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NewEdge Wealth’s Independence Realty Trust IRT Stock Holding History

NewEdge Wealth’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 		$297K Buy
17,825
+2,825
+19% +$45.7K ﹤0.01% 1037
2026
Q1 		$223K Buy
15,000
+4,624
+45% +$76K ﹤0.01% 1057
2025
Q4 		$181K Buy
10,376
+376
+4% +$6.23K ﹤0.01% 1158
2025
Q3 		$163K Hold
10,000
– – ﹤0.01% 1001
2025
Q2 		$174K Sell
10,000
-2
-0% -$38 ﹤0.01% 938
2025
Q1 		$212K Buy
+10,002
New +$201K ﹤0.01% 875

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 $3.37T AUM 44.26% 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

NewEdge Wealth's IRT Position: Q2 2026 in Review

NewEdge Wealth increased its Independence Realty Trust (IRT) stake by 19% in Q2 2026, buying an estimated $45.7K and bringing the position to 17,825 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

NewEdge Wealth first reported a position in IRT in Q1 2025 and has held it in 6 quarters since. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • NewEdge Wealth held 17,825 shares of Independence Realty Trust worth $297K as of Q2 2026.
  • NewEdge Wealth bought 2,825 Independence Realty Trust shares in Q2 2026, an estimated $45.7K.
  • Independence Realty Trust made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1037 holding.
  • NewEdge Wealth first reported a position in Independence Realty Trust in Q1 2025 and has held it in 6 quarters since.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.