Jones Financial Companies
IRT icon

Jones Financial Companies’s Independence Realty Trust IRT Stock Holding History

Jones Financial Companies’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 		$176K Buy
11,942
+7,074
+145% +$116K ﹤0.01% 2449
2025
Q4 		$85.1K Buy
4,868
+2,223
+84% +$36.8K ﹤0.01% 2272
2025
Q3 		$43.7K Sell
2,645
-194
-7% -$3.36K ﹤0.01% 2439
2025
Q2 		$49.9K Buy
2,839
+494
+21% +$9.27K ﹤0.01% 2227
2025
Q1 		$48.9K Sell
2,345
-146
-6% -$2.94K ﹤0.01% 2074
2024
Q4 		$49.4K Buy
2,491
+1,000
+67% +$20.4K ﹤0.01% 1887
2024
Q3 		$30.6K Buy
1,491
+161
+12% +$3.17K ﹤0.01% 1808
2024
Q2 		$24.9K Buy
+1,330
New +$22.2K ﹤0.01% 1474

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

Jones Financial Companies's IRT Position: Q1 2026 in Review

Jones Financial Companies increased its Independence Realty Trust (IRT) stake by 145% in Q1 2026, buying an estimated $116K and bringing the position to 11,942 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2449.

Jones Financial Companies first reported a position in IRT in Q2 2024 and has held it in 8 quarters since. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Jones Financial Companies held 11,942 shares of Independence Realty Trust worth $176K as of Q1 2026.
  • Jones Financial Companies bought 7,074 Independence Realty Trust shares in Q1 2026, an estimated $116K.
  • Independence Realty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2449 holding.
  • Jones Financial Companies first reported a position in Independence Realty Trust in Q2 2024 and has held it in 8 quarters since.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.