IRT — INDEPENDENCE RLTY TR INC

Ownership history in Advisor OS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in INDEPENDENCE RLTY TR INC (IRT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.07% (2025 Q1)
Avg. % of fund
0.06%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 29,917 -301 -1.0% 0.04% $490K $16.23
2025 Q2 REDUCED 30,218 -24 -0.1% 0.05% $535K $17.34
2025 Q1 ADDED 30,242 +78 +0.3% 0.07% $642K $20.61
2024 Q4 ADDED 30,164 +111 +0.4% 0.07% $598K $19.11
2024 Q3 INITIATED 30,053 — — 0.06% $616K $19.59
% of Fund (quarterly)    IRT price (monthly, adj. close)

Other funds also holding IRT

As of 2025 Q4 — sorted by position size

Argosy-Lionbridge Management, LLC 16.98% B&I Capital AG 3Y 3.18% Conversant Capital LLC 3Y 2.82% Long Pond Capital, LP 3Y 7Y 2.05% Aurora Investment Managers, LLC. 3Y 1.92% Slocum, Gordon & Co LLP 1.25% Blue Zone Wealth Advisors, LLC 3Y 1.0% Engineers Gate Manager LP 3Y 7Y 0.89% Taylor Frigon Capital Management LLC 3Y 7Y 0.89% Phocas Financial Corp. 3Y 7Y 0.84%
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