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SMART Wealth’s Independence Realty Trust IRT Stock Holding History

SMART Wealth’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
2025
Q2 		– Sell
-38,505
Closed -$817K – 178
2025
Q1 		$817K Buy
38,505
+1,791
+5% +$36.1K 0.29% 83
2024
Q4 		$728K Sell
36,714
-5,878
-14% -$120K 0.26% 89
2024
Q3 		$873K Buy
+42,592
New +$839K 0.34% 64

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

SMART Wealth's IRT Position: Q2 2025 in Review

SMART Wealth sold out of Independence Realty Trust (IRT) in Q2 2025, closing a stake of 38,505 shares — an estimated $817K sold.

SMART Wealth first reported a position in IRT in Q3 2024 and held it in 3 quarters. The position peaked at $873K in Q3 2024. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

  • SMART Wealth reported no remaining Independence Realty Trust position as of Q2 2025 after selling out during the quarter.
  • SMART Wealth sold 38,505 Independence Realty Trust shares in Q2 2025, an estimated $817K.
  • SMART Wealth first reported a position in Independence Realty Trust in Q3 2024 and held it in 3 quarters.
  • SMART Wealth's Independence Realty Trust position peaked at $873K in Q3 2024.
  • 397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on SMART Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.