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Navigoe Wealth Management’s Independence Realty Trust IRT Stock Holding History

Navigoe Wealth Management’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 		$6K Hold
422
– – ﹤0.01% 135
2025
Q4 		$7K Hold
422
– – ﹤0.01% 171
2025
Q3 		$6K Hold
422
– – ﹤0.01% 176
2025
Q2 		$7K Hold
422
– – 0.01% 123
2025
Q1 		$8K Hold
422
– – 0.01% 120
2024
Q4 		$8K Buy
+422
New +$8.62K 0.01% 119

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

Navigoe Wealth Management's IRT Position: Q1 2026 in Review

Navigoe Wealth Management held its Independence Realty Trust (IRT) position steady in Q1 2026 at 422 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

Navigoe Wealth Management first reported a position in IRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8K in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Navigoe Wealth Management held 422 shares of Independence Realty Trust worth $6K as of Q1 2026.
  • Navigoe Wealth Management left its Independence Realty Trust share count unchanged in Q1 2026.
  • Independence Realty Trust made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q1 2026, its #135 holding.
  • Navigoe Wealth Management first reported a position in Independence Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • Navigoe Wealth Management's Independence Realty Trust position peaked at $8K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.