True Wealth Design
IRT icon

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
Q3 		$2.09K Sell
144
-250
-63% -$4.06K ﹤0.01% 1665
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Grove Bank & Trust
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Econ Financial Services
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Slocum, Gordon & Co
Slocum, Gordon & Co Newport, Rhode Island $143M AUM 22.41% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

True Wealth Design's IRT Position: Q3 2026 in Review

True Wealth Design reduced its Independence Realty Trust (IRT) stake by 63% in Q3 2026, selling an estimated $4.06K and leaving 144 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

True Wealth Design first reported a position in IRT in Q1 2025 and has held it in 3 quarters since. The position peaked at $6.58K in Q2 2026. 55 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

  • True Wealth Design held 144 shares of Independence Realty Trust worth $2.09K as of Q3 2026.
  • True Wealth Design sold 250 Independence Realty Trust shares in Q3 2026, an estimated $4.06K.
  • Independence Realty Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1665 holding.
  • True Wealth Design first reported a position in Independence Realty Trust in Q1 2025 and has held it in 3 quarters since.
  • True Wealth Design's Independence Realty Trust position peaked at $6.58K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.