IFG
IRT icon

Independent Financial Group’s Independence Realty Trust IRT Stock Holding History

Independent Financial 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
Q3 		$543K Sell
37,377
-4,512
-11% -$73.2K 0.01% 972
2026
Q2 		$699K Sell
41,889
-6,506
-13% -$105K 0.01% 838
2026
Q1 		$721K Sell
48,395
-14,175
-23% -$233K 0.02% 754
2025
Q4 		$1.09M Sell
62,570
-300
-0.5% -$4.97K 0.02% 588
2025
Q3 		$1.03M Buy
62,870
+4,254
+7% +$73.7K 0.02% 587
2025
Q2 		$1.04M Sell
58,616
-121
-0.2% -$2.27K 0.03% 532
2025
Q1 		$1.25M Buy
58,737
+500
+0.9% +$10.1K 0.04% 425
2024
Q4 		$1.16M Sell
58,237
-1,798
-3% -$36.7K 0.04% 440
2024
Q3 		$1.23M Sell
60,035
-493
-0.8% -$9.71K 0.05% 385
2024
Q2 		$1.13M Sell
60,528
-7,555
-11% -$126K 0.05% 374
2024
Q1 		$1.1M Sell
68,083
-15,508
-19% -$237K 0.05% 352
2023
Q4 		$1.28M Buy
83,591
+1,446
+2% +$20K 0.07% 299
2023
Q3 		$1.16M Sell
82,145
-14,224
-15% -$235K 0.08% 285
2023
Q2 		$1.76M Buy
96,369
+8,832
+10% +$151K 0.12% 186
2023
Q1 		$1.4M Sell
87,537
-4,013
-4% -$70.3K 0.11% 211
2022
Q4 		$1.54M Sell
91,550
-6,377
-7% -$108K 0.13% 159
2022
Q3 		$1.64M Sell
97,927
-2,888
-3% -$58.4K 0.15% 132
2022
Q2 		$2.09M Sell
100,815
-10,503
-9% -$253K 0.22% 101
2022
Q1 		$2.94M Buy
111,318
+78,652
+241% +$1.93M 0.24% 85
2021
Q4 		$844K Buy
+32,666
New +$773K 0.07% 293

Other funds holding IRT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's IRT Position: Q3 2026 in Review

Independent Financial Group reduced its Independence Realty Trust (IRT) stake by 11% in Q3 2026, selling an estimated $73.2K and leaving 37,377 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #972.

Independent Financial Group first reported a position in IRT in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.94M in Q1 2022. 14 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Independent Financial Group held 37,377 shares of Independence Realty Trust worth $543K as of Q3 2026.
  • Independent Financial Group sold 4,512 Independence Realty Trust shares in Q3 2026, an estimated $73.2K.
  • Independence Realty Trust made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #972 holding.
  • Independent Financial Group first reported a position in Independence Realty Trust in Q4 2021 and has held it in 20 quarters since.
  • Independent Financial Group's Independence Realty Trust position peaked at $2.94M in Q1 2022.
  • 14 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.