IRAG
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Investment Research & Advisory Group’s Independence Realty Trust IRT Stock Holding History

Investment Research & Advisory 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
Q1 		$377K Sell
25,319
-4,668
-16% -$76.7K 0.13% 62
2025
Q4 		$524K Sell
29,987
-6,466
-18% -$107K 0.17% 56
2025
Q3 		$597K Buy
36,453
+355
+1% +$6.15K 0.2% 54
2025
Q2 		$639K Hold
36,098
– – 0.24% 52
2025
Q1 		$766K Hold
36,098
– – 0.32% 45
2024
Q4 		$716K Hold
36,098
– – 0.3% 50
2024
Q3 		$740K Hold
36,098
– – 0.31% 47
2024
Q2 		$676K Hold
36,098
– – 0.3% 49
2024
Q1 		$582K Hold
36,098
– – 0.27% 49
2023
Q4 		$552K Sell
36,098
-3,011
-8% -$41.7K 0.28% 48
2023
Q3 		$550K Buy
39,109
+1,011
+3% +$16.7K 0.31% 48
2023
Q2 		$694K Hold
38,098
– – 0.4% 45
2023
Q1 		$611K Sell
38,098
-1,000
-3% -$17.5K 0.39% 45
2022
Q4 		$659K Hold
39,098
– – 0.43% 45
2022
Q3 		$654K Hold
39,098
– – 0.49% 43
2022
Q2 		$811K Buy
39,098
+38,098
+3,810% +$917K 0.59% 39
2022
Q1 		$26K Buy
+1,000
New +$24.5K 0.02% 120
2020
Q4 		– Sell
-20,000
Closed -$232K – 152
2020
Q3 		$232K Hold
20,000
– – 0.19% 54
2020
Q2 		$229K Hold
20,000
– – 0.21% 52
2020
Q1 		$179K Buy
20,000
+10,000
+100% +$135K 0.17% 50
2019
Q4 		$141K Buy
+10,000
New +$146K 0.13% 57

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

Investment Research & Advisory Group's IRT Position: Q1 2026 in Review

Investment Research & Advisory Group reduced its Independence Realty Trust (IRT) stake by 16% in Q1 2026, selling an estimated $76.7K and leaving 25,319 shares worth $377K. The position accounts for 0.13% of the portfolio, ranked #62.

Investment Research & Advisory Group first reported a position in IRT in Q4 2019 and has held it in 21 quarters since. The position peaked at $811K in Q2 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Investment Research & Advisory Group held 25,319 shares of Independence Realty Trust worth $377K as of Q1 2026.
  • Investment Research & Advisory Group sold 4,668 Independence Realty Trust shares in Q1 2026, an estimated $76.7K.
  • Independence Realty Trust made up 0.13% of Investment Research & Advisory Group's portfolio in Q1 2026, its #62 holding.
  • Investment Research & Advisory Group first reported a position in Independence Realty Trust in Q4 2019 and has held it in 21 quarters since.
  • Investment Research & Advisory Group's Independence Realty Trust position peaked at $811K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Investment Research & Advisory Group's 13F filing for Q1 2026, filed 20 Apr 2026.