Kestra Advisory Services’s Independence Realty Trust IRT Stock Holding History

Kestra Advisory Services’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	$2.88M	Sell	172,574 -17,408	-9%	-$282K	0.01%	1138
2026 Q1	$2.83M	Buy	189,982 +92,390	+95%	+$1.52M	0.01%	1099
2025 Q4	$1.71M	Sell	97,592 -2,347	-2%	-$38.9K	0.01%	1308
2025 Q3	$1.64M	Sell	99,939 -105,693	-51%	-$1.83M	0.01%	1269
2025 Q2	$3.64M	Sell	205,632 -195,172	-49%	-$3.66M	0.02%	783
2025 Q1	$8.51M	Buy	400,804 +11,250	+3%	+$227K	0.04%	394
2024 Q4	$7.73M	Buy	389,554 +379,676	+3,844%	+$7.75M	0.04%	431
2024 Q3	$204K	Sell	9,878 -391,330	-98%	-$7.71M	﹤0.01%	2360
2024 Q2	$7.58M	Buy	401,208 +285,685	+247%	+$4.78M	0.04%	445
2024 Q1	$1.88M	Buy	+115,523	New	+$1.77M	0.01%	907
2023 Q3	–	Sell	-23,284	Closed	-$428K	–	2171
2023 Q2	$428K	Buy	+23,284	New	+$398K	﹤0.01%	1404
2022 Q3	–	Sell	-141,449	Closed	-$2.93M	–	2173
2022 Q2	$2.93M	Buy	+141,449	New	+$3.4M	0.03%	533

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 $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Kestra Advisory Services's IRT Position: Q2 2026 in Review

Kestra Advisory Services reduced its Independence Realty Trust (IRT) stake by 9.2% in Q2 2026, selling an estimated $282K and leaving 172,574 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #1138.

Kestra Advisory Services first reported a position in IRT in Q2 2022 and has held it in 12 quarters since. The position peaked at $8.51M in Q1 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Kestra Advisory Services held 172,574 shares of Independence Realty Trust worth $2.88M as of Q2 2026.
Kestra Advisory Services sold 17,408 Independence Realty Trust shares in Q2 2026, an estimated $282K.
Independence Realty Trust made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1138 holding.
Kestra Advisory Services first reported a position in Independence Realty Trust in Q2 2022 and has held it in 12 quarters since.
Kestra Advisory Services's Independence Realty Trust position peaked at $8.51M in Q1 2025.
395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.