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 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 $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

Slocum, Gordon & Co's IRT Position: Q1 2026 in Review

Slocum, Gordon & Co reduced its Independence Realty Trust (IRT) stake by 2.3% in Q1 2026, selling an estimated $37.9K and leaving 96,355 shares worth $1.43M. The position accounts for 0.98% of the portfolio, ranked #29.

Slocum, Gordon & Co first reported a position in IRT in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Slocum, Gordon & Co held 96,355 shares of Independence Realty Trust worth $1.43M as of Q1 2026.
Slocum, Gordon & Co sold 2,305 Independence Realty Trust shares in Q1 2026, an estimated $37.9K.
Independence Realty Trust made up 0.98% of Slocum, Gordon & Co's portfolio in Q1 2026, its #29 holding.
Slocum, Gordon & Co first reported a position in Independence Realty Trust in Q3 2024 and has held it in 7 quarters since.
Slocum, Gordon & Co's Independence Realty Trust position peaked at $2.31M in Q1 2025.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Slocum, Gordon & Co's 13F filing for Q1 2026, filed 15 Apr 2026.