KWA
IRT icon

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
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
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

Kingswood Wealth Advisors's IRT Position: Q1 2026 in Review

Kingswood Wealth Advisors held its Independence Realty Trust (IRT) position steady in Q1 2026 at 11,062 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #891.

Kingswood Wealth Advisors first reported a position in IRT in Q4 2023 and has held it in 6 quarters since. The position peaked at $545K in Q4 2024. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Kingswood Wealth Advisors held 11,062 shares of Independence Realty Trust worth $165K as of Q1 2026.
  • Kingswood Wealth Advisors left its Independence Realty Trust share count unchanged in Q1 2026.
  • Independence Realty Trust made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #891 holding.
  • Kingswood Wealth Advisors first reported a position in Independence Realty Trust in Q4 2023 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's Independence Realty Trust position peaked at $545K in Q4 2024.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.