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Rise Advisors’s Independence Realty Trust IRT Stock Holding History

Rise Advisors’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
-856
Closed -$14K – 751
2025
Q3 		$14K Hold
856
– – 0.01% 798
2025
Q2 		$15.1K Hold
856
– – 0.01% 717
2025
Q1 		$18.2K Buy
+856
New +$17.2K 0.01% 558

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
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

Rise Advisors's IRT Position: Q4 2025 in Review

Rise Advisors sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 856 shares — an estimated $14K sold.

Rise Advisors first reported a position in IRT in Q1 2025 and held it in 3 quarters. The position peaked at $18.2K in Q1 2025. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

  • Rise Advisors reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 856 Independence Realty Trust shares in Q4 2025, an estimated $14K.
  • Rise Advisors first reported a position in Independence Realty Trust in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Independence Realty Trust position peaked at $18.2K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.