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Trivium Point Advisory’s Independence Realty Trust IRT Stock Holding History

Trivium Point Advisory’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
Q1 		$303K Sell
20,337
-8,311
-29% -$137K 0.05% 235
2025
Q4 		$501K Sell
28,648
-2,942
-9% -$48.8K 0.05% 240
2025
Q3 		$518K Sell
31,590
-77,755
-71% -$1.35M 0.05% 238
2025
Q2 		$1.93M Sell
109,345
-8,850
-7% -$166K 0.21% 122
2025
Q1 		$2.51M Sell
118,195
-13,573
-10% -$273K 0.31% 92
2024
Q4 		$2.61M Buy
131,768
+14,061
+12% +$287K 0.33% 87
2024
Q3 		$2.46M Sell
117,707
-3,411
-3% -$67.2K 0.34% 92
2024
Q2 		$2.27M Sell
121,118
-10,428
-8% -$174K 0.34% 93
2024
Q1 		$2.12M Sell
131,546
-37,516
-22% -$573K 0.46% 65
2023
Q4 		$2.59M Sell
169,062
-22,698
-12% -$314K 0.63% 52
2023
Q3 		$2.6M Buy
191,760
+1,424
+0.7% +$23.5K 0.72% 40
2023
Q2 		$3.47M Sell
190,336
-13,434
-7% -$229K 0.94% 28
2023
Q1 		$3.27M Hold
203,770
– – 0.88% 30
2022
Q4 		$3.43M Hold
203,770
– – 1% 29
2022
Q3 		$3.33M Buy
203,770
+868
+0.4% +$17.6K 1.03% 27
2022
Q2 		$4.21M Sell
202,902
-12,702
-6% -$306K 1.26% 18
2022
Q1 		$5.79M Buy
215,604
+13,726
+7% +$337K 1.29% 15
2021
Q4 		$5.21M Buy
+201,878
New +$4.78M 1.09% 24

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trivium Point Advisory's IRT Position: Q1 2026 in Review

Trivium Point Advisory reduced its Independence Realty Trust (IRT) stake by 29% in Q1 2026, selling an estimated $137K and leaving 20,337 shares worth $303K. The position accounts for 0.05% of the portfolio, ranked #235.

Trivium Point Advisory first reported a position in IRT in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.79M in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Trivium Point Advisory held 20,337 shares of Independence Realty Trust worth $303K as of Q1 2026.
  • Trivium Point Advisory sold 8,311 Independence Realty Trust shares in Q1 2026, an estimated $137K.
  • Independence Realty Trust made up 0.05% of Trivium Point Advisory's portfolio in Q1 2026, its #235 holding.
  • Trivium Point Advisory first reported a position in Independence Realty Trust in Q4 2021 and has held it in 18 quarters since.
  • Trivium Point Advisory's Independence Realty Trust position peaked at $5.79M in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.