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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
Q2 		$48.5K Sell
2,903
-8,550
-75% -$138K 0.02% 474
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 $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

Medallion Wealth Advisors's IRT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Independence Realty Trust (IRT) stake by 75% in Q2 2026, selling an estimated $138K and leaving 2,903 shares worth $48.5K. The position accounts for 0.02% of the portfolio, ranked #474.

Medallion Wealth Advisors first reported a position in IRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $247K in Q1 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Medallion Wealth Advisors held 2,903 shares of Independence Realty Trust worth $48.5K as of Q2 2026.
  • Medallion Wealth Advisors sold 8,550 Independence Realty Trust shares in Q2 2026, an estimated $138K.
  • Independence Realty Trust made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #474 holding.
  • Medallion Wealth Advisors first reported a position in Independence Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Independence Realty Trust position peaked at $247K in Q1 2025.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.