Retirement Guys Formula’s Independence Realty Trust IRT Stock Holding History

Retirement Guys Formula’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	$189K	Hold	12,476	–	–	0.07%	173
2026 Q2	$196K	Hold	12,476	–	–	0.07%	158
2026 Q1	$197K	Hold	12,476	–	–	0.09%	154
2025 Q4	$218K	Hold	12,476	–	–	0.1%	141
2025 Q3	$204K	Hold	12,476	–	–	0.07%	166
2025 Q2	$221K	Hold	12,476	–	–	0.08%	128
2025 Q1	$265K	Hold	12,476	–	–	0.13%	114
2024 Q4	$248K	Hold	12,476	–	–	0.12%	111
2024 Q3	$256K	Hold	12,476	–	–	0.12%	108
2024 Q2	$234K	Hold	12,476	–	–	0.11%	118
2024 Q1	$201K	Sell	12,476 -2,275	-15%	-$34.8K	0.1%	119
2023 Q4	$241K	Buy	14,751 +63	+0.4%	+$873	0.13%	119
2023 Q3	$236K	Sell	14,688 -1,975	-12%	-$32.6K	0.16%	113
2023 Q2	$304K	Buy	+16,663	New	+$285K	0.18%	112
2022 Q2	–	Sell	-9,486	Closed	-$251K	–	133
2022 Q1	$251K	Sell	9,486 -840	-8%	-$20.6K	0.17%	108
2021 Q4	$267K	Buy	+10,326	New	+$244K	0.21%	92

Other funds holding IRT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Retirement Guys Formula's IRT Position: Q3 2026 in Review

Retirement Guys Formula held its Independence Realty Trust (IRT) position steady in Q3 2026 at 12,476 shares worth $189K. The position accounts for 0.07% of the portfolio, ranked #173.

Retirement Guys Formula first reported a position in IRT in Q4 2021 and has held it in 16 quarters since. The position peaked at $304K in Q2 2023. 231 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Retirement Guys Formula held 12,476 shares of Independence Realty Trust worth $189K as of Q3 2026.
Retirement Guys Formula left its Independence Realty Trust share count unchanged in Q3 2026.
Independence Realty Trust made up 0.07% of Retirement Guys Formula's portfolio in Q3 2026, its #173 holding.
Retirement Guys Formula first reported a position in Independence Realty Trust in Q4 2021 and has held it in 16 quarters since.
Retirement Guys Formula's Independence Realty Trust position peaked at $304K in Q2 2023.
231 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Retirement Guys Formula's 13F filing for Q3 2026, filed 26 Oct 2026.