Position in IRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,601,301
+$1,564,842 QoQ
Shares Held
215,776
+57.8% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#99
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $460,206,217 across 13 REIT - Residential names. IRT ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
823,453 | $55,937,162 | |
| 2 | 818,653 | $55,306,752 | |||
| 3 | INVH |
Invitation Homes Inc.
|
1,800,395 | $54,389,932 | |
| 4 | SUI |
Sun Communities Inc
|
432,682 | $51,882,898 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
308,616 | $42,879,106 | |
| 6 | AMH |
American Homes 4 Rent
|
1,182,182 | $39,626,740 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
606,874 | $39,113,029 | |
| 8 | CPT |
Camden Property Trust
|
322,406 | $36,912,262 |
All Filings in IRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,601,301 | 215,776 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $2,036,459 | 136,767 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,897,698 | 108,564 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $588,531 | 35,908 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $3,475,429 | 196,463 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $2,554,308 | 120,316 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,905,884 | 146,466 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,534,476 | 221,194 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $1,231,142 | 65,696 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $524,079 | 32,491 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $504,425 | 32,969 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,881,000 | 204,762 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $619,388 | 33,995 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $575,829 | 35,922 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $633,311 | 37,563 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $1,598,166 | 95,527 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,786,858 | 134,436 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $4,850,364 | 183,448 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $4,828,892 | 186,949 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $1,158,688 | 56,938 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $2,230,476 | 122,352 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $798,633 | 57,262 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $875,353 | 65,179 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $699,769 | 60,377 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $724,996 | 63,098 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,038,926 | 116,211 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||