IFG
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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
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

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

Independent Financial Group's IRT Position: Q2 2026 in Review

Independent Financial Group reduced its Independence Realty Trust (IRT) stake by 13% in Q2 2026, selling an estimated $105K and leaving 41,889 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #838.

Independent Financial Group first reported a position in IRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.94M in Q1 2022. 394 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Independent Financial Group held 41,889 shares of Independence Realty Trust worth $699K as of Q2 2026.
  • Independent Financial Group sold 6,506 Independence Realty Trust shares in Q2 2026, an estimated $105K.
  • Independence Realty Trust made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #838 holding.
  • Independent Financial Group first reported a position in Independence Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Independence Realty Trust position peaked at $2.94M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.