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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Morgan Stanley New York $1.89T AUM 35.08% 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. 395 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.
395 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.