INDEPENDENT FINANCIAL GROUP, LLC

Position in IRT — Independence Realty Trust, Inc.

CIK 275484 SAN DIEGO, CA

Position in IRT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$699,127

-$21,474 QoQ

Shares Held

41,889

-13.4% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#185

of 391 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $2,561,702 across 3 REIT - Residential names. IRT ranks #3 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRP	Millrose Properties, Inc.	32,752	$984,197
2	MAA	Mid America Apartment Communities Inc.	6,322	$878,378
3	IRT	Independence Realty Trust, Inc. This page	41,889	$699,127

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$699,127	41,889	-13.4%	Shares	Sole	2026-07-15
2026-03-31	$720,601	48,395	-22.7%	Shares	Sole	2026-05-15
2025-12-31	$1,093,723	62,570	-0.5%	Shares	Sole	2026-05-15
2025-09-30	$1,030,439	62,870	+7.3%	Shares	Sole	2026-05-15
2025-06-30	$1,036,917	58,616	-0.2%	Shares	Sole	2026-05-15
2025-03-31	$1,246,986	58,737	+0.9%	Shares	Sole	2026-05-19
2024-12-31	$1,155,422	58,237	-3.0%	Shares	Sole	2026-06-12
2024-09-30	$1,230,717	60,035	-0.8%	Shares	Sole	2026-06-12
2024-06-30	$1,134,294	60,528	-11.1%	Shares	Sole	2026-06-12
2024-03-31	$1,098,178	68,083	-18.6%	Shares	Sole	2026-06-12
2023-12-31	$1,278,942	83,591	+1.8%	Shares	Sole	2026-06-12
2023-09-30	$1,155,780	82,145	-14.8%	Shares	Sole	2026-06-12
2023-06-30	$1,755,843	96,369	+10.1%	Shares	Sole	2026-06-12
2023-03-31	$1,403,218	87,537	-4.4%	Shares	Sole	2026-06-12
2022-12-31	$1,543,533	91,550	-6.5%	Shares	Sole	2026-06-15
2022-09-30	$1,638,318	97,927	-2.9%	Shares	Sole	2026-06-15
2022-06-30	$2,089,894	100,815	-9.4%	Shares	Sole	2026-06-12
2022-03-31	$2,943,247	111,318	+240.8%	Shares	Sole	2026-06-12
2021-12-31	$843,762	32,666	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.