JWCA
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J.W. Cole Advisors’s Independence Realty Trust IRT Stock Holding History

J.W. Cole Advisors’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 		$1.85M Sell
110,921
-11,305
-9% -$183K 0.03% 521
2026
Q1 		$1.82M Sell
122,226
-18,084
-13% -$297K 0.06% 254
2025
Q4 		$2.34M Sell
140,310
-7,368
-5% -$122K 0.06% 339
2025
Q3 		$2.42M Sell
147,678
-2,116
-1% -$36.7K 0.05% 385
2025
Q2 		$2.65M Buy
149,794
+5,231
+4% +$98.2K 0.06% 321
2025
Q1 		$3.07M Buy
144,563
+109,638
+314% +$2.21M 0.1% 218
2024
Q4 		$693K Sell
34,925
-117
-0.3% -$2.39K 0.03% 519
2024
Q3 		$718K Sell
35,042
-3,417
-9% -$67.3K 0.03% 478
2024
Q2 		$721K Sell
38,459
-1,608
-4% -$26.9K 0.03% 426
2024
Q1 		$646K Sell
40,067
-493
-1% -$7.54K 0.03% 454
2023
Q4 		$621K Sell
40,560
-2,343
-5% -$32.5K 0.04% 425
2023
Q3 		$604K Sell
42,903
-5,869
-12% -$96.8K 0.04% 369
2023
Q2 		$889K Sell
48,772
-3,136
-6% -$53.6K 0.06% 287
2023
Q1 		$832K Sell
51,908
-2,250
-4% -$39.4K 0.06% 324
2022
Q4 		$913K Sell
54,158
-9,698
-15% -$164K 0.07% 283
2022
Q3 		$1.07M Sell
63,856
-13,089
-17% -$265K 0.09% 247
2022
Q2 		$1.59M Buy
76,945
+4,441
+6% +$107K 0.13% 186
2022
Q1 		$1.92M Buy
72,504
+21,820
+43% +$536K 0.13% 182
2021
Q4 		$1.31M Buy
+50,684
New +$1.2M 0.09% 247

Other funds holding IRT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

J.W. Cole Advisors's IRT Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Independence Realty Trust (IRT) stake by 9.2% in Q2 2026, selling an estimated $183K and leaving 110,921 shares worth $1.85M. The position accounts for 0.03% of the portfolio, ranked #521.

J.W. Cole Advisors first reported a position in IRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.07M in Q1 2025. 50 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • J.W. Cole Advisors held 110,921 shares of Independence Realty Trust worth $1.85M as of Q2 2026.
  • J.W. Cole Advisors sold 11,305 Independence Realty Trust shares in Q2 2026, an estimated $183K.
  • Independence Realty Trust made up 0.03% of J.W. Cole Advisors's portfolio in Q2 2026, its #521 holding.
  • J.W. Cole Advisors first reported a position in Independence Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • J.W. Cole Advisors's Independence Realty Trust position peaked at $3.07M in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.