NewEdge Wealth, LLC
- SEC CIK
- 0001861796
- Latest filing
- Aug 10, 2026
IRT holding history
Independence Realty Trust, Inc. in every 13F filed by NewEdge Wealth, 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)
- 17,825
- Value
- $297.5K
- % of portfolio
- <0.1%
- Quarters held
- 6
- Since Q1 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,825 | $297.5K | <0.1% | +2,825+18.8% | Added | Holders |
| Q1 2026 | 15,000 | $223.3K | <0.1% | +4,624+44.6% | Added | Holders |
| Q4 2025 | 10,376 | $181.4K | <0.1% | +376+3.8% | Added | Holders |
| Q3 2025 | 10,000 | $162.6K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 10,000 | $174.0K | <0.1% | −20.0% | Reduced | Holders |
| Q1 2025 | 10,002 | $212.3K | <0.1% | +10,002 | New | Holders |