UBS Group
IRT icon

UBS Group’s Independence Realty Trust IRT Stock Holding History

UBS Group’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 		– Sell
-44,300
Closed -$774K – 10824
2025
Q4 		$774K Sell
44,300
-198,600
-82% -$3.29M ﹤0.01% 5792
2025
Q3 		$3.98M Buy
+242,900
New +$4.21M ﹤0.01% 4279
2022
Q4 		– Sell
-30,000
Closed -$502K – 10921
2022
Q3 		$502K Hold
30,000
– – ﹤0.01% 4338
2022
Q2 		$622K Buy
+30,000
New +$722K ﹤0.01% 4097

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

UBS Group's IRT Position: Q2 2026 in Review

UBS Group reduced its Independence Realty Trust (IRT) stake by 19% in Q2 2026, selling an estimated $4.74M and leaving 1,257,191 shares worth $21M. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

UBS Group first reported a position in IRT in Q4 2014 and has held it in 46 quarters since. The position peaked at $135M in Q4 2025. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • UBS Group held 1,257,191 shares of Independence Realty Trust worth $21M as of Q2 2026.
  • UBS Group sold 292,794 Independence Realty Trust shares in Q2 2026, an estimated $4.74M.
  • Independence Realty Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2630 holding.
  • UBS Group first reported a position in Independence Realty Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Independence Realty Trust position peaked at $135M in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.