Prosperitas Financial
IRT icon

Prosperitas Financial’s Independence Realty Trust IRT Stock Holding History

Prosperitas Financial’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
Q3 		$846K Buy
58,232
+177
+0.3% +$2.87K 0.26% 48
2026
Q2 		$969K Buy
58,055
+174
+0.3% +$2.82K 0.31% 46
2026
Q1 		$862K Sell
57,881
-492
-0.8% -$8.08K 0.32% 45
2025
Q4 		$1.02M Sell
58,373
-523
-0.9% -$8.67K 0.4% 43
2025
Q3 		$965K Sell
58,896
-418
-0.7% -$7.24K 0.4% 41
2025
Q2 		$1.05M Buy
59,314
+88
+0.1% +$1.65K 0.49% 38
2025
Q1 		$1.26M Sell
59,226
-3,214
-5% -$64.7K 0.65% 35
2024
Q4 		$1.24M Buy
62,440
+125
+0.2% +$2.55K 0.63% 36
2024
Q3 		$1.28M Buy
62,315
+10
+0% +$197 0.69% 37
2024
Q2 		$1.17M Buy
62,305
+2,618
+4% +$43.8K 0.71% 40
2024
Q1 		$963K Sell
59,687
-7,018
-11% -$107K 0.62% 44
2023
Q4 		$1.02M Sell
66,705
-4,405
-6% -$61K 0.75% 42
2023
Q3 		$1M Buy
+71,110
New +$1.17M 0.78% 38

Other funds holding IRT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Prosperitas Financial's IRT Position: Q3 2026 in Review

Prosperitas Financial increased its Independence Realty Trust (IRT) stake by 0.3% in Q3 2026, buying an estimated $2.87K and bringing the position to 58,232 shares worth $846K. The position accounts for 0.26% of the portfolio, ranked #48.

Prosperitas Financial first reported a position in IRT in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q3 2024. 331 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • Prosperitas Financial held 58,232 shares of Independence Realty Trust worth $846K as of Q3 2026.
  • Prosperitas Financial bought 177 Independence Realty Trust shares in Q3 2026, an estimated $2.87K.
  • Independence Realty Trust made up 0.26% of Prosperitas Financial's portfolio in Q3 2026, its #48 holding.
  • Prosperitas Financial first reported a position in Independence Realty Trust in Q3 2023 and has held it in 13 quarters since.
  • Prosperitas Financial's Independence Realty Trust position peaked at $1.28M in Q3 2024.
  • 331 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Prosperitas Financial's 13F filing for Q3 2026, filed 28 Oct 2026.