LFG
IRT icon

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
Q2 		– Sell
-79
Closed -$1.18K – 3861
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's IRT Position: Q2 2026 in Review

Larson Financial Group sold out of Independence Realty Trust (IRT) in Q2 2026, closing a stake of 79 shares — an estimated $1.18K sold.

Larson Financial Group first reported a position in IRT in Q2 2022 and held it in 16 quarters. The position peaked at $23K in Q2 2022. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Larson Financial Group reported no remaining Independence Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 79 Independence Realty Trust shares in Q2 2026, an estimated $1.18K.
  • Larson Financial Group first reported a position in Independence Realty Trust in Q2 2022 and held it in 16 quarters.
  • Larson Financial Group's Independence Realty Trust position peaked at $23K in Q2 2022.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.