Kingswood Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Kingswood Wealth Advisors’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	$185K	Hold	11,062	–	–	0.01%	956
2026 Q1	$165K	Hold	11,062	–	–	0.01%	891
2025 Q4	$193K	Buy	+11,062	New	+$183K	0.01%	830
2025 Q1	–	Sell	-27,454	Closed	-$545K	–	776
2024 Q4	$545K	Buy	27,454 +16,084	+141%	+$328K	0.04%	415
2024 Q3	$233K	Sell	11,370 -4,126	-27%	-$81.3K	0.02%	638
2024 Q2	$290K	Buy	+15,496	New	+$259K	0.03%	531
2024 Q1	–	Sell	-17,196	Closed	-$263K	–	656
2023 Q4	$263K	Buy	+17,196	New	+$238K	0.03%	512

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 $3.38T AUM 44.17% 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

Kingswood Wealth Advisors's IRT Position: Q2 2026 in Review

Kingswood Wealth Advisors held its Independence Realty Trust (IRT) position steady in Q2 2026 at 11,062 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #956.

Kingswood Wealth Advisors first reported a position in IRT in Q4 2023 and has held it in 7 quarters since. The position peaked at $545K in Q4 2024. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Kingswood Wealth Advisors held 11,062 shares of Independence Realty Trust worth $185K as of Q2 2026.
Kingswood Wealth Advisors left its Independence Realty Trust share count unchanged in Q2 2026.
Independence Realty Trust made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #956 holding.
Kingswood Wealth Advisors first reported a position in Independence Realty Trust in Q4 2023 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Independence Realty Trust position peaked at $545K in Q4 2024.
396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.