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 Q3	$1.29K	Buy	+89	New	+$1.44K	﹤0.01%	3347
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%	+$3.68K	﹤0.01%	1482
2024 Q4	$10K	Hold	504	–	–	﹤0.01%	1486
2024 Q3	$10.3K	Hold	504	–	–	﹤0.01%	1470
2024 Q2	$9.44K	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	+$27K	﹤0.01%	519

Other funds holding IRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Larson Financial Group's IRT Position: Q3 2026 in Review

Larson Financial Group opened a new position in Independence Realty Trust (IRT) in Q3 2026: 89 shares worth $1.29K. The stake represents ﹤0.01% of the portfolio and ranks #3347 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in IRT as recently as Q1 2026.

Larson Financial Group first reported a position in IRT in Q2 2022 and has held it in 17 quarters since. The position peaked at $23K in Q2 2022. 231 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Larson Financial Group held 89 shares of Independence Realty Trust worth $1.29K as of Q3 2026.
Independence Realty Trust was a new Larson Financial Group position in Q3 2026.
Independence Realty Trust made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #3347 holding.
Larson Financial Group first reported a position in Independence Realty Trust in Q2 2022 and has held it in 17 quarters since.
Larson Financial Group's Independence Realty Trust position peaked at $23K in Q2 2022.
231 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.