Position in IRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$451,463
+$65,962 QoQ
Shares Held
27,050
+4.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 390 holders
Holding Since
Dec 2021
7 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, 2026Arkadios Wealth Advisors holds $5,402,713 across 8 REIT - Residential names. IRT ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
9,311 | $1,116,481 | |
| 2 | BHM |
Bluerock Homes Trust, Inc.
|
121,770 | $1,095,930 | |
| 3 | VMRK |
Vivmark Residential
|
14,474 | $983,218 | |
| 4 | AVB |
Avalonbay Communities Inc
|
3,316 | $625,695 | |
| 5 | CPT |
Camden Property Trust
|
4,255 | $487,154 | |
| 6 | IRT |
Independence Realty Trust, Inc.
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|
27,050 | $451,463 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
3,103 | $431,130 | |
| 8 | MRP |
Millrose Properties, Inc.
|
7,043 | $211,642 |
All Filings in IRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,463 | 27,050 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $385,501 | 25,890 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $451,473 | 25,828 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $208,742 | 12,736 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $220,823 | 12,483 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $263,718 | 12,422 | Shares | Sole | 2025-05-08 | |
| 2021-12-31 | $277,595 | 10,747 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||