Wealth Enhancement Advisory Services
IRT icon

Wealth Enhancement Advisory Services’s Independence Realty Trust IRT Stock Holding History

Wealth Enhancement Advisory Services’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 		$629K Buy
37,588
+15,350
+69% +$248K ﹤0.01% 2471
2026
Q1 		$336K Sell
22,238
-169
-0.8% -$2.78K ﹤0.01% 2667
2025
Q4 		$391K Buy
22,407
+2,900
+15% +$48.1K ﹤0.01% 2680
2025
Q3 		$317K Sell
19,507
-5,597
-22% -$96.9K ﹤0.01% 2743
2025
Q2 		$446K Buy
25,104
+3,324
+15% +$62.4K ﹤0.01% 2312
2025
Q1 		$462K Sell
21,780
-512
-2% -$10.3K ﹤0.01% 2122
2024
Q4 		$442K Buy
22,292
+488
+2% +$9.96K ﹤0.01% 2078
2024
Q3 		$447K Sell
21,804
-2,784
-11% -$54.8K ﹤0.01% 1894
2024
Q2 		$461K Buy
24,588
+9,904
+67% +$166K ﹤0.01% 1698
2024
Q1 		$237K Buy
14,684
+753
+5% +$11.5K ﹤0.01% 2084
2023
Q4 		$213K Buy
13,931
+2,474
+22% +$34.3K ﹤0.01% 2055
2023
Q3 		$161K Buy
+11,457
New +$189K ﹤0.01% 2039

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Enhancement Advisory Services's IRT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Independence Realty Trust (IRT) stake by 69% in Q2 2026, buying an estimated $248K and bringing the position to 37,588 shares worth $629K. The position accounts for ﹤0.01% of the portfolio, ranked #2471.

Wealth Enhancement Advisory Services first reported a position in IRT in Q3 2023 and has held it in 12 quarters since. 395 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 37,588 shares of Independence Realty Trust worth $629K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 15,350 Independence Realty Trust shares in Q2 2026, an estimated $248K.
  • Independence Realty Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2471 holding.
  • Wealth Enhancement Advisory Services first reported a position in Independence Realty Trust in Q3 2023 and has held it in 12 quarters since.
  • 395 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.