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Pinnacle Wealth Planning Services’s Independence Realty Trust IRT Stock Holding History

Pinnacle Wealth Planning Services’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 		$103K Sell
6,160
-507
-8% -$8.21K 0.01% 850
2026
Q1 		$99.3K Hold
6,667
– – 0.01% 805
2025
Q4 		$117K Buy
+6,667
New +$111K 0.01% 698
2021
Q1 		– Sell
-995
Closed -$14K – 1134
2020
Q4 		$14K Buy
+995
New +$12.7K ﹤0.01% 1287

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

Pinnacle Wealth Planning Services's IRT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Independence Realty Trust (IRT) stake by 7.6% in Q2 2026, selling an estimated $8.21K and leaving 6,160 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #850.

Pinnacle Wealth Planning Services first reported a position in IRT in Q4 2020 and has held it in 4 quarters since. The position peaked at $117K in Q4 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,160 shares of Independence Realty Trust worth $103K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 507 Independence Realty Trust shares in Q2 2026, an estimated $8.21K.
  • Independence Realty Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #850 holding.
  • Pinnacle Wealth Planning Services first reported a position in Independence Realty Trust in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Independence Realty Trust position peaked at $117K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.