Keystone Wealth Services’s Independence Realty Trust IRT Stock Holding History

Keystone 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	$449K	Hold	30,166	–	–	0.1%	203
2025 Q4	$527K	Hold	30,166	–	–	0.11%	143
2025 Q3	$494K	Hold	30,166	–	–	0.11%	180
2025 Q2	$534K	Hold	30,166	–	–	0.13%	169
2025 Q1	$640K	Hold	30,166	–	–	0.17%	126
2024 Q4	$598K	Hold	30,166	–	–	0.16%	128
2024 Q3	$618K	Hold	30,166	–	–	0.17%	120
2024 Q2	$565K	Hold	30,166	–	–	0.18%	121
2024 Q1	$487K	Hold	30,166	–	–	0.16%	129
2023 Q4	$462K	Hold	30,166	–	–	0.16%	125
2023 Q3	$424K	Hold	30,166	–	–	0.16%	128
2023 Q2	$550K	Hold	30,166	–	–	0.21%	107
2023 Q1	$484K	Hold	30,166	–	–	0.2%	115
2022 Q4	$509K	Hold	30,166	–	–	0.22%	102
2022 Q3	$505K	Hold	30,166	–	–	0.24%	82
2022 Q2	$625K	Hold	30,166	–	–	0.28%	76
2022 Q1	$798K	Sell	30,166 -34,908	-54%	-$857K	0.32%	69
2021 Q4	$1.68M	Buy	+65,074	New	+$1.54M	0.68%	34

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

Keystone Wealth Services's IRT Position: Q1 2026 in Review

Keystone Wealth Services held its Independence Realty Trust (IRT) position steady in Q1 2026 at 30,166 shares worth $449K. The position accounts for 0.1% of the portfolio, ranked #203.

Keystone Wealth Services first reported a position in IRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2021. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Keystone Wealth Services held 30,166 shares of Independence Realty Trust worth $449K as of Q1 2026.
Keystone Wealth Services left its Independence Realty Trust share count unchanged in Q1 2026.
Independence Realty Trust made up 0.1% of Keystone Wealth Services's portfolio in Q1 2026, its #203 holding.
Keystone Wealth Services first reported a position in Independence Realty Trust in Q4 2021 and has held it in 18 quarters since.
Keystone Wealth Services's Independence Realty Trust position peaked at $1.68M in Q4 2021.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.