Blue Zone Wealth Advisors, LLC
Holdings in IRT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,240,696 | 299,811 | Shares | Sole | 2026-01-21 |
| 2025-09-30 | $4,855,357 | 296,239 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $4,969,138 | 280,901 | Shares | Sole | 2025-07-24 |
| 2025-03-31 | $5,660,937 | 266,648 | Shares | Sole | 2025-04-11 |
| 2024-12-31 | $4,447,790 | 224,183 | Shares | Sole | 2025-01-30 |
| 2024-09-30 | $4,436,753 | 216,427 | Shares | Sole | 2024-10-07 |