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 Q2	–	Sell	-11,485	Closed	-$171K	–	1684
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's IRT Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Independence Realty Trust (IRT) in Q2 2026, closing a stake of 11,485 shares — an estimated $171K sold.

United Capital Financial Advisors first reported a position in IRT in Q4 2021 and held it in 10 quarters. The position peaked at $3.88M in Q1 2022. 396 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

United Capital Financial Advisors reported no remaining Independence Realty Trust position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 11,485 Independence Realty Trust shares in Q2 2026, an estimated $171K.
United Capital Financial Advisors first reported a position in Independence Realty Trust in Q4 2021 and held it in 10 quarters.
United Capital Financial Advisors's Independence Realty Trust position peaked at $3.88M in Q1 2022.
396 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.