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 Q3	$268K	Buy	18,437 +5,416	+42%	+$87.9K	﹤0.01%	1215
2026 Q2	$217K	Sell	13,021 -484	-4%	-$7.84K	﹤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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Slocum, Gordon & Co Newport, Rhode Island $143M AUM 22.41% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Perigon Wealth Management's IRT Position: Q3 2026 in Review

Perigon Wealth Management increased its Independence Realty Trust (IRT) stake by 42% in Q3 2026, buying an estimated $87.9K and bringing the position to 18,437 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Perigon Wealth Management first reported a position in IRT in Q1 2017 and has held it in 10 quarters since. 71 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Perigon Wealth Management held 18,437 shares of Independence Realty Trust worth $268K as of Q3 2026.
Perigon Wealth Management bought 5,416 Independence Realty Trust shares in Q3 2026, an estimated $87.9K.
Independence Realty Trust made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1215 holding.
Perigon Wealth Management first reported a position in Independence Realty Trust in Q1 2017 and has held it in 10 quarters since.
71 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.