Mackenzie Financial
IRT icon

Mackenzie Financial’s Independence Realty Trust IRT Stock Holding History

Mackenzie Financial’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
-16,071
Closed -$285K – 1583
2025
Q4 		$285K Buy
16,071
+222
+1% +$3.68K ﹤0.01% 1407
2025
Q3 		$260K Buy
15,849
+14
+0.1% +$242 ﹤0.01% 1467
2025
Q2 		$280K Buy
15,835
+465
+3% +$8.73K ﹤0.01% 1424
2025
Q1 		$326K Sell
15,370
-21
-0.1% -$423 ﹤0.01% 1353
2024
Q4 		$305K Buy
15,391
+7
+0% +$143 ﹤0.01% 1376
2024
Q3 		$315K Buy
15,384
+884
+6% +$17.4K ﹤0.01% 1163
2024
Q2 		$272K Sell
14,500
-1
-0% -$17 ﹤0.01% 1200
2024
Q1 		$234K Sell
14,501
-7
-0% -$107 ﹤0.01% 1279
2023
Q4 		$222K Sell
14,508
-4,298
-23% -$59.5K ﹤0.01% 1285
2023
Q3 		$255K Sell
18,806
-58
-0.3% -$957 ﹤0.01% 1194
2023
Q2 		$349K Buy
18,864
+31
+0.2% +$529 ﹤0.01% 1125
2023
Q1 		$302K Sell
18,833
-79
-0.4% -$1.38K ﹤0.01% 1182
2022
Q4 		$319K Sell
18,912
-501
-3% -$8.47K ﹤0.01% 1076
2022
Q3 		$325K Sell
19,413
-1,311
-6% -$26.5K ﹤0.01% 1061
2022
Q2 		$430K Buy
20,724
+5,601
+37% +$135K ﹤0.01% 974
2022
Q1 		$400K Buy
+15,123
New +$371K ﹤0.01% 1032

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mackenzie Financial's IRT Position: Q1 2026 in Review

Mackenzie Financial sold out of Independence Realty Trust (IRT) in Q1 2026, closing a stake of 16,071 shares — an estimated $285K sold.

Mackenzie Financial first reported a position in IRT in Q1 2022 and held it in 16 quarters. The position peaked at $430K in Q2 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Mackenzie Financial reported no remaining Independence Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Mackenzie Financial sold 16,071 Independence Realty Trust shares in Q1 2026, an estimated $285K.
  • Mackenzie Financial first reported a position in Independence Realty Trust in Q1 2022 and held it in 16 quarters.
  • Mackenzie Financial's Independence Realty Trust position peaked at $430K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.