Position in IRT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,445,989
+$84,712 QoQ
Shares Held
298,589
+19.7% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026SEI INVESTMENTS CO holds $472,801,053 across 18 REIT - Residential names. IRT ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
771,978 | $97,238,348 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
361,694 | $87,529,948 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
957,634 | $59,775,514 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,053,588 | $51,031,660 | |
| 5 | AVB |
Avalonbay Communities Inc
|
271,640 | $44,372,393 | |
| 6 | EQR |
Equity Residential
|
652,129 | $38,573,430 | |
| 7 | UDR |
UDR, Inc.
|
981,797 | $33,165,101 | |
| 8 | AMH |
American Homes 4 Rent
|
663,755 | $18,532,039 |
All Filings in IRT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||