Position in IRT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,286,491
+$3,101,063 QoQ
Shares Held
220,718
+1574.8% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
3 quarters on record
Voting authority
Sole 99.76466846875496.ToString("F0")%
Shared 0.ToString("F0")%
None 0.23533153124503098.ToString("F0")%
Common Shares in IRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $87,674,667 across 14 REIT - Residential names. IRT ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
66,430 | $16,076,060 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
126,959 | $15,504,233 | |
| 3 | SUI |
Sun Communities Inc
|
95,035 | $11,970,607 | |
| 4 | AMH |
American Homes 4 Rent
|
401,438 | $11,208,148 | |
| 5 | CPT |
Camden Property Trust
|
86,839 | $8,480,696 | |
| 6 | AVB |
Avalonbay Communities Inc
|
46,308 | $7,564,411 | |
| 7 | EQR |
Equity Residential
|
84,613 | $5,004,858 | |
| 8 | IRT |
Independence Realty Trust, Inc.
This page
|
220,718 | $3,286,491 |
All Filings in IRT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,286,491 | 220,718 | Shares | Sole | 2026-05-15 | |
| 2023-09-30 | $185,428 | 13,179 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $188,795 | 10,362 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||