PWPS
IRT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's IRT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Independence Realty Trust (IRT) position steady in Q1 2026 at 6,667 shares worth $99.3K. The position accounts for 0.01% of the portfolio, ranked #805.

Pinnacle Wealth Planning Services first reported a position in IRT in Q4 2020 and has held it in 3 quarters since. The position peaked at $117K in Q4 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,667 shares of Independence Realty Trust worth $99.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Independence Realty Trust share count unchanged in Q1 2026.
  • Independence Realty Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #805 holding.
  • Pinnacle Wealth Planning Services first reported a position in Independence Realty Trust in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Independence Realty Trust position peaked at $117K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.