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Principal Securities’s Independence Realty Trust IRT Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,108
Closed -$18.2K – 2444
2025
Q3 		$18.2K Sell
1,108
-86
-7% -$1.49K ﹤0.01% 2445
2025
Q2 		$21.1K Sell
1,194
-188
-14% -$3.53K ﹤0.01% 2285
2025
Q1 		$27.4K Hold
1,382
– – ﹤0.01% 2039
2024
Q4 		$27.4K Buy
1,382
+3
+0.2% +$61 ﹤0.01% 2035
2024
Q3 		$28.3K Buy
1,379
+126
+10% +$2.48K ﹤0.01% 1949
2024
Q2 		$23.5K Sell
1,253
-9
-0.7% -$150 ﹤0.01% 1989
2024
Q1 		$20.4K Buy
1,262
+67
+6% +$1.02K ﹤0.01% 1993
2023
Q4 		$18.3K Buy
+1,195
New +$16.6K ﹤0.01% 1975

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Securities's IRT Position: Q4 2025 in Review

Principal Securities sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 1,108 shares — an estimated $18.2K sold.

Principal Securities first reported a position in IRT in Q4 2023 and held it in 8 quarters. The position peaked at $28.3K in Q3 2024. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

  • Principal Securities reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,108 Independence Realty Trust shares in Q4 2025, an estimated $18.2K.
  • Principal Securities first reported a position in Independence Realty Trust in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Independence Realty Trust position peaked at $28.3K in Q3 2024.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.