Physician Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Physician Wealth Advisors’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	–	Sell	-54	Closed	-$805	–	2396
2026 Q1	$805	Sell	54 -65	-55%	-$1.07K	﹤0.01%	1784
2025 Q4	$2.08K	Buy	119 +62	+109%	+$1.03K	﹤0.01%	1276
2025 Q3	$935	Buy	57 +29	+104%	+$502	﹤0.01%	1623
2025 Q2	$496	Sell	28 -20	-42%	-$375	﹤0.01%	1715
2025 Q1	$1.02K	Hold	48	–	–	﹤0.01%	1039
2024 Q4	$953	Buy	+48	New	+$980	﹤0.01%	954

Other funds holding IRT

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Physician Wealth Advisors's IRT Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Independence Realty Trust (IRT) in Q2 2026, closing a stake of 54 shares — an estimated $805 sold.

Physician Wealth Advisors first reported a position in IRT in Q4 2024 and held it in 6 quarters. The position peaked at $2.08K in Q4 2025. 45 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Physician Wealth Advisors reported no remaining Independence Realty Trust position as of Q2 2026 after selling out during the quarter.
Physician Wealth Advisors sold 54 Independence Realty Trust shares in Q2 2026, an estimated $805.
Physician Wealth Advisors first reported a position in Independence Realty Trust in Q4 2024 and held it in 6 quarters.
Physician Wealth Advisors's Independence Realty Trust position peaked at $2.08K in Q4 2025.
45 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.