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 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 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

Massachusetts Financial Services's IRT Position: Q1 2026 in Review

Massachusetts Financial Services reduced its Independence Realty Trust (IRT) stake by 18% in Q1 2026, selling an estimated $10.9M and leaving 3,091,287 shares worth $46M. The position accounts for 0.02% of the portfolio, ranked #486.

Massachusetts Financial Services first reported a position in IRT in Q2 2024 and has held it in 8 quarters since. The position peaked at $87.2M in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Massachusetts Financial Services held 3,091,287 shares of Independence Realty Trust worth $46M as of Q1 2026.
Massachusetts Financial Services sold 665,534 Independence Realty Trust shares in Q1 2026, an estimated $10.9M.
Independence Realty Trust made up 0.02% of Massachusetts Financial Services's portfolio in Q1 2026, its #486 holding.
Massachusetts Financial Services first reported a position in Independence Realty Trust in Q2 2024 and has held it in 8 quarters since.
Massachusetts Financial Services's Independence Realty Trust position peaked at $87.2M in Q1 2025.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.