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True Wealth Design’s Independence Realty Trust IRT Stock Holding History

True Wealth Design’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 		$6.58K Buy
+394
New +$6.38K ﹤0.01% 1215
2025
Q2 		– Sell
-11
Closed -$234 – 2698
2025
Q1 		$234 Buy
+11
New +$221 ﹤0.01% 1891

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

True Wealth Design's IRT Position: Q2 2026 in Review

True Wealth Design opened a new position in Independence Realty Trust (IRT) in Q2 2026: 394 shares worth $6.58K. The stake represents ﹤0.01% of the portfolio and ranks #1215 among its holdings. This is a return to the name: True Wealth Design previously reported a position in IRT as recently as Q1 2025.

True Wealth Design first reported a position in IRT in Q1 2025 and has held it in 2 quarters since. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • True Wealth Design held 394 shares of Independence Realty Trust worth $6.58K as of Q2 2026.
  • Independence Realty Trust was a new True Wealth Design position in Q2 2026.
  • Independence Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1215 holding.
  • True Wealth Design first reported a position in Independence Realty Trust in Q1 2025 and has held it in 2 quarters since.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.