B. Riley Wealth Advisors, Inc. IRT — INDEPENDENCE RLTY TR INC

Ownership history in B. Riley Wealth Advisors, Inc.  ·  19 quarters on record

AI Ownership Summary

B. Riley Wealth Advisors, Inc. reported INDEPENDENCE RLTY TR INC (IRT) in 19 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows IRT at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B. Riley Wealth Advisors, Inc.'s position in INDEPENDENCE RLTY TR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IRT was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IRT stock page B. Riley Wealth Advisors, Inc. fund profile B. Riley Wealth Advisors, Inc. full holdings
How B. Riley Wealth Advisors, Inc. held IRT — position size vs. price
% of Fund (quarterly)    IRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 20,546 +8,944 +77.1% 0.01% $299K 2026-10-13 $14.85
2026 Q1 REDUCED 59.4% +14.0% ❌ 11,602 -16,996 -59.4% 0.01% $172K 2026-04-27 $15.47
2025 Q4 REDUCED 5.5% -13.8% ✅ 28,598 -1,657 -5.5% 0.02% $500K 2026-02-17 $15.85
2025 Q3 REDUCED — — — 30,255 -1,246 -4.0% 0.02% $496K 2025-10-31 $15.24
2025 Q2 REDUCED 5.5% -7.6% ✅ 31,501 -1,820 -5.5% 0.03% $557K 2025-08-19 $16.49
2024 Q4 REDUCED 11.5% +7.8% ❌ 33,321 -4,343 -11.5% 0.02% $666K 2025-02-25 $19.45
2024 Q3 REDUCED — — — 37,664 -584 -1.5% 0.02% $772K 2024-12-13 $19.76
2024 Q2 REDUCED 9.6% +10.2% ❌ 38,248 -4,058 -9.6% 0.02% $723K 2024-08-19 $17.94
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IRT

As of 2026 Q3 — sorted by position size

Pensionfund Sabic 3Y 7Y 0.4% Grove Bank & Trust 3Y 7Y 0.34% Pensionfund PDN 3Y 7Y 0.29% Seven Hills Financial, LLC 0.2% Aurora Investment Managers, LLC. 3Y 0.17% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.11% Southland Equity Partners LLC 0.08% Legacy Wealth Asset Management, LLC 3Y 0.03% Triumph Capital Management 3Y 0.02% Focus Financial Network, Inc. 0.01%

FAQ About B. Riley Wealth Advisors, Inc. and IRT

These are the practical questions this page is built to answer before you even open the full history table.

How long has B. Riley Wealth Advisors, Inc. reported owning IRT?

B. Riley Wealth Advisors, Inc. reported IRT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported IRT position in B. Riley Wealth Advisors, Inc.'s portfolio?

The largest reported portfolio weight for IRT was 0.03% in 2025 Q2.

What is the latest reported IRT position on this page?

The most recent filing on this page is 2026 Q3, when B. Riley Wealth Advisors, Inc. reported 20,546 shares, equal to 0.01% of portfolio, with an estimated market value of $299K.

What does the chart on this IRT ownership page compare?

The chart compares B. Riley Wealth Advisors, Inc.'s quarterly IRT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did B. Riley Wealth Advisors, Inc. time their IRT position?

Based on 13F filing dates vs. subsequent IRT price moves, B. Riley Wealth Advisors, Inc. correctly timed 11 out of 18 reported position changes (61%). The annualised alpha on IRT relative to SPY over the holding period was -17.0%.

← Back to B. Riley Wealth Advisors, Inc. Holdings