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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Guys Formula's IRT Position: Q1 2026 in Review

Retirement Guys Formula held its Independence Realty Trust (IRT) position steady in Q1 2026 at 12,476 shares worth $197K. The position accounts for 0.09% of the portfolio, ranked #154.

Retirement Guys Formula first reported a position in IRT in Q4 2021 and has held it in 14 quarters since. The position peaked at $304K in Q2 2023. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Retirement Guys Formula held 12,476 shares of Independence Realty Trust worth $197K as of Q1 2026.
  • Retirement Guys Formula left its Independence Realty Trust share count unchanged in Q1 2026.
  • Independence Realty Trust made up 0.09% of Retirement Guys Formula's portfolio in Q1 2026, its #154 holding.
  • Retirement Guys Formula first reported a position in Independence Realty Trust in Q4 2021 and has held it in 14 quarters since.
  • Retirement Guys Formula's Independence Realty Trust position peaked at $304K in Q2 2023.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.