Waverly Advisors’s Independence Realty Trust IRT Stock Holding History

Waverly 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	–	Sell	-11,095	Closed	-$194K	–	1649
2025 Q4	$194K	Buy	11,095 +607	+6%	+$10.1K	﹤0.01%	1387
2025 Q3	$172K	Hold	10,488	–	–	﹤0.01%	1232
2025 Q2	$186K	Hold	10,488	–	–	﹤0.01%	1134
2025 Q1	$223K	Hold	10,488	–	–	﹤0.01%	1025
2024 Q4	$208K	Hold	10,488	–	–	﹤0.01%	916
2024 Q3	$215K	Hold	10,488	–	–	﹤0.01%	762
2024 Q2	$197K	Hold	10,488	–	–	﹤0.01%	770
2024 Q1	$169K	Hold	10,488	–	–	﹤0.01%	662
2023 Q4	$160K	Sell	10,488 -134	-1%	-$1.86K	0.01%	436
2023 Q3	$149K	Hold	10,622	–	–	0.01%	392
2023 Q2	$194K	Hold	10,622	–	–	0.01%	345
2023 Q1	$170K	Buy	10,622 +134	+1%	+$2.35K	0.01%	283
2022 Q4	$177K	Hold	10,488	–	–	0.01%	270
2022 Q3	$175K	Buy	+10,488	New	+$212K	0.01%	234

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

Waverly Advisors's IRT Position: Q1 2026 in Review

Waverly Advisors sold out of Independence Realty Trust (IRT) in Q1 2026, closing a stake of 11,095 shares — an estimated $194K sold.

Waverly Advisors first reported a position in IRT in Q3 2022 and held it in 14 quarters. The position peaked at $223K in Q1 2025. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Waverly Advisors reported no remaining Independence Realty Trust position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 11,095 Independence Realty Trust shares in Q1 2026, an estimated $194K.
Waverly Advisors first reported a position in Independence Realty Trust in Q3 2022 and held it in 14 quarters.
Waverly Advisors's Independence Realty Trust position peaked at $223K in Q1 2025.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

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