IRT — INDEPENDENCE RLTY TR INC

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  11 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported INDEPENDENCE RLTY TR INC (IRT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows IRT at 0.00% 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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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 Q1

IRT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 22,238 -169 -0.8% 0.00% $336K 2026-04-08 $15.21
2025 Q4 ADDED 22,407 +2,900 +14.9% 0.00% $391K 2026-01-08 $17.28
2025 Q3 REDUCED 19,507 -5,597 -22.3% 0.00% $317K 2025-10-29 $14.81
2025 Q2 ADDED 25,104 +3,324 +15.3% 0.00% $446K 2025-07-10 $16.97
2025 Q1 REDUCED 21,780 -24 -0.1% 0.00% $462K 2025-04-16 $18.11
2024 Q4 UNCHANGED 21,804 — 0% 0.00% $447K 2025-01-10 $17.36
2024 Q3 REDUCED 21,804 -2,784 -11.3% 0.00% $447K 2024-10-24 $18.82
2024 Q2 ADDED 24,588 +9,904 +67.4% 0.00% $461K 2024-07-16 $17.86
2024 Q1 ADDED 14,684 +753 +5.4% 0.00% $237K 2024-04-15 $14.74
2023 Q4 ADDED 13,931 +2,474 +21.6% 0.00% $213K 2024-01-30 $13.91
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IRT

As of 2026 Q1 — sorted by position size

Slocum, Gordon & Co LLP 0.98% Pensionfund Sabic 3Y 7Y 0.41% Grove Bank & Trust 3Y 7Y 0.4% Pensionfund PDN 3Y 7Y 0.38% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.13% INVESTMENT ADVISORY SERVICES INC /TX /ADV 3Y 0.1% Southland Equity Partners LLC 0.09% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.07% Wealth Science Advisors LLC 0.03% CPC Advisors, LLC 3Y 0.03%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and IRT

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning IRT?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported IRT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IRT position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for IRT was 0.00% in 2024 Q2.

What is the latest reported IRT position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 22,238 shares, equal to 0.00% of portfolio, with an estimated market value of $336K.

What does the chart on this IRT ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC'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.

← Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Holdings