M Holdings Securities’s Independence Realty Trust IRT Stock Holding History

M Holdings Securities’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	–	Sell	-14,230	Closed	-$249K	–	301
2025 Q4	$249K	Buy	+14,230	New	+$236K	0.02%	284
2025 Q3	–	Sell	-14,230	Closed	-$252K	–	130
2025 Q2	$252K	Buy	14,230 +230	+2%	+$4.32K	0.04%	151
2025 Q1	$297K	Sell	14,000 -500	-3%	-$10.1K	0.05%	136
2024 Q4	$288K	Sell	14,500 -500	-3%	-$10.2K	0.05%	131
2024 Q3	$308K	Sell	15,000 -1,050	-7%	-$20.7K	0.08%	85
2024 Q2	$301K	Hold	16,050	–	–	0.04%	234
2024 Q1	$259K	Sell	16,050 -2,976	-16%	-$45.5K	0.04%	126
2023 Q4	$291K	Hold	19,026	–	–	0.03%	170
2023 Q3	$268K	Buy	+19,026	New	+$314K	0.04%	185
2023 Q2	–	Sell	-19,279	Closed	-$309K	–	323
2023 Q1	$309K	Hold	19,279	–	–	0.03%	343
2022 Q4	$325K	Hold	19,279	–	–	0.03%	322
2022 Q3	$323K	Hold	19,279	–	–	0.04%	311
2022 Q2	$400K	Sell	19,279 -345	-2%	-$8.3K	0.04%	281
2022 Q1	$519K	Buy	+19,624	New	+$482K	0.04%	288

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

M Holdings Securities's IRT Position: Q1 2026 in Review

M Holdings Securities sold out of Independence Realty Trust (IRT) in Q1 2026, closing a stake of 14,230 shares — an estimated $249K sold.

M Holdings Securities first reported a position in IRT in Q1 2022 and held it in 14 quarters. The position peaked at $519K in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

M Holdings Securities reported no remaining Independence Realty Trust position as of Q1 2026 after selling out during the quarter.
M Holdings Securities sold 14,230 Independence Realty Trust shares in Q1 2026, an estimated $249K.
M Holdings Securities first reported a position in Independence Realty Trust in Q1 2022 and held it in 14 quarters.
M Holdings Securities's Independence Realty Trust position peaked at $519K in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.