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 Q3	–	Sell	-33	Closed	-$551	–	2245
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

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Spire Wealth Management's IRT Position: Q3 2026 in Review

Spire Wealth Management sold out of Independence Realty Trust (IRT) in Q3 2026, closing a stake of 33 shares — an estimated $551 sold.

Spire Wealth Management first reported a position in IRT in Q1 2021 and held it in 20 quarters. The position peaked at $567K in Q4 2021. 112 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Spire Wealth Management reported no remaining Independence Realty Trust position as of Q3 2026 after selling out during the quarter.
Spire Wealth Management sold 33 Independence Realty Trust shares in Q3 2026, an estimated $551.
Spire Wealth Management first reported a position in Independence Realty Trust in Q1 2021 and held it in 20 quarters.
Spire Wealth Management's Independence Realty Trust position peaked at $567K in Q4 2021.
112 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.