Taylor Frigon Capital Management’s Independence Realty Trust IRT Stock Holding History

Taylor Frigon Capital 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	$1.61M	Sell	96,631 -473	-0.5%	-$7.66K	0.75%	71
2026 Q1	$1.45M	Sell	97,104 -3,333	-3%	-$54.8K	0.82%	74
2025 Q4	$1.76M	Buy	100,437 +6,676	+7%	+$111K	0.89%	60
2025 Q3	$1.54M	Buy	93,761 +16,419	+21%	+$284K	0.76%	71
2025 Q2	$1.37M	Sell	77,342 -890	-1%	-$16.7K	0.73%	79
2025 Q1	$1.66M	Buy	78,232 +499	+0.6%	+$10K	0.99%	59
2024 Q4	$1.54M	Sell	77,733 -1,506	-2%	-$30.7K	0.78%	64
2024 Q3	$1.62M	Buy	79,239 +22	+0%	+$433	0.81%	65
2024 Q2	$1.48M	Buy	79,217 +571	+0.7%	+$9.54K	0.71%	64
2024 Q1	$1.27M	Buy	78,646 +750	+1%	+$11.5K	0.6%	74
2023 Q4	$1.19M	Sell	77,896 -360	-0.5%	-$4.99K	0.6%	75
2023 Q3	$1.1M	Buy	78,256 +986	+1%	+$16.3K	0.61%	78
2023 Q2	$1.41M	Sell	77,270 -368	-0.5%	-$6.29K	0.69%	66
2023 Q1	$1.24M	Buy	77,638 +100	+0.1%	+$1.75K	0.68%	72
2022 Q4	$1.31M	Sell	77,538 -2,031	-3%	-$34.4K	0.74%	57
2022 Q3	$1.33M	Buy	79,569 +40	+0.1%	+$809	0.69%	61
2022 Q2	$1.65M	Sell	79,529 -1,250	-2%	-$30.1K	0.86%	44
2022 Q1	$2.14M	Sell	80,779 -1,672	-2%	-$41K	0.79%	47
2021 Q4	$2.13M	Buy	82,451 +43	+0.1%	+$1.02K	0.67%	47
2021 Q3	$1.68M	Buy	82,408 +2,060	+3%	+$40.9K	0.54%	52
2021 Q2	$1.47M	Buy	80,348 +5,345	+7%	+$90.7K	0.46%	59
2021 Q1	$1.14M	Buy	75,003 +1,900	+3%	+$27K	0.35%	74
2020 Q4	$982K	Sell	73,103 -758	-1%	-$9.69K	0.32%	80
2020 Q3	$856K	Buy	73,861 +2,323	+3%	+$26.6K	0.38%	82
2020 Q2	$822K	Buy	71,538 +4,445	+7%	+$44.3K	0.41%	79
2020 Q1	$600K	Sell	67,093 -309	-0.5%	-$4.18K	0.47%	75
2019 Q4	$949K	Sell	67,402 -1,141	-2%	-$16.6K	0.65%	73
2019 Q3	$981K	Sell	68,543 -32,448	-32%	-$427K	0.71%	69
2019 Q2	$1.17M	Sell	100,991 -4,364	-4%	-$47.9K	0.81%	53
2019 Q1	$1.14M	Sell	105,355 -4,549	-4%	-$46.8K	0.88%	54
2018 Q4	$1.01M	Buy	109,904 +585	+0.5%	+$5.78K	0.89%	54
2018 Q3	$1.15M	Buy	109,319 +1,335	+1%	+$13.6K	0.87%	47
2018 Q2	$1.11M	Sell	107,984 -6,160	-5%	-$59.3K	0.81%	51
2018 Q1	$1.05M	Sell	114,144 -1,599	-1%	-$14.5K	0.82%	56
2017 Q4	$1.17M	Buy	+115,743	New	+$1.19M	0.94%	49
2016 Q2	$951K	Buy	116,304 +35,189	+43%	+$263K	0.99%	46
2016 Q1	$578K	Sell	81,115 -546	-0.7%	-$3.67K	0.61%	76
2015 Q4	$600K	Buy	81,661 +1,057	+1%	+$8.04K	0.68%	70
2015 Q3	$576K	Buy	+80,604	New	+$617K	0.64%	73

Other funds holding IRT

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Taylor Frigon Capital Management's IRT Position: Q2 2026 in Review

Taylor Frigon Capital Management reduced its Independence Realty Trust (IRT) stake by 0.49% in Q2 2026, selling an estimated $7.66K and leaving 96,631 shares worth $1.61M. The position accounts for 0.75% of the portfolio, ranked #71.

Taylor Frigon Capital Management first reported a position in IRT in Q3 2015 and has held it in 39 quarters since. The position peaked at $2.14M in Q1 2022. 90 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

Taylor Frigon Capital Management held 96,631 shares of Independence Realty Trust worth $1.61M as of Q2 2026.
Taylor Frigon Capital Management sold 473 Independence Realty Trust shares in Q2 2026, an estimated $7.66K.
Independence Realty Trust made up 0.75% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #71 holding.
Taylor Frigon Capital Management first reported a position in Independence Realty Trust in Q3 2015 and has held it in 39 quarters since.
Taylor Frigon Capital Management's Independence Realty Trust position peaked at $2.14M in Q1 2022.
90 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.