Larson Financial Group’s Independence Realty Trust IRT Stock Holding History

Larson Financial Group’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	$1.18K	Sell	79 -425	-84%	-$6.98K	﹤0.01%	3107
2025 Q4	$8.81K	Hold	504	–	–	﹤0.01%	2187
2025 Q3	$8.26K	Hold	504	–	–	﹤0.01%	2114
2025 Q2	$8.92K	Sell	504 -183	-27%	-$3.43K	﹤0.01%	1865
2025 Q1	$14.6K	Buy	687 +183	+36%	+$3.69K	﹤0.01%	1482
2024 Q4	$10K	Hold	504	–	–	﹤0.01%	1486
2024 Q3	$10.3K	Hold	504	–	–	﹤0.01%	1470
2024 Q2	$9.45K	Hold	504	–	–	﹤0.01%	1283
2024 Q1	$8.13K	Hold	504	–	–	﹤0.01%	1094
2023 Q4	$7.71K	Hold	504	–	–	﹤0.01%	1082
2023 Q3	$7.09K	Hold	504	–	–	﹤0.01%	1090
2023 Q2	$9.18K	Hold	504	–	–	﹤0.01%	962
2023 Q1	$8.08K	Hold	504	–	–	﹤0.01%	987
2022 Q4	$8.5K	Sell	504 -13	-3%	-$220	﹤0.01%	908
2022 Q3	$9K	Sell	517 -603	-54%	-$12.2K	﹤0.01%	817
2022 Q2	$23K	Buy	+1,120	New	+$26.9K	﹤0.01%	519

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

Larson Financial Group's IRT Position: Q1 2026 in Review

Larson Financial Group reduced its Independence Realty Trust (IRT) stake by 84% in Q1 2026, selling an estimated $6.98K and leaving 79 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3107.

Larson Financial Group first reported a position in IRT in Q2 2022 and has held it in 16 quarters since. The position peaked at $23K in Q2 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Larson Financial Group held 79 shares of Independence Realty Trust worth $1.18K as of Q1 2026.
Larson Financial Group sold 425 Independence Realty Trust shares in Q1 2026, an estimated $6.98K.
Independence Realty Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3107 holding.
Larson Financial Group first reported a position in Independence Realty Trust in Q2 2022 and has held it in 16 quarters since.
Larson Financial Group's Independence Realty Trust position peaked at $23K in Q2 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.