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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
Q2 		$502K Sell
30,083
-300
-1% -$4.86K 0.02% 418
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 $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 $3.38T AUM 44.17% 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

Money Concepts Capital's IRT Position: Q2 2026 in Review

Money Concepts Capital reduced its Independence Realty Trust (IRT) stake by 0.99% in Q2 2026, selling an estimated $4.86K and leaving 30,083 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #418.

Money Concepts Capital first reported a position in IRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.57M in Q1 2022. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Money Concepts Capital held 30,083 shares of Independence Realty Trust worth $502K as of Q2 2026.
  • Money Concepts Capital sold 300 Independence Realty Trust shares in Q2 2026, an estimated $4.86K.
  • Independence Realty Trust made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #418 holding.
  • Money Concepts Capital first reported a position in Independence Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Money Concepts Capital's Independence Realty Trust position peaked at $1.57M in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.