Root Financial Partners’s Independence Realty Trust IRT Stock Holding History

Root Financial Partners’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	$16.2K	Buy	+1,118	New	+$18.1K	﹤0.01%	1663

Other funds holding IRT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Root Financial Partners's IRT Position: Q3 2026 in Review

Root Financial Partners opened a new position in Independence Realty Trust (IRT) in Q3 2026: 1,118 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #1663 among its holdings.

331 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Root Financial Partners held 1,118 shares of Independence Realty Trust worth $16.2K as of Q3 2026.
Independence Realty Trust was a new Root Financial Partners position in Q3 2026.
Independence Realty Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1663 holding.
331 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.