Merit Financial Group
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Merit Financial Group’s Independence Realty Trust IRT Stock Holding History

Merit Financial 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 		$251K Buy
17,247
+5,965
+53% +$96.8K ﹤0.01% 2041
2026
Q2 		$188K Buy
11,282
+1,278
+13% +$20.7K ﹤0.01% 2135
2026
Q1 		$149K Buy
+10,004
New +$164K ﹤0.01% 1979

Other funds holding IRT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Merit Financial Group's IRT Position: Q3 2026 in Review

Merit Financial Group increased its Independence Realty Trust (IRT) stake by 53% in Q3 2026, buying an estimated $96.8K and bringing the position to 17,247 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Merit Financial Group first reported a position in IRT in Q1 2026 and has held it in 3 quarters since. 231 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Merit Financial Group held 17,247 shares of Independence Realty Trust worth $251K as of Q3 2026.
  • Merit Financial Group bought 5,965 Independence Realty Trust shares in Q3 2026, an estimated $96.8K.
  • Independence Realty Trust made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #2041 holding.
  • Merit Financial Group first reported a position in Independence Realty Trust in Q1 2026 and has held it in 3 quarters since.
  • 231 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.