management reduced its Independence Realty Trust (IRT) stake by 13% in Q1 2026, selling an estimated $28K and leaving 11,532 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1462.

HB Wealth Management first reported a position in IRT in Q4 2022 and has held it in 10 quarters since. The position peaked at $263K in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

HB Wealth Management held 11,532 shares of Independence Realty Trust worth $172K as of Q1 2026.
HB Wealth Management sold 1,702 Independence Realty Trust shares in Q1 2026, an estimated $28K.
Independence Realty Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1462 holding.
HB Wealth Management first reported a position in Independence Realty Trust in Q4 2022 and has held it in 10 quarters since.
HB Wealth Management's Independence Realty Trust position peaked at $263K in Q1 2025.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.