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SHP Wealth Management’s Independence Realty Trust IRT Stock Holding History

SHP 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
Q1 		– Sell
-1,698
Closed -$29.7K – 1870
2025
Q4 		$29.7K Buy
+1,698
New +$28.1K ﹤0.01% 601

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Prudential Financial
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
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

SHP Wealth Management's IRT Position: Q1 2026 in Review

SHP Wealth Management sold out of Independence Realty Trust (IRT) in Q1 2026, closing a stake of 1,698 shares — an estimated $29.7K sold.

SHP Wealth Management first reported a position in IRT in Q4 2025 and held it in 1 quarter. The position peaked at $29.7K in Q4 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • SHP Wealth Management reported no remaining Independence Realty Trust position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 1,698 Independence Realty Trust shares in Q1 2026, an estimated $29.7K.
  • SHP Wealth Management first reported a position in Independence Realty Trust in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Independence Realty Trust position peaked at $29.7K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.