Johnson Financial Group Inc (Wisconsin)’s Independence Realty Trust IRT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	–	Sell	-1,054	Closed	-$18.6K	–	940
2025 Q4	$18.6K	Buy	+1,054	New	+$17.5K	﹤0.01%	596
2025 Q1	–	Sell	-214	Closed	-$4.11K	–	903
2024 Q4	$4.11K	Buy	+214	New	+$4.37K	﹤0.01%	745
2022 Q2	–	Sell	-1,429	Closed	-$38K	–	714
2022 Q1	$38K	Hold	1,429	–	–	﹤0.01%	469
2021 Q4	$37K	Buy	+1,429	New	+$33.8K	﹤0.01%	497

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IRT Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Independence Realty Trust (IRT) in Q1 2026, closing a stake of 1,054 shares — an estimated $18.6K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IRT in Q4 2021 and held it in 4 quarters. The position peaked at $38K in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Independence Realty Trust position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,054 Independence Realty Trust shares in Q1 2026, an estimated $18.6K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Independence Realty Trust in Q4 2021 and held it in 4 quarters.
Johnson Financial Group Inc (Wisconsin)'s Independence Realty Trust position peaked at $38K in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.