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Twin Peaks Wealth Advisors’s Independence Realty Trust IRT Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-7
Closed -$104 – 1202
2026
Q1 		$104 Buy
+7
New +$115 ﹤0.01% 2237
2025
Q3 		– Sell
-6
Closed -$104 – 1135
2025
Q2 		$104 Buy
+6
New +$113 ﹤0.01% 2105

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

Twin Peaks Wealth Advisors's IRT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Independence Realty Trust (IRT) in Q2 2026, closing a stake of 7 shares — an estimated $104 sold.

Twin Peaks Wealth Advisors first reported a position in IRT in Q2 2025 and held it in 2 quarters. The position peaked at $104 in Q1 2026. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Independence Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 7 Independence Realty Trust shares in Q2 2026, an estimated $104.
  • Twin Peaks Wealth Advisors first reported a position in Independence Realty Trust in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Independence Realty Trust position peaked at $104 in Q1 2026.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.