Position in IRT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,851,271
+$31,326 QoQ
Shares Held
110,921
-9.2% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#122
of 391 holders
Holding Since
Dec 2021
19 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, 2026J.W. COLE ADVISORS, INC. holds $2,210,291 across 2 REIT - Residential names. IRT ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
This page
|
110,921 | $1,851,271 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,584 | $359,020 |
All Filings in IRT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,851,271 | 110,921 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,819,945 | 122,226 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,452,618 | 140,310 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,420,442 | 147,678 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,649,855 | 149,794 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,069,072 | 144,563 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $692,912 | 34,925 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $718,361 | 35,042 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $720,721 | 38,459 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $646,280 | 40,067 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $620,568 | 40,560 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $603,645 | 42,903 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $888,625 | 48,772 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $832,085 | 51,908 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $913,103 | 54,158 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,068,310 | 63,856 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,595,069 | 76,945 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,917,005 | 72,504 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $1,309,167 | 50,684 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||