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Integrated Wealth Concepts’s Independence Realty Trust IRT Stock Holding History

Integrated Wealth Concepts’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 		$365K Buy
24,530
+1,194
+5% +$19.6K ﹤0.01% 1733
2025
Q4 		$408K Buy
23,336
+4,617
+25% +$76.5K ﹤0.01% 1178
2025
Q3 		$307K Sell
18,719
-489
-3% -$8.47K ﹤0.01% 1616
2025
Q2 		$340K Buy
19,208
+3,566
+23% +$66.9K ﹤0.01% 1486
2025
Q1 		$332K Sell
15,642
-767
-5% -$15.4K ﹤0.01% 1351
2024
Q4 		$326K Buy
16,409
+206
+1% +$4.21K ﹤0.01% 1321
2024
Q3 		$332K Buy
16,203
+6
+0% +$118 ﹤0.01% 1271
2024
Q2 		$304K Sell
16,197
-30
-0.2% -$501 ﹤0.01% 1311
2024
Q1 		$262K Buy
16,227
+9
+0.1% +$138 ﹤0.01% 1395
2023
Q4 		$248K Buy
16,218
+31
+0.2% +$429 ﹤0.01% 1356
2023
Q3 		$228K Buy
16,187
+6
+0% +$99 ﹤0.01% 1359
2023
Q2 		$295K Sell
16,181
-44
-0.3% -$751 0.01% 1228
2023
Q1 		$260K Buy
16,225
+1,989
+14% +$34.9K 0.01% 1120
2022
Q4 		$240K Sell
14,236
-1,221
-8% -$20.7K 0.01% 885
2022
Q3 		$259K Buy
15,457
+5
+0% +$101 0.01% 784
2022
Q2 		$320K Buy
15,452
+506
+3% +$12.2K 0.01% 742
2022
Q1 		$395K Buy
+14,946
New +$367K 0.01% 645

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

Integrated Wealth Concepts's IRT Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Independence Realty Trust (IRT) stake by 5.1% in Q1 2026, buying an estimated $19.6K and bringing the position to 24,530 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Integrated Wealth Concepts first reported a position in IRT in Q1 2022 and has held it in 17 quarters since. The position peaked at $408K in Q4 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Integrated Wealth Concepts held 24,530 shares of Independence Realty Trust worth $365K as of Q1 2026.
  • Integrated Wealth Concepts bought 1,194 Independence Realty Trust shares in Q1 2026, an estimated $19.6K.
  • Independence Realty Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1733 holding.
  • Integrated Wealth Concepts first reported a position in Independence Realty Trust in Q1 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Independence Realty Trust position peaked at $408K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.