LPL Financial LLC

Position in IRT — Independence Realty Trust, Inc.

CIK 1403438 FORT MILL, SC

Position in IRT

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$4,936,332

-$1,122,673 QoQ

Shares Held

331,520

-4.4% QoQ

Ownership

0.141%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0.49408783783783783.ToString("F0")% Shared 0.ToString("F0")% None 99.50591216216216.ToString("F0")%

Real Estate · as of Mar 31, 2026

LPL Financial LLC holds $56,813,236 across 17 REIT - Residential names. IRT ranks #5 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	33,189	$8,031,738
2	AVB	Avalonbay Communities Inc	45,515	$7,434,875
3	MAA	Mid America Apartment Communities Inc.	50,990	$6,226,898
4	ELS	Equity Lifestyle Properties Inc	95,788	$5,979,086
5	IRT	Independence Realty Trust, Inc. This page	331,520	$4,936,332
6	UDR	UDR, Inc.	142,619	$4,817,669
7	EQR	Equity Residential	67,203	$3,975,057
8	SUI	Sun Communities Inc	27,803	$3,502,065

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,936,332	331,520	-4.4%	Shares	Sole	2026-05-06
2025-12-31	$6,059,005	346,625	-5.1%	Shares	Sole	2026-02-11
2025-09-30	$5,988,791	365,393	+1.9%	Shares	Sole	2025-11-12
2025-06-30	$6,341,741	358,493	-5.2%	Shares	Sole	2025-08-12
2025-03-31	$8,030,141	378,245	-3.3%	Shares	Sole	2025-05-07
2024-12-31	$7,762,657	391,263	-1.0%	Shares	Sole	2025-02-11
2024-09-30	$8,099,283	395,087	+19.8%	Shares	Sole	2024-11-08
2024-06-30	$6,180,264	329,790	+1.3%	Shares	Sole	2024-08-07
2024-03-31	$5,249,669	325,460	+31.2%	Shares	Sole	2024-05-10
2023-12-31	$3,794,751	248,023	+14.0%	Shares	Sole	2024-02-14
2023-09-30	$3,059,929	217,479	-7.2%	Shares	Sole	2023-11-13
2023-06-30	$4,272,061	234,471	-4.3%	Shares	Sole	2023-07-31
2023-03-31	$3,927,991	245,040	-21.4%	Shares	Sole	2023-05-10
2022-12-31	$5,258,532	311,894	-14.9%	Shares	Sole	2023-02-07
2022-09-30	$6,133,770	366,633	+0.9%	Shares	Sole	2022-11-14
2022-06-30	$7,532,701	363,372	+32.2%	Shares	Sole	2022-08-12
2022-03-31	$7,267,509	274,868	+41.9%	Shares	Sole	2022-05-16
2021-12-31	$5,002,263	193,661	+1646.0%	Shares	Sole	2022-02-14
2021-09-30	$225,722	11,092	-48.3%	Shares	Sole	2021-11-15
2020-12-31	$288,207	21,460	+52.0%	Shares	Sole	2021-02-12
2020-09-30	$163,662	14,121	-81.5%	Shares	Sole	2020-11-09
2020-06-30	$877,204	76,345	+657.1%	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.