Slocum, Gordon & Co’s Independence Realty Trust IRT Stock Holding History

Slocum, Gordon & Co’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	$1.49M	Sell	89,101 -7,254	-8%	-$117K	0.99%	31
2026 Q1	$1.43M	Sell	96,355 -2,305	-2%	-$37.9K	0.98%	29
2025 Q4	$1.72M	Sell	98,660 -7,427	-7%	-$123K	1.25%	27
2025 Q3	$1.74M	Sell	106,087 -150	-0.1%	-$2.6K	1.39%	24
2025 Q2	$1.88M	Sell	106,237 -2,446	-2%	-$45.9K	1.51%	21
2025 Q1	$2.31M	Sell	108,683 -650	-0.6%	-$13.1K	1.72%	19
2024 Q4	$2.17M	Sell	109,333 -2,755	-2%	-$56.2K	1.78%	17
2024 Q3	$2.3M	Buy	+112,088	New	+$2.21M	0.92%	24

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Slocum, Gordon & Co's IRT Position: Q2 2026 in Review

Slocum, Gordon & Co reduced its Independence Realty Trust (IRT) stake by 7.5% in Q2 2026, selling an estimated $117K and leaving 89,101 shares worth $1.49M. The position accounts for 0.99% of the portfolio, ranked #31.

Slocum, Gordon & Co first reported a position in IRT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q1 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Slocum, Gordon & Co held 89,101 shares of Independence Realty Trust worth $1.49M as of Q2 2026.
Slocum, Gordon & Co sold 7,254 Independence Realty Trust shares in Q2 2026, an estimated $117K.
Independence Realty Trust made up 0.99% of Slocum, Gordon & Co's portfolio in Q2 2026, its #31 holding.
Slocum, Gordon & Co first reported a position in Independence Realty Trust in Q3 2024 and has held it in 8 quarters since.
Slocum, Gordon & Co's Independence Realty Trust position peaked at $2.31M in Q1 2025.
395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Slocum, Gordon & Co's 13F filing for Q2 2026, filed 23 Jul 2026.