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SageView Advisory Group’s Independence Realty Trust IRT Stock Holding History

SageView Advisory Group’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 		– Sell
-1,811
Closed -$31.7K – 1488
2025
Q4 		$31.7K Buy
+1,811
New +$30K ﹤0.01% 1262
2024
Q1 		– Sell
-19,623
Closed -$297K – 630
2023
Q4 		$297K Buy
+19,623
New +$272K 0.01% 515

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's IRT Position: Q1 2026 in Review

SageView Advisory Group sold out of Independence Realty Trust (IRT) in Q1 2026, closing a stake of 1,811 shares — an estimated $31.7K sold.

SageView Advisory Group first reported a position in IRT in Q4 2023 and held it in 2 quarters. The position peaked at $297K in Q4 2023. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • SageView Advisory Group reported no remaining Independence Realty Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,811 Independence Realty Trust shares in Q1 2026, an estimated $31.7K.
  • SageView Advisory Group first reported a position in Independence Realty Trust in Q4 2023 and held it in 2 quarters.
  • SageView Advisory Group's Independence Realty Trust position peaked at $297K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.