Westshore Wealth’s Independence Realty Trust IRT Stock Holding History

Westshore Wealth’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	$149K	Hold	10,000	–	–	0.05%	99
2025 Q4	$175K	Buy	+10,000	New	+$166K	0.06%	102
2025 Q3	–	Sell	-10,000	Closed	-$177K	–	106
2025 Q2	$177K	Hold	10,000	–	–	0.07%	96
2025 Q1	$212K	Hold	10,000	–	–	0.09%	87
2024 Q4	$198K	Hold	10,000	–	–	0.08%	93
2024 Q3	$205K	Hold	10,000	–	–	0.08%	94
2024 Q2	$187K	Hold	10,000	–	–	0.08%	92
2024 Q1	$161K	Hold	10,000	–	–	0.07%	102
2023 Q4	$153K	Hold	10,000	–	–	0.07%	94
2023 Q3	$141K	Hold	10,000	–	–	0.08%	91
2023 Q2	$182K	Hold	10,000	–	–	0.09%	109
2023 Q1	$160K	Hold	10,000	–	–	0.08%	109
2022 Q4	$169K	Hold	10,000	–	–	0.1%	102
2022 Q3	$167K	Hold	10,000	–	–	0.11%	90
2022 Q2	$207K	Hold	10,000	–	–	0.13%	90
2022 Q1	$264K	Hold	10,000	–	–	0.18%	73
2021 Q4	$258K	Buy	+10,000	New	+$237K	0.18%	71

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

Westshore Wealth's IRT Position: Q1 2026 in Review

Westshore Wealth held its Independence Realty Trust (IRT) position steady in Q1 2026 at 10,000 shares worth $149K. The position accounts for 0.05% of the portfolio, ranked #99.

Westshore Wealth first reported a position in IRT in Q4 2021 and has held it in 17 quarters since. The position peaked at $264K in Q1 2022. 385 funds tracked by Wall St. Rank hold IRT as of Q1 2026.

Westshore Wealth held 10,000 shares of Independence Realty Trust worth $149K as of Q1 2026.
Westshore Wealth left its Independence Realty Trust share count unchanged in Q1 2026.
Independence Realty Trust made up 0.05% of Westshore Wealth's portfolio in Q1 2026, its #99 holding.
Westshore Wealth first reported a position in Independence Realty Trust in Q4 2021 and has held it in 17 quarters since.
Westshore Wealth's Independence Realty Trust position peaked at $264K in Q1 2022.
385 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.