Sheets Smith Wealth Management’s Independence Realty Trust IRT Stock Holding History

Sheets Smith Wealth Management’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	$1.29M	Sell	77,490 -2,500	-3%	-$40.5K	0.13%	160
2026 Q1	$1.19M	Hold	79,990	–	–	0.13%	160
2025 Q4	$1.4M	Sell	79,990 -3,000	-4%	-$49.7K	0.15%	135
2025 Q3	$1.36M	Hold	82,990	–	–	0.15%	137
2025 Q2	$1.47M	Sell	82,990 -2,000	-2%	-$37.5K	0.17%	119
2025 Q1	$1.8M	Sell	84,990 -2,000	-2%	-$40.3K	0.22%	101
2024 Q4	$1.73M	Hold	86,990	–	–	0.21%	106
2024 Q3	$1.78M	Hold	86,990	–	–	0.22%	107
2024 Q2	$1.63M	Sell	86,990 -25,000	-22%	-$418K	0.19%	115
2024 Q1	$1.81M	Buy	111,990 +25,000	+29%	+$382K	0.2%	109
2023 Q4	$1.33M	Hold	86,990	–	–	0.19%	112
2023 Q3	$1.22M	Hold	86,990	–	–	0.19%	118
2023 Q2	$1.58M	Hold	86,990	–	–	0.23%	100
2023 Q1	$1.39M	Hold	86,990	–	–	0.21%	105
2022 Q4	$1.47M	Hold	86,990	–	–	0.23%	101
2022 Q3	$1.46M	Hold	86,990	–	–	0.24%	97
2022 Q2	$1.8M	Hold	86,990	–	–	0.3%	83
2022 Q1	$2.3M	Sell	86,990 -6,000	-6%	-$147K	0.32%	79
2021 Q4	$2.4M	Hold	92,990	–	–	0.3%	79
2021 Q3	$1.89M	Hold	92,990	–	–	0.26%	100
2021 Q2	$1.7M	Sell	92,990 -9,000	-9%	-$153K	0.23%	108
2021 Q1	$1.55M	Hold	101,990	–	–	0.23%	107
2020 Q4	$1.37M	Hold	101,990	–	–	0.21%	113
2020 Q3	$1.18M	Hold	101,990	–	–	0.21%	106
2020 Q2	$1.17M	Hold	101,990	–	–	0.23%	96
2020 Q1	$912K	Hold	101,990	–	–	0.19%	117
2019 Q4	$1.44M	Hold	101,990	–	–	0.27%	91
2019 Q3	$1.46M	Hold	101,990	–	–	0.3%	90
2019 Q2	$1.18M	Hold	101,990	–	–	0.24%	107
2019 Q1	$1.1M	Hold	101,990	–	–	0.24%	107
2018 Q4	$936K	Hold	101,990	–	–	0.25%	100
2018 Q3	$1.07M	Hold	101,990	–	–	0.22%	114
2018 Q2	$1.05M	Hold	101,990	–	–	0.25%	100
2018 Q1	$936K	Hold	101,990	–	–	0.22%	119
2017 Q4	$1.03M	Sell	101,990 -6,000	-6%	-$61.9K	0.24%	116
2017 Q3	$1.1M	Hold	107,990	–	–	0.28%	97
2017 Q2	$1.07M	Hold	107,990	–	–	0.28%	100
2017 Q1	$1.01M	Sell	107,990 -9,000	-8%	-$82.1K	0.27%	105
2016 Q4	$1.04M	Buy	116,990 +6,000	+5%	+$51.9K	0.29%	94
2016 Q3	$999K	Sell	110,990 -600	-0.5%	-$5.59K	0.28%	98
2016 Q2	$913K	Hold	111,590	–	–	0.27%	111
2016 Q1	$795K	Hold	111,590	–	–	0.24%	131
2015 Q4	$838K	Hold	111,590	–	–	0.25%	108
2015 Q3	$805K	Buy	111,590 +3,000	+3%	+$23K	0.27%	99
2015 Q2	$818K	Hold	108,590	–	–	0.22%	130
2015 Q1	$1.03M	Hold	108,590	–	–	0.28%	106
2014 Q4	$1.01M	Buy	108,590 +50,000	+85%	+$476K	0.26%	113
2014 Q3	$567K	Buy	+58,590	New	+$585K	0.15%	164

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Sheets Smith Wealth Management's IRT Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Independence Realty Trust (IRT) stake by 3.1% in Q2 2026, selling an estimated $40.5K and leaving 77,490 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #160.

Sheets Smith Wealth Management first reported a position in IRT in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.4M in Q4 2021. 45 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Sheets Smith Wealth Management held 77,490 shares of Independence Realty Trust worth $1.29M as of Q2 2026.
Sheets Smith Wealth Management sold 2,500 Independence Realty Trust shares in Q2 2026, an estimated $40.5K.
Independence Realty Trust made up 0.13% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #160 holding.
Sheets Smith Wealth Management first reported a position in Independence Realty Trust in Q3 2014 and has held it in 48 quarters since.
Sheets Smith Wealth Management's Independence Realty Trust position peaked at $2.4M in Q4 2021.
45 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.