IRT — INDEPENDENCE RLTY TR INC COM

Ownership history in Cornerstone Planning Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning Group LLC reported a position in INDEPENDENCE RLTY TR INC COM (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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 15 — 0% 0.00% $237 $16.23
2025 Q2 UNCHANGED 15 — 0% 0.00% $259 $17.34
2025 Q1 INITIATED 15 — — 0.00% $294 $20.61
% 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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