Massachusetts Financial Services
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Massachusetts Financial Services’s Independence Realty Trust IRT Stock Holding History

Massachusetts Financial Services’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 		$35.2M Sell
2,107,570
-983,717
-32% -$15.9M 0.01% 567
2026
Q1 		$46M Sell
3,091,287
-665,534
-18% -$10.9M 0.02% 486
2025
Q4 		$65.7M Buy
3,756,821
+45,089
+1% +$747K 0.02% 436
2025
Q3 		$60.8M Sell
3,711,732
-231,966
-6% -$4.02M 0.02% 437
2025
Q2 		$69.8M Sell
3,943,698
-165,646
-4% -$3.11M 0.02% 432
2025
Q1 		$87.2M Sell
4,109,344
-270,906
-6% -$5.46M 0.03% 397
2024
Q4 		$86.9M Buy
4,380,250
+352,307
+9% +$7.19M 0.03% 404
2024
Q3 		$82.6M Buy
4,027,943
+2,829,247
+236% +$55.7M 0.02% 418
2024
Q2 		$22.5M Buy
+1,198,696
New +$20M 0.01% 569

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

Massachusetts Financial Services's IRT Position: Q2 2026 in Review

Massachusetts Financial Services reduced its Independence Realty Trust (IRT) stake by 32% in Q2 2026, selling an estimated $15.9M and leaving 2,107,570 shares worth $35.2M. The position accounts for 0.01% of the portfolio, ranked #567.

Massachusetts Financial Services first reported a position in IRT in Q2 2024 and has held it in 9 quarters since. The position peaked at $87.2M in Q1 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Massachusetts Financial Services held 2,107,570 shares of Independence Realty Trust worth $35.2M as of Q2 2026.
  • Massachusetts Financial Services sold 983,717 Independence Realty Trust shares in Q2 2026, an estimated $15.9M.
  • Independence Realty Trust made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #567 holding.
  • Massachusetts Financial Services first reported a position in Independence Realty Trust in Q2 2024 and has held it in 9 quarters since.
  • Massachusetts Financial Services's Independence Realty Trust position peaked at $87.2M in Q1 2025.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.