SVB Wealth’s Independence Realty Trust IRT Stock Holding History

SVB Wealth’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	-306	Closed	-$6.5K	–	1049
2025 Q1	$6.5K	Buy	+306	New	+$6.16K	﹤0.01%	973

Other funds holding IRT

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

SVB Wealth's IRT Position: Q2 2025 in Review

SVB Wealth sold out of Independence Realty Trust (IRT) in Q2 2025, closing a stake of 306 shares — an estimated $6.5K sold.

SVB Wealth first reported a position in IRT in Q1 2025 and held it in 1 quarter. The position peaked at $6.5K in Q1 2025. 397 funds tracked by Wall St. Rank hold IRT as of Q2 2025.

SVB Wealth reported no remaining Independence Realty Trust position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 306 Independence Realty Trust shares in Q2 2025, an estimated $6.5K.
SVB Wealth first reported a position in Independence Realty Trust in Q1 2025 and held it in 1 quarter.
SVB Wealth's Independence Realty Trust position peaked at $6.5K in Q1 2025.
397 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.