SFMG Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

SFMG Wealth 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 Q1	$166K	Hold	11,126	–	–	0.01%	303
2025 Q4	$194K	Hold	11,126	–	–	0.01%	289
2025 Q3	$182K	Sell	11,126 -9,406	-46%	-$163K	0.01%	287
2025 Q2	$363K	Buy	20,532 +78	+0.4%	+$1.46K	0.03%	188
2025 Q1	$434K	Buy	20,454 +78	+0.4%	+$1.57K	0.03%	161
2024 Q4	$404K	Buy	20,376 +74	+0.4%	+$1.51K	0.03%	174
2024 Q3	$416K	Buy	20,302 +76	+0.4%	+$1.5K	0.03%	164
2024 Q2	$379K	Buy	20,226 +92	+0.5%	+$1.54K	0.03%	172
2024 Q1	$325K	Buy	20,134 +96	+0.5%	+$1.47K	0.03%	190
2023 Q4	$307K	Buy	20,038 +102	+0.5%	+$1.41K	0.03%	190
2023 Q3	$280K	Buy	19,936 +80	+0.4%	+$1.32K	0.03%	185
2023 Q2	$362K	Buy	19,856 +75	+0.4%	+$1.28K	0.04%	156
2023 Q1	$317K	Sell	19,781 -8,825	-31%	-$155K	0.03%	171
2022 Q4	$482K	Hold	28,606	–	–	0.05%	134
2022 Q3	$447K	Hold	28,606	–	–	0.05%	131
2022 Q2	$593K	Hold	28,606	–	–	0.07%	114
2022 Q1	$756K	Sell	28,606 -2,312	-7%	-$56.7K	0.07%	106
2021 Q4	$799K	Buy	+30,918	New	+$732K	0.08%	115

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFMG Wealth Advisors's IRT Position: Q1 2026 in Review

SFMG Wealth Advisors held its Independence Realty Trust (IRT) position steady in Q1 2026 at 11,126 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #303.

SFMG Wealth Advisors first reported a position in IRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $799K in Q4 2021. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

SFMG Wealth Advisors held 11,126 shares of Independence Realty Trust worth $166K as of Q1 2026.
SFMG Wealth Advisors left its Independence Realty Trust share count unchanged in Q1 2026.
Independence Realty Trust made up 0.01% of SFMG Wealth Advisors's portfolio in Q1 2026, its #303 holding.
SFMG Wealth Advisors first reported a position in Independence Realty Trust in Q4 2021 and has held it in 18 quarters since.
SFMG Wealth Advisors's Independence Realty Trust position peaked at $799K in Q4 2021.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.