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
Q2 		$351K Buy
20,764
+8,822
+74% +$143K ﹤0.01% 2356
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 $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 $3.38T AUM 44.17% 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

Jones Financial Companies's IRT Position: Q2 2026 in Review

Jones Financial Companies increased its Independence Realty Trust (IRT) stake by 74% in Q2 2026, buying an estimated $143K and bringing the position to 20,764 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Jones Financial Companies first reported a position in IRT in Q2 2024 and has held it in 9 quarters since. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Jones Financial Companies held 20,764 shares of Independence Realty Trust worth $351K as of Q2 2026.
  • Jones Financial Companies bought 8,822 Independence Realty Trust shares in Q2 2026, an estimated $143K.
  • Independence Realty Trust made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2356 holding.
  • Jones Financial Companies first reported a position in Independence Realty Trust in Q2 2024 and has held it in 9 quarters since.
  • 396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.