KINGSWOOD WEALTH ADVISORS, LLC

Position in IRT — Independence Realty Trust, Inc.

CIK 1987855 SAN DIEGO, CA

Position in IRT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$184,624

+$19,911 QoQ

Shares Held

11,062

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#285

of 390 holders

Holding Since

Dec 2023

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $7,319,585 across 5 REIT - Residential names. IRT ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	10,218	$2,979,466
2	MAA	Mid America Apartment Communities Inc.	20,502	$2,848,547
3	VMRK	Vivmark Residential	10,581	$718,767
4	UDR	UDR, Inc.	14,734	$588,181
5	IRT	Independence Realty Trust, Inc. This page	11,062	$184,624

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$184,624	11,062	0.0%	Shares	Sole	2026-07-27
2026-03-31	$164,713	11,062	0.0%	Shares	Sole	2026-04-28
2025-12-31	$193,363	11,062	-59.7%	Shares	Sole	2026-01-28
2024-12-31	$544,687	27,454	+141.5%	Shares	Sole	2025-01-22
2024-09-30	$233,085	11,370	-26.6%	Shares	Sole	2024-10-21
2024-06-30	$290,395	15,496	-9.9%	Shares	Sole	2024-07-09
2023-12-31	$263,098	17,196	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.