Position in IRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,576,646
+$640,314 QoQ
Shares Held
334,131
+0.8% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 393 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $64,735,035 across 17 REIT - Residential names. IRT ranks #6 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
30,873 | $9,002,258 | |
| 2 | 109,583 | $7,403,252 | |||
| 3 | MAA |
Mid America Apartment Communities Inc.
|
44,152 | $6,134,478 | |
| 4 | UDR |
UDR, Inc.
|
143,184 | $5,715,905 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
86,700 | $5,587,815 | |
| 6 | IRT |
Independence Realty Trust, Inc.
This page
|
334,131 | $5,576,646 | |
| 7 | AIV |
Apartment Investment & Management Co
|
1,633,396 | $4,851,186 | |
| 8 | VMRK |
Vivmark Residential
|
71,400 | $4,850,202 |
All Filings in IRT
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,576,646 | 334,131 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,936,332 | 331,520 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,059,005 | 346,625 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,988,791 | 365,393 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,341,741 | 358,493 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $8,030,141 | 378,245 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,762,657 | 391,263 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,099,283 | 395,087 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $6,180,264 | 329,790 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,249,669 | 325,460 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,794,751 | 248,023 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,059,929 | 217,479 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,272,061 | 234,471 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,927,991 | 245,040 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,258,532 | 311,894 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $6,133,770 | 366,633 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,532,701 | 363,372 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $7,267,509 | 274,868 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,002,263 | 193,661 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $225,722 | 11,092 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $288,207 | 21,460 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $163,662 | 14,121 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $877,204 | 76,345 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $90,150 | 10,084 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||