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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
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 $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

SageView Advisory Group's IRT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Independence Realty Trust (IRT) in Q4 2025: 1,811 shares worth $31.7K. The stake represents ﹤0.01% of the portfolio and ranks #1262 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in IRT as recently as Q4 2023.

SageView Advisory Group first reported a position in IRT in Q4 2023 and has held it in 2 quarters since. The position peaked at $297K in Q4 2023. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

  • SageView Advisory Group held 1,811 shares of Independence Realty Trust worth $31.7K as of Q4 2025.
  • Independence Realty Trust was a new SageView Advisory Group position in Q4 2025.
  • Independence Realty Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1262 holding.
  • SageView Advisory Group first reported a position in Independence Realty Trust in Q4 2023 and has held it in 2 quarters since.
  • SageView Advisory Group's Independence Realty Trust position peaked at $297K in Q4 2023.
  • 374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.