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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
Q2 		$354K Buy
21,234
+897
+4% +$14.5K 0.03% 286
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trivium Point Advisory's IRT Position: Q2 2026 in Review

Trivium Point Advisory increased its Independence Realty Trust (IRT) stake by 4.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 21,234 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #286.

Trivium Point Advisory first reported a position in IRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.79M in Q1 2022. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Trivium Point Advisory held 21,234 shares of Independence Realty Trust worth $354K as of Q2 2026.
  • Trivium Point Advisory bought 897 Independence Realty Trust shares in Q2 2026, an estimated $14.5K.
  • Independence Realty Trust made up 0.03% of Trivium Point Advisory's portfolio in Q2 2026, its #286 holding.
  • Trivium Point Advisory first reported a position in Independence Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Trivium Point Advisory's Independence Realty Trust position peaked at $5.79M in Q1 2022.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.