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Mutual Advisors’s Independence Realty Trust IRT Stock Holding History

Mutual 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 		$373K Buy
25,026
+6
+0% +$99 0.01% 1029
2025
Q4 		$437K Sell
25,020
-1,480
-6% -$24.5K 0.01% 937
2025
Q3 		$432K Sell
26,500
-2,836
-10% -$49.1K 0.01% 917
2025
Q2 		$510K Sell
29,336
-3,794
-11% -$71.2K 0.01% 770
2025
Q1 		$649K Sell
33,130
-1,814
-5% -$36.5K 0.02% 605
2024
Q4 		$665K Sell
34,944
-1,183
-3% -$24.2K 0.02% 612
2024
Q3 		$720K Sell
36,127
-8,028
-18% -$158K 0.02% 589
2024
Q2 		$830K Sell
44,155
-2,055
-4% -$34.4K 0.03% 549
2024
Q1 		$745K Buy
46,210
+2,673
+6% +$40.9K 0.02% 577
2023
Q4 		$666K Buy
43,537
+1,582
+4% +$21.9K 0.02% 576
2023
Q3 		$590K Sell
41,955
-2,983
-7% -$49.2K 0.02% 578
2023
Q2 		$819K Buy
44,938
+2,870
+7% +$49K 0.03% 494
2023
Q1 		$674K Buy
42,068
+226
+0.5% +$3.96K 0.03% 538
2022
Q4 		$705K Sell
41,842
-11,027
-21% -$187K 0.03% 504
2022
Q3 		$885K Buy
52,869
+5,955
+13% +$120K 0.05% 402
2022
Q2 		$973K Buy
46,914
+17,424
+59% +$419K 0.06% 342
2022
Q1 		$780K Sell
29,490
-5,738
-16% -$141K 0.04% 446
2021
Q4 		$910K Buy
+35,228
New +$834K 0.05% 413

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

Mutual Advisors's IRT Position: Q1 2026 in Review

Mutual Advisors increased its Independence Realty Trust (IRT) stake by 0.02% in Q1 2026, buying an estimated $99 and bringing the position to 25,026 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #1029.

Mutual Advisors first reported a position in IRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $973K in Q2 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Mutual Advisors held 25,026 shares of Independence Realty Trust worth $373K as of Q1 2026.
  • Mutual Advisors bought 6 Independence Realty Trust shares in Q1 2026, an estimated $99.
  • Independence Realty Trust made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1029 holding.
  • Mutual Advisors first reported a position in Independence Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • Mutual Advisors's Independence Realty Trust position peaked at $973K in Q2 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.