Perigon Wealth Management, LLC
Position in IRT — Independence Realty Trust, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in IRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$217,320
+$16,231 QoQ
Shares Held
13,021
-3.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 391 holders
Holding Since
Dec 2024
7 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, 2026Perigon Wealth Management, LLC holds $8,363,469 across 2 REIT - Residential names. IRT ranks #2 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
27,937 | $8,146,149 | |
| 2 | IRT |
Independence Realty Trust, Inc.
This page
|
13,021 | $217,320 |
All Filings in IRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,320 | 13,021 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $201,089 | 13,505 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $217,940 | 12,468 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $202,531 | 12,357 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $206,955 | 11,699 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $249,813 | 11,767 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $231,116 | 11,649 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||