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Kovack Advisors’s Independence Realty Trust IRT Stock Holding History

Kovack 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
2025
Q1 		– Sell
-17,154
Closed -$340K – 607
2024
Q4 		$340K Sell
17,154
-68
-0.4% -$1.39K 0.03% 414
2024
Q3 		$353K Buy
+17,222
New +$339K 0.04% 397
2022
Q1 		– Sell
-7,929
Closed -$205K – 774
2021
Q4 		$205K Buy
+7,929
New +$188K 0.02% 663

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kovack Advisors's IRT Position: Q1 2025 in Review

Kovack Advisors sold out of Independence Realty Trust (IRT) in Q1 2025, closing a stake of 17,154 shares — an estimated $340K sold.

Kovack Advisors first reported a position in IRT in Q4 2021 and held it in 3 quarters. The position peaked at $353K in Q3 2024. 406 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

  • Kovack Advisors reported no remaining Independence Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Kovack Advisors sold 17,154 Independence Realty Trust shares in Q1 2025, an estimated $340K.
  • Kovack Advisors first reported a position in Independence Realty Trust in Q4 2021 and held it in 3 quarters.
  • Kovack Advisors's Independence Realty Trust position peaked at $353K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.