United Capital Financial Advisors’s Independence Realty Trust IRT Stock Holding History

United Capital Financial 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 Q1	$171K	Sell	11,485 -2,002	-15%	-$32.9K	﹤0.01%	1567
2025 Q4	$236K	Buy	+13,487	New	+$224K	﹤0.01%	1267
2023 Q4	–	Sell	-19,165	Closed	-$270K	–	1093
2023 Q3	$270K	Sell	19,165 -4,017	-17%	-$66.3K	﹤0.01%	747
2023 Q2	$422K	Buy	23,182 +1,473	+7%	+$25.2K	﹤0.01%	705
2023 Q1	$348K	Sell	21,709 -45,328	-68%	-$794K	﹤0.01%	787
2022 Q4	$1.13M	Sell	67,037 -9,088	-12%	-$154K	0.01%	582
2022 Q3	$1.27M	Sell	76,125 -38,157	-33%	-$772K	0.01%	561
2022 Q2	$2.37M	Sell	114,282 -32,385	-22%	-$779K	0.01%	461
2022 Q1	$3.88M	Sell	146,667 -417	-0.3%	-$10.2K	0.02%	405
2021 Q4	$3.8M	Buy	+147,084	New	+$3.48M	0.02%	417

Other funds holding IRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

United Capital Financial Advisors's IRT Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Independence Realty Trust (IRT) stake by 15% in Q1 2026, selling an estimated $32.9K and leaving 11,485 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

United Capital Financial Advisors first reported a position in IRT in Q4 2021 and has held it in 10 quarters since. The position peaked at $3.88M in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

United Capital Financial Advisors held 11,485 shares of Independence Realty Trust worth $171K as of Q1 2026.
United Capital Financial Advisors sold 2,002 Independence Realty Trust shares in Q1 2026, an estimated $32.9K.
Independence Realty Trust made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1567 holding.
United Capital Financial Advisors first reported a position in Independence Realty Trust in Q4 2021 and has held it in 10 quarters since.
United Capital Financial Advisors's Independence Realty Trust position peaked at $3.88M in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.