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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Wealth's IRT Position: Q1 2026 in Review

NewEdge Wealth increased its Independence Realty Trust (IRT) stake by 45% in Q1 2026, buying an estimated $76K and bringing the position to 15,000 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

NewEdge Wealth first reported a position in IRT in Q1 2025 and has held it in 5 quarters since. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

NewEdge Wealth held 15,000 shares of Independence Realty Trust worth $223K as of Q1 2026.
NewEdge Wealth bought 4,624 Independence Realty Trust shares in Q1 2026, an estimated $76K.
Independence Realty Trust made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #1057 holding.
NewEdge Wealth first reported a position in Independence Realty Trust in Q1 2025 and has held it in 5 quarters since.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.