IW
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Integrated Wealthcare’s Independence Realty Trust IRT Stock Holding History

Integrated Wealthcare’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 		$213K Sell
12,790
-997
-7% -$16.1K 0.16% 29
2026
Q1 		$205K Hold
13,787
– – 0.17% 28
2025
Q4 		$241K Buy
+13,787
New +$229K 0.2% 28

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

Integrated Wealthcare's IRT Position: Q2 2026 in Review

Integrated Wealthcare reduced its Independence Realty Trust (IRT) stake by 7.2% in Q2 2026, selling an estimated $16.1K and leaving 12,790 shares worth $213K. The position accounts for 0.16% of the portfolio, ranked #29.

Integrated Wealthcare first reported a position in IRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q4 2025. 392 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Integrated Wealthcare held 12,790 shares of Independence Realty Trust worth $213K as of Q2 2026.
  • Integrated Wealthcare sold 997 Independence Realty Trust shares in Q2 2026, an estimated $16.1K.
  • Independence Realty Trust made up 0.16% of Integrated Wealthcare's portfolio in Q2 2026, its #29 holding.
  • Integrated Wealthcare first reported a position in Independence Realty Trust in Q4 2025 and has held it in 3 quarters since.
  • Integrated Wealthcare's Independence Realty Trust position peaked at $241K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Integrated Wealthcare's 13F filing for Q2 2026, filed 24 Jul 2026.