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 Q3	$1.29M	Sell	88,766 -335	-0.4%	-$5.44K	0.9%	33
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Slocum, Gordon & Co's IRT Position: Q3 2026 in Review

Slocum, Gordon & Co reduced its Independence Realty Trust (IRT) stake by 0.38% in Q3 2026, selling an estimated $5.44K and leaving 88,766 shares worth $1.29M. The position accounts for 0.9% of the portfolio, ranked #33.

Slocum, Gordon & Co first reported a position in IRT in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.31M in Q1 2025. 275 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Slocum, Gordon & Co held 88,766 shares of Independence Realty Trust worth $1.29M as of Q3 2026.
Slocum, Gordon & Co sold 335 Independence Realty Trust shares in Q3 2026, an estimated $5.44K.
Independence Realty Trust made up 0.9% of Slocum, Gordon & Co's portfolio in Q3 2026, its #33 holding.
Slocum, Gordon & Co first reported a position in Independence Realty Trust in Q3 2024 and has held it in 9 quarters since.
Slocum, Gordon & Co's Independence Realty Trust position peaked at $2.31M in Q1 2025.
275 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Slocum, Gordon & Co's 13F filing for Q3 2026, filed 19 Oct 2026.