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Medallion Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Medallion Wealth Advisors’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 		$171K Hold
11,453
– – 0.06% 272
2025
Q4 		$200K Buy
11,453
+965
+9% +$16K 0.07% 243
2025
Q3 		$172K Sell
10,488
-2,622
-20% -$45.4K 0.06% 251
2025
Q2 		$232K Buy
13,110
+1,474
+13% +$27.7K 0.09% 211
2025
Q1 		$247K Hold
11,636
– – 0.11% 176
2024
Q4 		$245K Buy
+11,636
New +$238K 0.12% 165

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

Medallion Wealth Advisors's IRT Position: Q1 2026 in Review

Medallion Wealth Advisors held its Independence Realty Trust (IRT) position steady in Q1 2026 at 11,453 shares worth $171K. The position accounts for 0.06% of the portfolio, ranked #272.

Medallion Wealth Advisors first reported a position in IRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $247K in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Medallion Wealth Advisors held 11,453 shares of Independence Realty Trust worth $171K as of Q1 2026.
  • Medallion Wealth Advisors left its Independence Realty Trust share count unchanged in Q1 2026.
  • Independence Realty Trust made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #272 holding.
  • Medallion Wealth Advisors first reported a position in Independence Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Independence Realty Trust position peaked at $247K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.