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Kestra Private Wealth Services’s Independence Realty Trust IRT Stock Holding History

Kestra Private Wealth 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 		$825K Sell
55,410
-5,311
-9% -$87.2K 0.01% 937
2025
Q4 		$1.06M Sell
60,721
-1,518
-2% -$25.2K 0.01% 787
2025
Q3 		$1.02M Buy
62,239
+189
+0.3% +$3.27K 0.01% 768
2025
Q2 		$1.1M Sell
62,050
-31
-0% -$582 0.02% 706
2025
Q1 		$1.32M Sell
62,081
-624
-1% -$12.6K 0.02% 582
2024
Q4 		$1.24M Sell
62,705
-2,585
-4% -$52.8K 0.02% 571
2024
Q3 		$1.35M Sell
65,290
-2,227
-3% -$43.9K 0.02% 525
2024
Q2 		$1.28M Sell
67,517
-78
-0.1% -$1.3K 0.03% 502
2024
Q1 		$1.1M Buy
67,595
+2,609
+4% +$39.9K 0.02% 529
2023
Q4 		$994K Buy
+64,986
New +$900K 0.03% 531
2023
Q2 		– Sell
-102,388
Closed -$1.64M – 1113
2023
Q1 		$1.64M Buy
+102,388
New +$1.79M 0.07% 305
2022
Q4 		– Sell
-113,595
Closed -$1.9M – 945
2022
Q3 		$1.9M Sell
113,595
-27,854
-20% -$564K 0.11% 213
2022
Q2 		$2.93M Sell
141,449
-3,139
-2% -$75.5K 0.17% 147
2022
Q1 		$3.82M Buy
+144,588
New +$3.55M 0.19% 127

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

Kestra Private Wealth Services's IRT Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Independence Realty Trust (IRT) stake by 8.7% in Q1 2026, selling an estimated $87.2K and leaving 55,410 shares worth $825K. The position accounts for 0.01% of the portfolio, ranked #937.

Kestra Private Wealth Services first reported a position in IRT in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.82M in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Kestra Private Wealth Services held 55,410 shares of Independence Realty Trust worth $825K as of Q1 2026.
  • Kestra Private Wealth Services sold 5,311 Independence Realty Trust shares in Q1 2026, an estimated $87.2K.
  • Independence Realty Trust made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #937 holding.
  • Kestra Private Wealth Services first reported a position in Independence Realty Trust in Q1 2022 and has held it in 14 quarters since.
  • Kestra Private Wealth Services's Independence Realty Trust position peaked at $3.82M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.