Stifel Financial’s Independence Realty Trust IRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-29,571	Closed	-$628K	–	3528
2025 Q1	$628K	Sell	29,571 -30	-0.1%	-$604	﹤0.01%	2535
2024 Q4	$587K	Buy	29,601 +1,517	+5%	+$31K	﹤0.01%	2582
2024 Q3	$576K	Buy	+28,084	New	+$553K	﹤0.01%	2587
2023 Q3	–	Sell	-10,077	Closed	-$184K	–	3349
2023 Q2	$184K	Buy	10,077 +69	+0.7%	+$1.18K	﹤0.01%	3073
2023 Q1	$160K	Sell	10,008 -1,595	-14%	-$28K	﹤0.01%	3095
2022 Q4	$196K	Sell	11,603 -317	-3%	-$5.36K	﹤0.01%	2988
2022 Q3	$199K	Sell	11,920 -802	-6%	-$16.2K	﹤0.01%	2959
2022 Q2	$264K	Sell	12,722 -395	-3%	-$9.51K	﹤0.01%	2819
2022 Q1	$347K	Buy	+13,117	New	+$322K	﹤0.01%	2786
2021 Q3	–	Sell	-76,155	Closed	-$1.39M	–	3367
2021 Q2	$1.39M	Sell	76,155 -15,138	-17%	-$257K	﹤0.01%	1855
2021 Q1	$1.39M	Sell	91,293 -1,878	-2%	-$26.6K	﹤0.01%	1772
2020 Q4	$1.25M	Buy	93,171 +776	+0.8%	+$9.92K	﹤0.01%	1690
2020 Q3	$1.07M	Sell	92,395 -15,515	-14%	-$178K	﹤0.01%	1582
2020 Q2	$1.24M	Buy	+107,910	New	+$1.08M	﹤0.01%	1417