AE Wealth Management LLC

Position in IRT — Independence Realty Trust, Inc.

CIK 1697723 TOPEKA, KS

Position in IRT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$246,510

+$26,750 QoQ

Shares Held

14,770

+0.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#260

of 387 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

AE Wealth Management LLC holds $1,008,749 across 2 REIT - Residential names. IRT ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VMRK	Vivmark Residential	11,221	$762,239
2	IRT	Independence Realty Trust, Inc. This page	14,770	$246,510

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,510	14,770	+0.1%	Shares	Other	2026-08-03
2026-03-31	$219,760	14,759	-3.8%	Shares	Other	2026-05-13
2025-12-31	$268,106	15,338	-1.0%	Shares	Other	2026-01-26
2025-09-30	$253,977	15,496	-39.3%	Shares	Other	2025-11-03
2025-06-30	$451,739	25,537	-9.9%	Shares	Other	2025-08-06
2025-03-31	$601,988	28,356	-30.9%	Shares	Other	2025-05-06
2024-12-31	$813,627	41,010	+37.9%	Shares	Other	2025-02-13
2024-09-30	$609,565	29,735	-6.0%	Shares	Other	2024-11-14
2024-06-30	$592,571	31,621	+44.6%	Shares	Other	2024-08-12
2024-03-31	$352,710	21,867	-49.1%	Shares	Other	2024-05-15
2023-12-31	$657,563	42,978	-27.1%	Shares	Sole	2024-02-14
2023-09-30	$829,989	58,990	+4.0%	Shares	Sole	2023-10-11
2023-06-30	$1,033,420	56,719	+4.6%	Shares	Sole	2023-07-10
2023-03-31	$869,403	54,236	+0.5%	Shares	Sole	2023-04-14
2022-12-31	$910,052	53,977	-2.5%	Shares	Sole	2023-01-31
2022-09-30	$926,507	55,380	+37.1%	Shares	Sole	2022-10-25
2022-06-30	$837,118	40,382	-22.8%	Shares	Sole	2022-08-03
2022-03-31	$1,383,578	52,329	+16.9%	Shares	Sole	2022-04-18
2021-12-31	$1,156,228	44,763	—	Shares	Sole	2022-01-20
No filing history on record for this holder in this stock.