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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Advisory Services's IRT Position: Q1 2026 in Review

Kestra Advisory Services increased its Independence Realty Trust (IRT) stake by 95% in Q1 2026, buying an estimated $1.52M and bringing the position to 189,982 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #1099.

Kestra Advisory Services first reported a position in IRT in Q2 2022 and has held it in 11 quarters since. The position peaked at $8.51M in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Kestra Advisory Services held 189,982 shares of Independence Realty Trust worth $2.83M as of Q1 2026.
Kestra Advisory Services bought 92,390 Independence Realty Trust shares in Q1 2026, an estimated $1.52M.
Independence Realty Trust made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1099 holding.
Kestra Advisory Services first reported a position in Independence Realty Trust in Q2 2022 and has held it in 11 quarters since.
Kestra Advisory Services's Independence Realty Trust position peaked at $8.51M in Q1 2025.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.