Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Independence Realty Trust IRT Stock Holding History

Northwestern Mutual 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 		$114K Buy
7,654
+85
+1% +$1.4K ﹤0.01% 2126
2025
Q4 		$132K Sell
7,569
-3,950
-34% -$65.5K ﹤0.01% 2025
2025
Q3 		$189K Buy
11,519
+7
+0.1% +$121 ﹤0.01% 1829
2025
Q2 		$204K Buy
11,512
+6
+0.1% +$113 ﹤0.01% 1737
2025
Q1 		$244K Buy
11,506
+6
+0.1% +$121 ﹤0.01% 1583
2024
Q4 		$228K Buy
11,500
+5
+0% +$102 ﹤0.01% 1599
2024
Q3 		$236K Buy
11,495
+5
+0% +$98 ﹤0.01% 1570
2024
Q2 		$215K Buy
11,490
+7
+0.1% +$117 ﹤0.01% 1538
2024
Q1 		$185K Hold
11,483
– – ﹤0.01% 1579
2023
Q4 		$176K Sell
11,483
-2,174
-16% -$30.1K ﹤0.01% 1550
2023
Q3 		$192K Hold
13,657
– – ﹤0.01% 1469
2023
Q2 		$249K Sell
13,657
-5
-0% -$85 ﹤0.01% 1386
2023
Q1 		$219K Sell
13,662
-1,852
-12% -$32.5K ﹤0.01% 1411
2022
Q4 		$262K Sell
15,514
-2,725
-15% -$46.1K ﹤0.01% 1329
2022
Q3 		$305K Sell
18,239
-7,560
-29% -$153K ﹤0.01% 1243
2022
Q2 		$534K Buy
25,799
+10,143
+65% +$244K ﹤0.01% 1020
2022
Q1 		$414K Sell
15,656
-16,641
-52% -$408K ﹤0.01% 1151
2021
Q4 		$834K Buy
+32,297
New +$765K ﹤0.01% 886
2017
Q1 		– Sell
-426
Closed -$4K – 2203
2016
Q4 		$4K Buy
+426
New +$3.69K ﹤0.01% 1902
2016
Q1 		– Sell
-245
Closed -$2K – 2203
2015
Q4 		$2K Buy
+245
New +$1.86K ﹤0.01% 1443
2015
Q2 		– Sell
-220
Closed -$2K – 1521
2015
Q1 		$2K Buy
+220
New +$2.07K ﹤0.01% 1374

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

Northwestern Mutual Wealth Management's IRT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Independence Realty Trust (IRT) stake by 1.1% in Q1 2026, buying an estimated $1.4K and bringing the position to 7,654 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #2126.

Northwestern Mutual Wealth Management first reported a position in IRT in Q1 2015 and has held it in 21 quarters since. The position peaked at $834K in Q4 2021. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Northwestern Mutual Wealth Management held 7,654 shares of Independence Realty Trust worth $114K as of Q1 2026.
  • Northwestern Mutual Wealth Management bought 85 Independence Realty Trust shares in Q1 2026, an estimated $1.4K.
  • Independence Realty Trust made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #2126 holding.
  • Northwestern Mutual Wealth Management first reported a position in Independence Realty Trust in Q1 2015 and has held it in 21 quarters since.
  • Northwestern Mutual Wealth Management's Independence Realty Trust position peaked at $834K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.