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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
Q2 		$551 Buy
+33
New +$534 ﹤0.01% 1730
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SHP Wealth Management's IRT Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Independence Realty Trust (IRT) in Q2 2026: 33 shares worth $551. The stake represents ﹤0.01% of the portfolio and ranks #1730 among its holdings. This is a return to the name: SHP Wealth Management previously reported a position in IRT as recently as Q4 2025.

SHP Wealth Management first reported a position in IRT in Q4 2025 and has held it in 2 quarters since. The position peaked at $29.7K in Q4 2025. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • SHP Wealth Management held 33 shares of Independence Realty Trust worth $551 as of Q2 2026.
  • Independence Realty Trust was a new SHP Wealth Management position in Q2 2026.
  • Independence Realty Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1730 holding.
  • SHP Wealth Management first reported a position in Independence Realty Trust in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Independence Realty Trust position peaked at $29.7K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.