Perigon Wealth Management’s Independence Realty Trust IRT Stock Holding History

Perigon 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 Q2	$217K	Sell	13,021 -484	-4%	-$7.83K	﹤0.01%	1320
2026 Q1	$201K	Buy	13,505 +1,037	+8%	+$17K	﹤0.01%	1225
2025 Q4	$218K	Buy	12,468 +111	+0.9%	+$1.84K	﹤0.01%	1193
2025 Q3	$203K	Buy	12,357 +658	+6%	+$11.4K	﹤0.01%	1166
2025 Q2	$207K	Sell	11,699 -68	-0.6%	-$1.28K	﹤0.01%	999
2025 Q1	$250K	Buy	11,767 +118	+1%	+$2.38K	0.01%	881
2024 Q4	$222K	Buy	+11,649	New	+$238K	0.01%	931
2017 Q3	–	Sell	-11,700	Closed	-$116K	–	678
2017 Q2	$116K	Buy	11,700 +4,000	+52%	+$38K	0.03%	286
2017 Q1	$73K	Buy	+7,700	New	+$70.3K	0.02%	343

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

Perigon Wealth Management's IRT Position: Q2 2026 in Review

Perigon Wealth Management reduced its Independence Realty Trust (IRT) stake by 3.6% in Q2 2026, selling an estimated $7.83K and leaving 13,021 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

Perigon Wealth Management first reported a position in IRT in Q1 2017 and has held it in 9 quarters since. The position peaked at $250K in Q1 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Perigon Wealth Management held 13,021 shares of Independence Realty Trust worth $217K as of Q2 2026.
Perigon Wealth Management sold 484 Independence Realty Trust shares in Q2 2026, an estimated $7.83K.
Independence Realty Trust made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1320 holding.
Perigon Wealth Management first reported a position in Independence Realty Trust in Q1 2017 and has held it in 9 quarters since.
Perigon Wealth Management's Independence Realty Trust position peaked at $250K in Q1 2025.
395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.