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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
Morgan Stanley New York $1.89T AUM 35.08% 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. 395 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.
  • 395 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.