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Summit Securities Group’s Independence Realty Trust IRT Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-4,546
Closed -$80.4K – 1196
2025
Q2 		$80.4K Buy
+4,546
New +$85.3K 0.02% 407
2025
Q1 		– Sell
-209
Closed -$4.15K – 943
2024
Q4 		$4.15K Buy
+209
New +$4.27K ﹤0.01% 524
2023
Q1 		– Sell
-14,483
Closed -$244K – 1049
2022
Q4 		$244K Buy
+14,483
New +$245K 0.01% 439

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Summit Securities Group's IRT Position: Q3 2025 in Review

Summit Securities Group sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 4,546 shares — an estimated $80.4K sold.

Summit Securities Group first reported a position in IRT in Q4 2022 and held it in 3 quarters. The position peaked at $244K in Q4 2022. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

  • Summit Securities Group reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 4,546 Independence Realty Trust shares in Q3 2025, an estimated $80.4K.
  • Summit Securities Group first reported a position in Independence Realty Trust in Q4 2022 and held it in 3 quarters.
  • Summit Securities Group's Independence Realty Trust position peaked at $244K in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.