Oppenheimer & Co’s Independence Realty Trust IRT Stock Holding History

Oppenheimer & Co’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	$323K	Hold	19,379	–	–	﹤0.01%	1445
2026 Q1	$289K	Hold	19,379	–	–	﹤0.01%	1413
2025 Q4	$339K	Hold	19,379	–	–	﹤0.01%	1238
2025 Q3	$318K	Hold	19,379	–	–	﹤0.01%	1356
2025 Q2	$343K	Hold	19,379	–	–	﹤0.01%	1298
2025 Q1	$411K	Hold	19,379	–	–	0.01%	1148
2024 Q4	$384K	Hold	19,379	–	–	0.01%	1166
2024 Q3	$397K	Hold	19,379	–	–	0.01%	1125
2024 Q2	$363K	Hold	19,379	–	–	0.01%	1119
2024 Q1	$313K	Sell	19,379 -2,000	-9%	-$30.6K	0.01%	1164
2023 Q4	$327K	Hold	21,379	–	–	0.01%	1112
2023 Q3	$301K	Hold	21,379	–	–	0.01%	1130
2023 Q2	$390K	Buy	+21,379	New	+$365K	0.01%	1063
2018 Q4	–	Sell	-12,062	Closed	-$127K	–	1308
2018 Q3	$127K	Hold	12,062	–	–	﹤0.01%	1295
2018 Q2	$124K	Hold	12,062	–	–	﹤0.01%	1281
2018 Q1	$111K	Buy	+12,062	New	+$109K	﹤0.01%	1287
2017 Q4	–	Sell	-13,562	Closed	-$138K	–	1336
2017 Q3	$138K	Buy	+13,562	New	+$137K	﹤0.01%	1229

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Oppenheimer & Co's IRT Position: Q2 2026 in Review

Oppenheimer & Co held its Independence Realty Trust (IRT) position steady in Q2 2026 at 19,379 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

Oppenheimer & Co first reported a position in IRT in Q3 2017 and has held it in 17 quarters since. The position peaked at $411K in Q1 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Oppenheimer & Co held 19,379 shares of Independence Realty Trust worth $323K as of Q2 2026.
Oppenheimer & Co left its Independence Realty Trust share count unchanged in Q2 2026.
Independence Realty Trust made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1445 holding.
Oppenheimer & Co first reported a position in Independence Realty Trust in Q3 2017 and has held it in 17 quarters since.
Oppenheimer & Co's Independence Realty Trust position peaked at $411K in Q1 2025.
395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.