Position in IRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,115,334
+$669,345 QoQ
Shares Held
306,491
+2.6% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#82
of 393 holders
Holding Since
Jun 2020
25 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, 2026SEI INVESTMENTS CO holds $508,361,697 across 15 REIT - Residential names. IRT ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
363,007 | $105,849,210 | |
| 2 | SUI |
Sun Communities Inc
|
736,312 | $88,291,171 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,205,871 | $77,718,385 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,902,612 | $57,477,907 | |
| 5 | VMRK |
Vivmark Residential
|
697,687 | $47,393,877 | |
| 6 | AVB |
Avalonbay Communities Inc
|
610,097 | $41,217,077 | |
| 7 | UDR |
UDR, Inc.
|
619,837 | $24,743,892 | |
| 8 | AMH |
American Homes 4 Rent
|
574,060 | $19,242,490 |
All Filings in IRT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,115,334 | 306,491 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,445,989 | 298,589 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,361,277 | 249,501 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,447,749 | 515,421 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,123,976 | 854,945 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,559,516 | 921,315 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $17,130,926 | 863,454 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $14,125,012 | 689,025 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $13,779,596 | 735,304 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,475,417 | 215,463 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,939,405 | 192,118 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $461,340 | 32,789 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,067,436 | 278,125 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,211,384 | 325,102 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,507,132 | 267,327 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,012,715 | 478,943 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,274,066 | 592,092 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $16,706,481 | 631,864 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $17,380,954 | 672,898 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,575,486 | 519,680 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,237,310 | 397,000 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $5,476,560 | 360,300 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,887,741 | 363,942 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,269,117 | 368,345 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $3,886,779 | 338,275 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||