Position in IRT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$115,344
+$11,814 QoQ
Shares Held
6,911
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 393 holders
Holding Since
Mar 2020
24 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, 2026IFP Advisors, Inc holds $937,195 across 20 REIT - Residential names. IRT ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
2,621 | $314,284 | |
| 2 | AMH |
American Homes 4 Rent
|
5,608 | $187,980 | |
| 3 | IRT |
Independence Realty Trust, Inc.
This page
|
6,911 | $115,344 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,745 | $52,716 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
763 | $49,175 | |
| 6 | MRP |
Millrose Properties, Inc.
|
1,387 | $41,679 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
284 | $39,458 | |
| 8 | 525 | $35,473 |
All Filings in IRT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,344 | 6,911 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $103,530 | 6,953 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $120,244 | 6,879 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $112,959 | 6,892 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $101,823 | 5,756 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $145,680 | 6,862 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $64,321 | 3,242 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $102,336 | 4,992 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $32,795 | 1,750 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $28,227 | 1,750 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $47,583 | 3,110 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $35,175 | 2,500 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $54,660 | 3,000 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,408 | 1,086 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $468 | 47,884 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $142,506 | 8,518 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $176,039 | 8,492 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $34,319 | 1,298 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $9,192 | 800 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,152 | 800 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||