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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
Q2 		$263K Buy
15,761
+4,229
+37% +$68.5K ﹤0.01% 1441
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HB Wealth Management's IRT Position: Q2 2026 in Review

HB Wealth Management increased its Independence Realty Trust (IRT) stake by 37% in Q2 2026, buying an estimated $68.5K and bringing the position to 15,761 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

HB Wealth Management first reported a position in IRT in Q4 2022 and has held it in 11 quarters since. The position peaked at $263K in Q1 2025. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • HB Wealth Management held 15,761 shares of Independence Realty Trust worth $263K as of Q2 2026.
  • HB Wealth Management bought 4,229 Independence Realty Trust shares in Q2 2026, an estimated $68.5K.
  • Independence Realty Trust made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1441 holding.
  • HB Wealth Management first reported a position in Independence Realty Trust in Q4 2022 and has held it in 11 quarters since.
  • HB Wealth Management's Independence Realty Trust position peaked at $263K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.