HCM
IRT icon

Hilton Capital Management’s Independence Realty Trust IRT Stock Holding History

Hilton Capital 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 		$2.35M Buy
158,061
+21,272
+16% +$349K 0.18% 113
2025
Q4 		$2.39M Sell
136,789
-246,349
-64% -$4.08M 0.18% 109
2025
Q3 		$6.28M Sell
383,138
-8,487
-2% -$147K 0.51% 50
2025
Q2 		$6.93M Buy
391,625
+5,775
+1% +$108K 0.55% 51
2025
Q1 		$8.19M Buy
385,850
+30,838
+9% +$621K 0.7% 39
2024
Q4 		$7.04M Sell
355,012
-14,403
-4% -$294K 0.61% 48
2024
Q3 		$7.57M Buy
+369,415
New +$7.28M 0.59% 46
2019
Q4 		– Sell
-1,730
Closed -$25K – 209
2019
Q3 		$25K Hold
1,730
– – ﹤0.01% 239
2019
Q2 		$20K Hold
1,730
– – ﹤0.01% 274
2019
Q1 		$19K Hold
1,730
– – ﹤0.01% 280
2018
Q4 		$16K Hold
1,730
– – ﹤0.01% 242
2018
Q3 		$18K Hold
1,730
– – ﹤0.01% 243
2018
Q2 		$18K Buy
+1,730
New +$16.7K ﹤0.01% 269
2017
Q2 		– Sell
-1,195,590
Closed -$11.2M – 130
2017
Q1 		$11.2M Buy
1,195,590
+90,604
+8% +$827K 2.16% 22
2016
Q4 		$9.86M Buy
1,104,986
+202,254
+22% +$1.75M 2.08% 25
2016
Q3 		$8.13M Buy
+902,732
New +$8.41M 2.01% 19
2015
Q3 		– Sell
-117,950
Closed -$888K – 97
2015
Q2 		$888K Sell
117,950
-622,208
-84% -$5.48M 0.25% 49
2015
Q1 		$6.92M Buy
740,158
+121,535
+20% +$1.14M 2.45% 19
2014
Q4 		$5.76M Buy
618,623
+30,173
+5% +$287K 1.87% 24
2014
Q3 		$5.7M Buy
+588,450
New +$5.87M 1.8% 26

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

Hilton Capital Management's IRT Position: Q1 2026 in Review

Hilton Capital Management increased its Independence Realty Trust (IRT) stake by 16% in Q1 2026, buying an estimated $349K and bringing the position to 158,061 shares worth $2.35M. The position accounts for 0.18% of the portfolio, ranked #113.

Hilton Capital Management first reported a position in IRT in Q3 2014 and has held it in 20 quarters since. The position peaked at $11.2M in Q1 2017. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Hilton Capital Management held 158,061 shares of Independence Realty Trust worth $2.35M as of Q1 2026.
  • Hilton Capital Management bought 21,272 Independence Realty Trust shares in Q1 2026, an estimated $349K.
  • Independence Realty Trust made up 0.18% of Hilton Capital Management's portfolio in Q1 2026, its #113 holding.
  • Hilton Capital Management first reported a position in Independence Realty Trust in Q3 2014 and has held it in 20 quarters since.
  • Hilton Capital Management's Independence Realty Trust position peaked at $11.2M in Q1 2017.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.