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FIRST TRUST ADVISORS LP: IRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on IRT, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 215,776 IRT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,776 shares
    Change vs previous 13F +79,009 shares

    <0.01% of the 13F portfolio, value $3,601,301.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 136,767 shares
    Change vs previous 13F +28,203 shares

    <0.01% of the 13F portfolio, value $2,036,459.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 108,564 shares
    Change vs previous 13F +72,656 shares

    <0.01% of the 13F portfolio, value $1,897,698.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 35,908 shares
    Change vs previous 13F -160,555 shares

    <0.01% of the 13F portfolio, value $588,531.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 196,463 shares
    Change vs previous 13F +76,147 shares

    <0.01% of the 13F portfolio, value $3,475,429.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 120,316 shares
    Change vs previous 13F -26,150 shares

    <0.01% of the 13F portfolio, value $2,554,308.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 146,466 shares
    Change vs previous 13F -74,728 shares

    <0.01% of the 13F portfolio, value $2,905,884.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 221,194 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,534,476.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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