RAYMOND JAMES FINANCIAL INC
Position in IRT — Independence Realty Trust, Inc.
CIK 720005
ST. PETERSBURG, FL
Position in IRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,494,045
+$1,577,590 QoQ
Shares Held
329,182
+25.2% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#78
of 393 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in IRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $200,653,209 across 15 REIT - Residential names. IRT ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
469,738 | $65,265,395 | |
| 2 | UDR |
UDR, Inc.
|
545,265 | $21,766,977 | |
| 3 | 291,919 | $19,721,506 | |||
| 4 | SUI |
Sun Communities Inc
|
129,056 | $15,475,103 | |
| 5 | MRP |
Millrose Properties, Inc.
|
505,294 | $15,184,084 | |
| 6 | UMH |
Umh Properties, Inc.
|
969,903 | $14,684,330 | |
| 7 | VMRK |
Vivmark Residential
|
178,787 | $12,144,999 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
177,210 | $11,421,184 |
All Filings in IRT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,494,045 | 329,182 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $3,916,455 | 263,026 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,769,417 | 272,850 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $6,380,805 | 389,311 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,188,207 | 406,343 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,650,742 | 595,890 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,104,223 | 610,092 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||