Position in IRT
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$4,214,018
-$2,085,057 QoQ
Shares Held
283,010
-21.5% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17.87852019363273.ToString("F0")%
Shared 0.ToString("F0")%
None 82.12147980636728.ToString("F0")%
Common Shares in IRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Phocas Financial Corp. holds $9,812,750 across 2 REIT - Residential names. IRT ranks #2 (42.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSR |
Centerspace
|
97,454 | $5,598,732 | |
| 2 | IRT |
Independence Realty Trust, Inc.
This page
|
283,010 | $4,214,018 |
All Filings in IRT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,214,018 | 283,010 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,299,075 | 360,359 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $5,923,968 | 361,438 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,304,309 | 356,377 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $7,566,966 | 356,428 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,472,815 | 376,654 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $7,787,458 | 379,876 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,570,922 | 403,998 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,716,677 | 416,409 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,812,753 | 445,278 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $6,254,297 | 444,513 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $8,122,038 | 445,776 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $8,236,710 | 513,831 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $8,692,948 | 515,596 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $5,178,587 | 309,539 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $6,222,420 | 300,165 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $11,699,303 | 442,485 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $11,594,854 | 448,891 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,232,998 | 453,710 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,202,661 | 449,954 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,501,078 | 493,492 | Shares | Sole | 2021-06-22 | |
| 2020-12-31 | $8,815,975 | 656,439 | Shares | Sole | 2021-03-01 | |
| 2020-09-30 | $9,488,234 | 818,657 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $9,188,966 | 799,736 | Shares | Sole | 2020-08-24 | |
| 2020-03-31 | $7,663,502 | 857,215 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||