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Sequoia Financial Advisors’s Independence Realty Trust IRT Stock Holding History

Sequoia Financial 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
2026
Q2 		$350K Buy
20,946
+5,322
+34% +$86.1K ﹤0.01% 1565
2026
Q1 		$233K Sell
15,624
-151
-1% -$2.48K ﹤0.01% 1712
2025
Q4 		$276K Buy
15,775
+444
+3% +$7.36K ﹤0.01% 1605
2025
Q3 		$251K Sell
15,331
-10,565
-41% -$183K ﹤0.01% 1491
2025
Q2 		$458K Buy
25,896
+861
+3% +$16.2K ﹤0.01% 1045
2025
Q1 		$531K Buy
25,035
+240
+1% +$4.83K ﹤0.01% 830
2024
Q4 		$492K Sell
24,795
-2,658
-10% -$54.3K ﹤0.01% 811
2024
Q3 		$563K Sell
27,453
-12,987
-32% -$256K 0.01% 708
2024
Q2 		$758K Buy
40,440
+6,763
+20% +$113K 0.01% 561
2024
Q1 		$543K Buy
33,677
+9,256
+38% +$141K 0.01% 661
2023
Q4 		$374K Buy
+24,421
New +$338K ﹤0.01% 839
2022
Q1 		– Sell
-14,995
Closed -$387K – 690
2021
Q4 		$387K Buy
+14,995
New +$355K 0.01% 384

Other funds holding IRT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sequoia Financial Advisors's IRT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Independence Realty Trust (IRT) stake by 34% in Q2 2026, buying an estimated $86.1K and bringing the position to 20,946 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Sequoia Financial Advisors first reported a position in IRT in Q4 2021 and has held it in 12 quarters since. The position peaked at $758K in Q2 2024. 38 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Sequoia Financial Advisors held 20,946 shares of Independence Realty Trust worth $350K as of Q2 2026.
  • Sequoia Financial Advisors bought 5,322 Independence Realty Trust shares in Q2 2026, an estimated $86.1K.
  • Independence Realty Trust made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1565 holding.
  • Sequoia Financial Advisors first reported a position in Independence Realty Trust in Q4 2021 and has held it in 12 quarters since.
  • Sequoia Financial Advisors's Independence Realty Trust position peaked at $758K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.