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Spire Wealth Management’s Independence Realty Trust IRT Stock Holding History

Spire 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% 2210
2026
Q1 		– Sell
-33
Closed -$577 – 2337
2025
Q4 		$577 Hold
33
– – ﹤0.01% 2272
2025
Q3 		$541 Hold
33
– – ﹤0.01% 2345
2025
Q2 		$584 Hold
33
– – ﹤0.01% 2352
2025
Q1 		$701 Hold
33
– – ﹤0.01% 2430
2024
Q4 		$655 Hold
33
– – ﹤0.01% 2413
2024
Q3 		$677 Hold
33
– – ﹤0.01% 2129
2024
Q2 		$618 Hold
33
– – ﹤0.01% 2174
2024
Q1 		$532 Hold
33
– – ﹤0.01% 2293
2023
Q4 		$513 Buy
+33
New +$457 ﹤0.01% 2355
2023
Q3 		– Sell
-139
Closed -$2.53K – 2415
2023
Q2 		$2.53K Sell
139
-140
-50% -$2.39K ﹤0.01% 2158
2023
Q1 		$4.47K Hold
279
– – ﹤0.01% 2061
2022
Q4 		$5K Sell
279
-279
-50% -$4.72K ﹤0.01% 1830
2022
Q3 		$9K Buy
558
+449
+412% +$9.08K ﹤0.01% 1596
2022
Q2 		$2K Sell
109
-109
-50% -$2.62K ﹤0.01% 2364
2022
Q1 		$6K Sell
218
-21,731
-99% -$533K ﹤0.01% 2191
2021
Q4 		$567K Buy
21,949
+21,769
+12,094% +$515K 0.01% 652
2021
Q3 		$4K Buy
180
+58
+48% +$1.15K ﹤0.01% 2341
2021
Q2 		$2K Hold
122
– – ﹤0.01% 2483
2021
Q1 		$2K Buy
+122
New +$1.73K ﹤0.01% 2853

Other funds holding IRT

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

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

Spire 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 #2210 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in IRT as recently as Q4 2025.

Spire Wealth Management first reported a position in IRT in Q1 2021 and has held it in 20 quarters since. The position peaked at $567K in Q4 2021. 38 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Spire Wealth Management held 33 shares of Independence Realty Trust worth $551 as of Q2 2026.
  • Independence Realty Trust was a new Spire Wealth Management position in Q2 2026.
  • Independence Realty Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2210 holding.
  • Spire Wealth Management first reported a position in Independence Realty Trust in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Independence Realty Trust position peaked at $567K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.