Mather Group’s Independence Realty Trust IRT Stock Holding History

Mather Group’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 Q3	$113K	Hold	7,774	–	–	﹤0.01%	931
2026 Q2	$130K	Hold	7,774	–	–	﹤0.01%	877
2026 Q1	$116K	Buy	+7,774	New	+$128K	﹤0.01%	861
2025 Q4	–	Sell	-7,979	Closed	-$131K	–	1137
2025 Q3	$131K	Buy	+7,979	New	+$138K	﹤0.01%	718
2025 Q2	–	Sell	-7,979	Closed	-$169K	–	1158
2025 Q1	$169K	Buy	7,979 +205	+3%	+$4.13K	﹤0.01%	637
2024 Q4	$154K	Hold	7,774	–	–	﹤0.01%	644
2024 Q3	$159K	Buy	+7,774	New	+$153K	﹤0.01%	638

Other funds holding IRT

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Slocum, Gordon & Co Newport, Rhode Island $143M AUM 22.41% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mather Group's IRT Position: Q3 2026 in Review

Mather Group held its Independence Realty Trust (IRT) position steady in Q3 2026 at 7,774 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Mather Group first reported a position in IRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $169K in Q1 2025. 55 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Mather Group held 7,774 shares of Independence Realty Trust worth $113K as of Q3 2026.
Mather Group left its Independence Realty Trust share count unchanged in Q3 2026.
Independence Realty Trust made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #931 holding.
Mather Group first reported a position in Independence Realty Trust in Q3 2024 and has held it in 7 quarters since.
Mather Group's Independence Realty Trust position peaked at $169K in Q1 2025.
55 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.