Stifel Financial
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Stifel Financial’s Independence Realty Trust IRT Stock Holding History

Stifel Financial’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
-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

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

Stifel Financial's IRT Position: Q2 2025 in Review

Stifel Financial sold out of Independence Realty Trust (IRT) in Q2 2025, closing a stake of 29,571 shares — an estimated $628K sold.

Stifel Financial first reported a position in IRT in Q2 2020 and held it in 14 quarters. The position peaked at $1.39M in Q2 2021. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

  • Stifel Financial reported no remaining Independence Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 29,571 Independence Realty Trust shares in Q2 2025, an estimated $628K.
  • Stifel Financial first reported a position in Independence Realty Trust in Q2 2020 and held it in 14 quarters.
  • Stifel Financial's Independence Realty Trust position peaked at $1.39M in Q2 2021.
  • 397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.