Raymond James Financial
IRT icon

Raymond James Financial’s Independence Realty Trust IRT Stock Holding History

Raymond James 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
Q2 		$5.49M Buy
329,182
+66,156
+25% +$1.07M ﹤0.01% 2665
2026
Q1 		$3.91M Sell
263,026
-9,824
-4% -$161K ﹤0.01% 2793
2025
Q4 		$4.8M Sell
272,850
-116,461
-30% -$1.93M ﹤0.01% 2547
2025
Q3 		$6.38M Sell
389,311
-17,032
-4% -$295K ﹤0.01% 2280
2025
Q2 		$7.19M Sell
406,343
-189,547
-32% -$3.56M ﹤0.01% 2123
2025
Q1 		$12.7M Sell
595,890
-14,202
-2% -$286K ﹤0.01% 1636
2024
Q4 		$12.1M Buy
+610,092
New +$12.5M ﹤0.01% 1687

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 $3.38T AUM 44.17% 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

Raymond James Financial's IRT Position: Q2 2026 in Review

Raymond James Financial increased its Independence Realty Trust (IRT) stake by 25% in Q2 2026, buying an estimated $1.07M and bringing the position to 329,182 shares worth $5.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2665.

Raymond James Financial first reported a position in IRT in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q1 2025. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Raymond James Financial held 329,182 shares of Independence Realty Trust worth $5.49M as of Q2 2026.
  • Raymond James Financial bought 66,156 Independence Realty Trust shares in Q2 2026, an estimated $1.07M.
  • Independence Realty Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2665 holding.
  • Raymond James Financial first reported a position in Independence Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Independence Realty Trust position peaked at $12.7M in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.