LPL Financial’s Independence Realty Trust IRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.94M | Sell |
331,520
-15,105
| -4% | -$248K | ﹤0.01% | 2635 |
|
|
2025
Q4 | $6.06M | Sell |
346,625
-18,768
| -5% | -$311K | ﹤0.01% | 2372 |
|
|
2025
Q3 | $5.99M | Buy |
365,393
+6,900
| +2% | +$120K | ﹤0.01% | 2306 |
|
|
2025
Q2 | $6.34M | Sell |
358,493
-19,752
| -5% | -$371K | ﹤0.01% | 2125 |
|
|
2025
Q1 | $8.03M | Sell |
378,245
-13,018
| -3% | -$262K | ﹤0.01% | 1768 |
|
|
2024
Q4 | $7.76M | Sell |
391,263
-3,824
| -1% | -$78.1K | ﹤0.01% | 1734 |
|
|
2024
Q3 | $8.1M | Buy |
395,087
+65,297
| +20% | +$1.29M | ﹤0.01% | 1628 |
|
|
2024
Q2 | $6.18M | Buy |
329,790
+4,330
| +1% | +$72.4K | ﹤0.01% | 1702 |
|
|
2024
Q1 | $5.25M | Buy |
325,460
+77,437
| +31% | +$1.18M | ﹤0.01% | 1734 |
|
|
2023
Q4 | $3.79M | Buy |
248,023
+30,544
| +14% | +$423K | ﹤0.01% | 1877 |
|
|
2023
Q3 | $3.06M | Sell |
217,479
-16,992
| -7% | -$280K | ﹤0.01% | 1945 |
|
|
2023
Q2 | $4.27M | Sell |
234,471
-10,569
| -4% | -$180K | ﹤0.01% | 1661 |
|
|
2023
Q1 | $3.93M | Sell |
245,040
-66,854
| -21% | -$1.17M | ﹤0.01% | 1660 |
|
|
2022
Q4 | $5.26M | Sell |
311,894
-54,739
| -15% | -$926K | ﹤0.01% | 1419 |
|
|
2022
Q3 | $6.13M | Buy |
366,633
+3,261
| +0.9% | +$66K | 0.01% | 1238 |
|
|
2022
Q2 | $7.53M | Buy |
363,372
+88,504
| +32% | +$2.13M | 0.01% | 1127 |
|
|
2022
Q1 | $7.27M | Buy |
274,868
+81,207
| +42% | +$1.99M | 0.01% | 1194 |
|
|
2021
Q4 | $5M | Buy |
193,661
+182,569
| +1,646% | +$4.32M | ﹤0.01% | 1463 |
|
|
2021
Q3 | $226K | Buy |
+11,092
| New | +$220K | ﹤0.01% | 3870 |
|
|
2021
Q1 | – | Sell |
-21,460
| Closed | -$288K | – | 4121 |
|
|
2020
Q4 | $288K | Buy |
21,460
+7,339
| +52% | +$93.8K | ﹤0.01% | 3229 |
|
|
2020
Q3 | $164K | Sell |
14,121
-62,224
| -82% | -$713K | ﹤0.01% | 3258 |
|
|
2020
Q2 | $877K | Buy |
76,345
+66,261
| +657% | +$661K | ﹤0.01% | 1921 |
|
|
2020
Q1 | $90K | Sell |
10,084
-1,007
| -9% | -$13.6K | ﹤0.01% | 3015 |
|
|
2019
Q4 | $156K | Sell |
11,091
-35,150
| -76% | -$512K | ﹤0.01% | 3158 |
|
|
2019
Q3 | $662K | Sell |
46,241
-10,899
| -19% | -$143K | ﹤0.01% | 2048 |
|
|
2019
Q2 | $661K | Sell |
57,140
-4,954
| -8% | -$54.4K | ﹤0.01% | 2038 |
|
|
2019
Q1 | $670K | Buy |
62,094
+5,013
| +9% | +$51.5K | ﹤0.01% | 1962 |
|
|
2018
Q4 | $524K | Sell |
57,081
-2,892
| -5% | -$28.5K | ﹤0.01% | 2003 |
|
|
2018
Q3 | $632K | Buy |
+59,973
| New | +$613K | ﹤0.01% | 2050 |
|
|
2017
Q3 | – | Sell |
-62,066
| Closed | -$613K | – | 2899 |
|
|
2017
Q2 | $613K | Sell |
62,066
-51,021
| -45% | -$485K | ﹤0.01% | 1728 |
|
|
2017
Q1 | $1.06M | Buy |
113,087
+55,947
| +98% | +$510K | 0.01% | 1225 |
|
|
2016
Q4 | $514K | Buy |
+57,140
| New | +$494K | ﹤0.01% | 1729 |
|
|
2016
Q1 | – | Sell |
-12,175
| Closed | -$91K | – | 3162 |
|
|
2015
Q4 | $91K | Buy |
+12,175
| New | +$92.6K | ﹤0.01% | 2997 |
|
Other funds holding IRT
VPM
VCM
NAMI
LPL Financial's IRT Position: Q1 2026 in Review
LPL Financial reduced its Independence Realty Trust (IRT) stake by 4.4% in Q1 2026, selling an estimated $248K and leaving 331,520 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2635.
LPL Financial first reported a position in IRT in Q4 2015 and has held it in 33 quarters since. The position peaked at $8.1M in Q3 2024. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.
- LPL Financial held 331,520 shares of Independence Realty Trust worth $4.94M as of Q1 2026.
- LPL Financial sold 15,105 Independence Realty Trust shares in Q1 2026, an estimated $248K.
- Independence Realty Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2635 holding.
- LPL Financial first reported a position in Independence Realty Trust in Q4 2015 and has held it in 33 quarters since.
- LPL Financial's Independence Realty Trust position peaked at $8.1M in Q3 2024.
- 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.