Kovitz Investment Group Partners’s Independence Realty Trust IRT Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-18,000	Closed	-$295K	–	877
2025 Q3	$295K	Hold	18,000	–	–	﹤0.01%	1209
2025 Q2	$318K	Hold	18,000	–	–	﹤0.01%	1120
2025 Q1	$382K	Hold	18,000	–	–	﹤0.01%	982
2024 Q4	$357K	Hold	18,000	–	–	﹤0.01%	996
2024 Q3	$369K	Hold	18,000	–	–	﹤0.01%	821
2024 Q2	$337K	Hold	18,000	–	–	﹤0.01%	715
2024 Q1	$290K	Hold	18,000	–	–	﹤0.01%	588
2023 Q4	$275K	Hold	18,000	–	–	﹤0.01%	369
2023 Q3	$253K	Hold	18,000	–	–	﹤0.01%	367
2023 Q2	$328K	Buy	+18,000	New	+$307K	﹤0.01%	366

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's IRT Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 18,000 shares — an estimated $295K sold.

Kovitz Investment Group Partners first reported a position in IRT in Q2 2023 and held it in 10 quarters. The position peaked at $382K in Q1 2025. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 18,000 Independence Realty Trust shares in Q4 2025, an estimated $295K.
Kovitz Investment Group Partners first reported a position in Independence Realty Trust in Q2 2023 and held it in 10 quarters.
Kovitz Investment Group Partners's Independence Realty Trust position peaked at $382K in Q1 2025.
374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.