Integrated Wealth Concepts LLC
Position in IRT — Independence Realty Trust, Inc.
CIK 1737109
WALTHAM, MA
Position in IRT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$842,277
+$477,026 QoQ
Shares Held
50,466
+105.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#167
of 387 holders
Holding Since
Mar 2022
18 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, 2026Integrated Wealth Concepts LLC holds $7,008,283 across 20 REIT - Residential names. IRT ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
25,074 | $1,703,276 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
11,949 | $1,660,194 | |
| 3 | IRT |
Independence Realty Trust, Inc.
This page
|
50,466 | $842,277 | |
| 4 | AMH |
American Homes 4 Rent
|
22,076 | $739,987 | |
| 5 | INVH |
Invitation Homes Inc.
|
22,926 | $692,594 | |
| 6 | AVB |
Avalonbay Communities Inc
|
1,916 | $361,530 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
1,039 | $302,962 | |
| 8 | MRP |
Millrose Properties, Inc.
|
8,303 | $249,505 |
All Filings in IRT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,277 | 50,466 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $365,251 | 24,530 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $407,913 | 23,336 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $306,804 | 18,719 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $339,789 | 19,208 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $332,079 | 15,642 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $325,554 | 16,409 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $332,161 | 16,203 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $303,531 | 16,197 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $261,741 | 16,227 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $248,135 | 16,218 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $227,751 | 16,187 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $294,817 | 16,181 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $260,086 | 16,225 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $240,018 | 14,236 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $258,595 | 15,457 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $320,319 | 15,452 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $395,172 | 14,946 | Shares | Other | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||