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WealthTrak Capital Management’s Independence Realty Trust IRT Stock Holding History

WealthTrak 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
2025
Q3 		– Sell
-25
Closed -$443 – 484
2025
Q2 		$443 Hold
25
– – ﹤0.01% 683
2025
Q1 		$531 Buy
25
+5
+25% +$101 ﹤0.01% 641
2024
Q4 		$397 Buy
+20
New +$408 ﹤0.01% 635

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WealthTrak Capital Management's IRT Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Independence Realty Trust (IRT) in Q3 2025, closing a stake of 25 shares — an estimated $443 sold.

WealthTrak Capital Management first reported a position in IRT in Q4 2024 and held it in 3 quarters. The position peaked at $531 in Q1 2025. 384 funds tracked by Wall St. Rank hold IRT as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Independence Realty Trust position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 25 Independence Realty Trust shares in Q3 2025, an estimated $443.
  • WealthTrak Capital Management first reported a position in Independence Realty Trust in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Independence Realty Trust position peaked at $531 in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Independence Realty Trust as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.