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JPL Wealth Management’s Independence Realty Trust IRT Stock Holding History

JPL Wealth Management’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 		$3.08K Buy
+207
New +$3.4K ﹤0.01% 826
2025
Q4 		– Sell
-95
Closed -$1.56K – 612
2025
Q3 		$1.56K Buy
+95
New +$1.65K ﹤0.01% 917

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

JPL Wealth Management's IRT Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Independence Realty Trust (IRT) in Q1 2026: 207 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in IRT as recently as Q3 2025.

JPL Wealth Management first reported a position in IRT in Q3 2025 and has held it in 2 quarters since. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • JPL Wealth Management held 207 shares of Independence Realty Trust worth $3.08K as of Q1 2026.
  • Independence Realty Trust was a new JPL Wealth Management position in Q1 2026.
  • Independence Realty Trust made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #826 holding.
  • JPL Wealth Management first reported a position in Independence Realty Trust in Q3 2025 and has held it in 2 quarters since.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.