RIL
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Rothschild Investment LLC’s Independence Realty Trust IRT Stock Holding History

Rothschild Investment LLC’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 		$397K Buy
23,776
+540
+2% +$8.74K 0.01% 679
2026
Q1 		$346K Sell
23,236
-78
-0.3% -$1.28K 0.02% 508
2025
Q4 		$408K Buy
23,314
+271
+1% +$4.49K 0.02% 422
2025
Q3 		$378K Buy
23,043
+105
+0.5% +$1.82K 0.02% 421
2025
Q2 		$406K Sell
22,938
-190
-0.8% -$3.57K 0.03% 382
2025
Q1 		$491K Buy
23,128
+130
+0.6% +$2.62K 0.03% 338
2024
Q4 		$456K Buy
22,998
+30
+0.1% +$612 0.03% 358
2024
Q3 		$471K Buy
22,968
+22,843
+18,274% +$450K 0.03% 357
2024
Q2 		$2.34K Buy
125
+105
+525% +$1.75K ﹤0.01% 1349
2024
Q1 		$323 Buy
+20
New +$306 ﹤0.01% 1524

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Rothschild Investment LLC's IRT Position: Q2 2026 in Review

Rothschild Investment LLC increased its Independence Realty Trust (IRT) stake by 2.3% in Q2 2026, buying an estimated $8.74K and bringing the position to 23,776 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #679.

Rothschild Investment LLC first reported a position in IRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $491K in Q1 2025. 168 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Rothschild Investment LLC held 23,776 shares of Independence Realty Trust worth $397K as of Q2 2026.
  • Rothschild Investment LLC bought 540 Independence Realty Trust shares in Q2 2026, an estimated $8.74K.
  • Independence Realty Trust made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #679 holding.
  • Rothschild Investment LLC first reported a position in Independence Realty Trust in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Independence Realty Trust position peaked at $491K in Q1 2025.
  • 168 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.