Perigon Wealth Management, LLC
- SEC CIK
- 0001575239
- Latest filing
- Aug 7, 2026
IRT holding history
Independence Realty Trust, Inc. in every 13F filed by Perigon Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IRT overviewAll 13F holders of IRTFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,021
- Value
- $217.3K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 13,021 | $217.3K | <0.1% | −484−3.6% | Reduced | Holders |
| Q1 2026 | 13,505 | $201.1K | <0.1% | +1,037+8.3% | Added | Holders |
| Q4 2025 | 12,468 | $217.9K | <0.1% | +111+0.9% | Added | Holders |
| Q3 2025 | 12,357 | $202.5K | <0.1% | +658+5.6% | Added | Holders |
| Q2 2025 | 11,699 | $207.0K | <0.1% | −68−0.6% | Reduced | Holders |
| Q1 2025 | 11,767 | $249.8K | <0.1% | +118+1.0% | Added | Holders |
| Q4 2024 | 11,649 | $221.6K | <0.1% | +11,649 | New | Holders |