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Money Concepts Capital’s Independence Realty Trust IRT Stock Holding History

Money Concepts Capital’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 		$452K Buy
30,383
+4,137
+16% +$68K 0.03% 394
2025
Q4 		$459K Sell
26,246
-3,107
-11% -$51.5K 0.03% 365
2025
Q3 		$481K Buy
29,353
+860
+3% +$14.9K 0.03% 328
2025
Q2 		$504K Sell
28,493
-400
-1% -$7.51K 0.03% 305
2025
Q1 		$613K Sell
28,893
-173
-0.6% -$3.48K 0.05% 278
2024
Q4 		$577K Sell
29,066
-9
-0% -$184 0.04% 278
2024
Q3 		$596K Hold
29,075
– – 0.05% 275
2024
Q2 		$545K Sell
29,075
-2,401
-8% -$40.1K 0.05% 276
2024
Q1 		$508K Buy
31,476
+32
+0.1% +$489 0.05% 287
2023
Q4 		$481K Buy
31,444
+5,115
+19% +$70.8K 0.04% 283
2023
Q3 		$370K Buy
26,329
+5,342
+25% +$88.1K 0.04% 275
2023
Q2 		$382K Sell
20,987
-3,871
-16% -$66.1K 0.04% 286
2023
Q1 		$398K Sell
24,858
-28,774
-54% -$504K 0.02% 318
2022
Q4 		$904K Buy
53,632
+30,396
+131% +$514K 0.04% 317
2022
Q3 		$389K Buy
23,236
+15
+0.1% +$303 0.02% 326
2022
Q2 		$488K Sell
23,221
-36,033
-61% -$867K 0.04% 285
2022
Q1 		$1.57M Buy
59,254
+50,943
+613% +$1.25M 0.09% 229
2021
Q4 		$215K Buy
+8,311
New +$197K 0.02% 475

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

Money Concepts Capital's IRT Position: Q1 2026 in Review

Money Concepts Capital increased its Independence Realty Trust (IRT) stake by 16% in Q1 2026, buying an estimated $68K and bringing the position to 30,383 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #394.

Money Concepts Capital first reported a position in IRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.57M in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Money Concepts Capital held 30,383 shares of Independence Realty Trust worth $452K as of Q1 2026.
  • Money Concepts Capital bought 4,137 Independence Realty Trust shares in Q1 2026, an estimated $68K.
  • Independence Realty Trust made up 0.03% of Money Concepts Capital's portfolio in Q1 2026, its #394 holding.
  • Money Concepts Capital first reported a position in Independence Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • Money Concepts Capital's Independence Realty Trust position peaked at $1.57M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.