Dynamic Wealth Strategies, LLC
Position in IRT — Independence Realty Trust, Inc.
CIK 1812853
GRANITE BAY, CA
Position in IRT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$44,812
+$4,833 QoQ
Shares Held
2,685
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#326
of 390 holders
Holding Since
Dec 2023
8 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, 2026Dynamic Wealth Strategies, LLC holds $265,522 across 6 REIT - Residential names. IRT ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
848 | $160,009 | |
| 2 | IRT |
Independence Realty Trust, Inc.
This page
|
2,685 | $44,812 | |
| 3 | VMRK |
Vivmark Residential
|
400 | $27,172 | |
| 4 | INVH |
Invitation Homes Inc.
|
602 | $18,186 | |
| 5 | SUI |
Sun Communities Inc
|
100 | $11,991 | |
| 6 | AMH |
American Homes 4 Rent
|
100 | $3,352 |
All Filings in IRT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,812 | 2,685 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $39,979 | 2,685 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $46,933 | 2,685 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $44,007 | 2,685 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $47,497 | 2,685 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $57,002 | 2,685 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $55,042 | 2,685 | Shares | Sole | 2024-11-13 | |
| 2023-12-31 | $8,017 | 524 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||