Center for Financial Planning, Inc.
Position in IRT — Independence Realty Trust, Inc.
CIK 1803557
SOUTHFIED, MI
Position in IRT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$18,926
+$2,041 QoQ
Shares Held
1,134
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 393 holders
Holding Since
Dec 2021
19 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, 2026Center for Financial Planning, Inc. holds $166,656 across 4 REIT - Residential names. IRT ranks #3 (11.4% of the industry book) .
All Filings in IRT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,926 | 1,134 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $16,885 | 1,134 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $19,822 | 1,134 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $18,586 | 1,134 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $20,060 | 1,134 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $24,074 | 1,134 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $22,498 | 1,134 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $23,247 | 1,134 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $21,251 | 1,134 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $18,291 | 1,134 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $17,350 | 1,134 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $15,955 | 1,134 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $20,661 | 1,134 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,178 | 1,134 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $19,119 | 1,134 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $18,971 | 1,134 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $23,507 | 1,134 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $29,982 | 1,134 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $29,291 | 1,134 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||