VCM
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Vivaldi Capital Management’s Independence Realty Trust IRT Stock Holding History

Vivaldi Capital Management’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 		$241K Hold
16,182
– – 0.03% 250
2025
Q4 		$283K Buy
16,182
+22
+0.1% +$365 0.04% 227
2025
Q3 		$265K Hold
16,160
– – 0.04% 235
2025
Q2 		$286K Hold
16,160
– – 0.04% 227
2025
Q1 		$343K Hold
16,160
– – 0.06% 192
2024
Q4 		$310K Hold
16,160
– – 0.05% 202
2024
Q3 		$331K Hold
16,160
– – 0.1% 152
2024
Q2 		$303K Hold
16,160
– – 0.09% 172
2024
Q1 		$272K Sell
16,160
-121
-0.7% -$1.85K 0.08% 178
2023
Q4 		$234K Buy
16,281
+121
+0.7% +$1.68K 0.07% 191
2023
Q3 		$227K Hold
16,160
– – 0.07% 170
2023
Q2 		$294K Hold
16,160
– – 0.09% 147
2023
Q1 		$259K Hold
16,160
– – 0.08% 166
2022
Q4 		$266K Hold
16,160
– – 0.07% 194
2022
Q3 		$250K Buy
+16,160
New +$327K 0.07% 176

Other funds holding IRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Prudential Financial
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vivaldi Capital Management's IRT Position: Q1 2026 in Review

Vivaldi Capital Management held its Independence Realty Trust (IRT) position steady in Q1 2026 at 16,182 shares worth $241K. The position accounts for 0.03% of the portfolio, ranked #250.

Vivaldi Capital Management first reported a position in IRT in Q3 2022 and has held it in 15 quarters since. The position peaked at $343K in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

  • Vivaldi Capital Management held 16,182 shares of Independence Realty Trust worth $241K as of Q1 2026.
  • Vivaldi Capital Management left its Independence Realty Trust share count unchanged in Q1 2026.
  • Independence Realty Trust made up 0.03% of Vivaldi Capital Management's portfolio in Q1 2026, its #250 holding.
  • Vivaldi Capital Management first reported a position in Independence Realty Trust in Q3 2022 and has held it in 15 quarters since.
  • Vivaldi Capital Management's Independence Realty Trust position peaked at $343K in Q1 2025.
  • 385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Vivaldi Capital Management's 13F filing for Q1 2026, filed 14 May 2026.