Venture Visionary Partners’s Independence Realty Trust IRT Stock Holding History

Venture Visionary Partners’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	$308K	Hold	21,191	–	–	0.01%	568
2026 Q2	$354K	Hold	21,191	–	–	0.01%	533
2026 Q1	$316K	Hold	21,191	–	–	0.01%	503
2025 Q4	$370K	Hold	21,191	–	–	0.01%	488
2025 Q3	$347K	Hold	21,191	–	–	0.01%	486
2025 Q2	$375K	Hold	21,191	–	–	0.01%	458
2025 Q1	$450K	Sell	21,191 -54,353	-72%	-$1.09M	0.02%	403
2024 Q4	$1.5M	Hold	75,544	–	–	0.06%	231
2024 Q3	$1.55M	Hold	75,544	–	–	0.07%	229
2024 Q2	$1.42M	Hold	75,544	–	–	0.07%	233
2024 Q1	$1.22M	Hold	75,544	–	–	0.06%	251
2023 Q4	$1.16M	Hold	75,544	–	–	0.06%	238
2023 Q3	$1.06M	Hold	75,544	–	–	0.06%	238
2023 Q2	$1.38M	Hold	75,544	–	–	0.08%	199
2023 Q1	$1.21M	Hold	75,544	–	–	0.08%	208
2022 Q4	$1.27M	Hold	75,544	–	–	0.09%	187
2022 Q3	$1.26M	Hold	75,544	–	–	0.1%	166
2022 Q2	$1.57M	Hold	75,544	–	–	0.12%	147
2022 Q1	$2M	Buy	+75,544	New	+$1.85M	0.13%	141

Other funds holding IRT

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

SHFL

Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Venture Visionary Partners's IRT Position: Q3 2026 in Review

Venture Visionary Partners held its Independence Realty Trust (IRT) position steady in Q3 2026 at 21,191 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #568.

Venture Visionary Partners first reported a position in IRT in Q1 2022 and has held it in 19 quarters since. The position peaked at $2M in Q1 2022. 18 funds tracked by Wall St. Rank hold IRT as of Q3 2026.

Venture Visionary Partners held 21,191 shares of Independence Realty Trust worth $308K as of Q3 2026.
Venture Visionary Partners left its Independence Realty Trust share count unchanged in Q3 2026.
Independence Realty Trust made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #568 holding.
Venture Visionary Partners first reported a position in Independence Realty Trust in Q1 2022 and has held it in 19 quarters since.
Venture Visionary Partners's Independence Realty Trust position peaked at $2M in Q1 2022.
18 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.