Pointe Capital Management’s Independence Realty Trust IRT Stock Holding History

Pointe Capital 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 Q1	$440K	Hold	29,565	–	–	0.22%	98
2025 Q4	$517K	Hold	29,565	–	–	0.26%	86
2025 Q3	$485K	Hold	29,565	–	–	0.24%	95
2025 Q2	$523K	Hold	29,565	–	–	0.27%	88
2025 Q1	$628K	Sell	29,565 -1,500	-5%	-$30.2K	0.37%	72
2024 Q4	$616K	Hold	31,065	–	–	0.35%	77
2024 Q3	$637K	Hold	31,065	–	–	0.37%	76
2024 Q2	$582K	Hold	31,065	–	–	0.36%	76
2024 Q1	$501K	Hold	31,065	–	–	0.31%	86
2023 Q4	$475K	Hold	31,065	–	–	0.33%	80
2023 Q3	$437K	Hold	31,065	–	–	0.32%	76
2023 Q2	$566K	Hold	31,065	–	–	0.43%	62
2023 Q1	$498K	Hold	31,065	–	–	0.36%	68
2022 Q4	$524K	Hold	31,065	–	–	0.4%	62
2022 Q3	$520K	Hold	31,065	–	–	0.42%	61
2022 Q2	$644K	Hold	31,065	–	–	0.48%	53
2022 Q1	$821K	Hold	31,065	–	–	0.52%	46
2021 Q4	$802K	Hold	31,065	–	–	0.49%	51
2021 Q3	$632K	Hold	31,065	–	–	0.44%	66
2021 Q2	$566K	Sell	31,065 -3,580	-10%	-$60.8K	0.4%	73
2021 Q1	$527K	Hold	34,645	–	–	0.37%	76
2020 Q4	$465K	Hold	34,645	–	–	0.4%	77
2020 Q3	$402K	Hold	34,645	–	–	0.35%	80
2020 Q2	$398K	Hold	34,645	–	–	0.36%	80
2020 Q1	$310K	Buy	34,645 +11,645	+51%	+$157K	0.3%	86
2019 Q4	$324K	Hold	23,000	–	–	0.27%	104
2019 Q3	$329K	Hold	23,000	–	–	0.28%	106
2019 Q2	$266K	Buy	+23,000	New	+$252K	0.22%	118

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pointe Capital Management's IRT Position: Q1 2026 in Review

Pointe Capital Management held its Independence Realty Trust (IRT) position steady in Q1 2026 at 29,565 shares worth $440K. The position accounts for 0.22% of the portfolio, ranked #98.

Pointe Capital Management first reported a position in IRT in Q2 2019 and has held it in 28 quarters since. The position peaked at $821K in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Pointe Capital Management held 29,565 shares of Independence Realty Trust worth $440K as of Q1 2026.
Pointe Capital Management left its Independence Realty Trust share count unchanged in Q1 2026.
Independence Realty Trust made up 0.22% of Pointe Capital Management's portfolio in Q1 2026, its #98 holding.
Pointe Capital Management first reported a position in Independence Realty Trust in Q2 2019 and has held it in 28 quarters since.
Pointe Capital Management's Independence Realty Trust position peaked at $821K in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Pointe Capital Management's 13F filing for Q1 2026, filed 15 May 2026.