CREATIVE FINANCIAL DESIGNS INC /ADV
Position in IRT — Independence Realty Trust, Inc.
CIK 819864
KOKOMO, IN
Position in IRT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,574
+$1,895 QoQ
Shares Held
1,053
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#347
of 387 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $978,629 across 12 REIT - Residential names. IRT ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
2,246 | $654,911 | |
| 2 | UDR |
UDR, Inc.
|
2,502 | $99,879 | |
| 3 | MRP |
Millrose Properties, Inc.
|
3,123 | $93,846 | |
| 4 | UMH |
Umh Properties, Inc.
|
6,196 | $93,807 | |
| 5 | IRT |
Independence Realty Trust, Inc.
This page
|
1,053 | $17,574 | |
| 6 | CPT |
Camden Property Trust
|
52 | $5,953 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62 | $3,995 | |
| 8 | INVH |
Invitation Homes Inc.
|
126 | $3,806 |
All Filings in IRT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,574 | 1,053 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,679 | 1,053 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $18,406 | 1,053 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,300 | 3,069 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,290 | 3,069 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $65,154 | 3,069 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $74,221 | 3,741 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $76,690 | 3,741 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $70,106 | 3,741 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $75,730 | 4,695 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $140,622 | 9,191 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $144,935 | 10,301 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $197,887 | 10,861 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $174,101 | 10,861 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $321,149 | 19,048 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $293,276 | 17,530 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $137,377 | 6,627 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $53,303 | 2,016 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $65,608 | 2,540 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||