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 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 $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

Perigon Wealth Management's IRT Position: Q1 2026 in Review

Perigon Wealth Management increased its Independence Realty Trust (IRT) stake by 8.3% in Q1 2026, buying an estimated $17K and bringing the position to 13,505 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Perigon Wealth Management first reported a position in IRT in Q1 2017 and has held it in 8 quarters since. The position peaked at $250K in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Perigon Wealth Management held 13,505 shares of Independence Realty Trust worth $201K as of Q1 2026.
Perigon Wealth Management bought 1,037 Independence Realty Trust shares in Q1 2026, an estimated $17K.
Independence Realty Trust made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1225 holding.
Perigon Wealth Management first reported a position in Independence Realty Trust in Q1 2017 and has held it in 8 quarters since.
Perigon Wealth Management's Independence Realty Trust position peaked at $250K in Q1 2025.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.