Wealthspire Advisors (New York)’s Independence Realty Trust IRT Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-3,181	Closed	-$52.1K	–	1958
2025 Q3	$52.1K	Buy	+3,181	New	+$55.1K	﹤0.01%	1234
2023 Q1	–	Sell	-12,748	Closed	-$215K	–	564
2022 Q4	$215K	Sell	12,748 -2,095	-14%	-$35.4K	﹤0.01%	526
2022 Q3	$248K	Hold	14,843	–	–	0.01%	442
2022 Q2	$308K	Sell	14,843 -253	-2%	-$6.09K	0.01%	394
2022 Q1	$399K	Sell	15,096 -29,839	-66%	-$732K	0.01%	307
2021 Q4	$1.16M	Buy	+44,935	New	+$1.06M	0.03%	212

Other funds holding IRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s IRT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Independence Realty Trust (IRT) in Q4 2025, closing a stake of 3,181 shares — an estimated $52.1K sold.

Wealthspire Advisors (New York) first reported a position in IRT in Q4 2021 and held it in 6 quarters. The position peaked at $1.16M in Q4 2021. 374 funds tracked by Wall St. Rank hold IRT as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Independence Realty Trust position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,181 Independence Realty Trust shares in Q4 2025, an estimated $52.1K.
Wealthspire Advisors (New York) first reported a position in Independence Realty Trust in Q4 2021 and held it in 6 quarters.
Wealthspire Advisors (New York)'s Independence Realty Trust position peaked at $1.16M in Q4 2021.
374 funds tracked by Wall St. Rank held Independence Realty Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.