ENVESTNET ASSET MANAGEMENT INC: IRT position timeline

ENVESTNET ASSET MANAGEMENT INC held 70,822 IRT shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 70,822 shares

   Change vs previous 13F +2,163 shares

   <0.01% of the 13F portfolio, value $1,182,011.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

2. period ended2026-03-31

   13F 68,659 shares

   Change vs previous 13F -9,482 shares

   <0.01% of the 13F portfolio, value $1,022,336.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 78,141 shares

   Change vs previous 13F -117,131 shares

   <0.01% of the 13F portfolio, value $1,365,900.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 78,141 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 195,272 shares

   Change vs previous 13F -10,380 shares

   <0.01% of the 13F portfolio, value $3,200,503.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 181,361 shares
   • Envestnet Portfolio Solutions, Inc.: 13,911 shares

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 205,652 shares

   Change vs previous 13F -61,898 shares

   <0.01% of the 13F portfolio, value $3,637,983.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 191,536 shares
   • Envestnet Portfolio Solutions, Inc.: 14,116 shares

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 267,550 shares

   Change vs previous 13F -2,591 shares

   <0.01% of the 13F portfolio, value $5,680,079.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 252,949 shares
   • Envestnet Portfolio Solutions, Inc.: 14,601 shares

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 270,141 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $5,359,593.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 252,218 shares
   • Envestnet Portfolio Solutions, Inc.: 17,923 shares

   Acceptance time not in the bulk data set (spec §4.2).