Orion Portfolio Solutions’s Independence Realty Trust IRT Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$503K	Sell	23,679 -931	-4%	-$18.7K	﹤0.01%	1423
2024 Q4	$488K	Sell	24,610 -1,850	-7%	-$37.8K	﹤0.01%	1363
2024 Q3	$542K	Buy	+26,460	New	+$521K	0.01%	1307
2023 Q4	–	Sell	-13,934	Closed	-$196K	–	1707
2023 Q3	$196K	Sell	13,934 -8,839	-39%	-$146K	﹤0.01%	1557
2023 Q2	$415K	Sell	22,773 -9,434	-29%	-$161K	﹤0.01%	1280
2023 Q1	$516K	Buy	32,207 +21,973	+215%	+$385K	0.01%	1129
2022 Q4	$173K	Buy	+10,234	New	+$173K	0.01%	782
2022 Q1	–	Sell	-9,097	Closed	-$235K	–	720
2021 Q4	$235K	Buy	+9,097	New	+$215K	0.01%	643
2020 Q3	–	Sell	-255	Closed	-$3K	–	1234
2020 Q2	$3K	Buy	255 +61	+31%	+$608	﹤0.01%	1653
2020 Q1	$2K	Sell	194 -3	-2%	-$41	﹤0.01%	1581
2019 Q4	$3K	Buy	+197	New	+$2.87K	﹤0.01%	1408

Other funds holding IRT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Orion Portfolio Solutions's IRT Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Independence Realty Trust (IRT) stake by 3.8% in Q1 2025, selling an estimated $18.7K and leaving 23,679 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Orion Portfolio Solutions first reported a position in IRT in Q4 2019 and has held it in 11 quarters since. The position peaked at $542K in Q3 2024. 406 funds tracked by Wall St. Rank hold IRT as of Q1 2025.

Orion Portfolio Solutions held 23,679 shares of Independence Realty Trust worth $503K as of Q1 2025.
Orion Portfolio Solutions sold 931 Independence Realty Trust shares in Q1 2025, an estimated $18.7K.
Independence Realty Trust made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1423 holding.
Orion Portfolio Solutions first reported a position in Independence Realty Trust in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Independence Realty Trust position peaked at $542K in Q3 2024.
406 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.