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
Q2 		$2.77M Buy
165,860
+7,799
+5% +$126K 0.19% 115
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 $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 $3.37T AUM 44.26% 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

Hilton Capital Management's IRT Position: Q2 2026 in Review

Hilton Capital Management increased its Independence Realty Trust (IRT) stake by 4.9% in Q2 2026, buying an estimated $126K and bringing the position to 165,860 shares worth $2.77M. The position accounts for 0.19% of the portfolio, ranked #115.

Hilton Capital Management first reported a position in IRT in Q3 2014 and has held it in 21 quarters since. The position peaked at $11.2M in Q1 2017. 394 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Hilton Capital Management held 165,860 shares of Independence Realty Trust worth $2.77M as of Q2 2026.
  • Hilton Capital Management bought 7,799 Independence Realty Trust shares in Q2 2026, an estimated $126K.
  • Independence Realty Trust made up 0.19% of Hilton Capital Management's portfolio in Q2 2026, its #115 holding.
  • Hilton Capital Management first reported a position in Independence Realty Trust in Q3 2014 and has held it in 21 quarters since.
  • Hilton Capital Management's Independence Realty Trust position peaked at $11.2M in Q1 2017.
  • 394 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.