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Disclosery

IRT INDEPENDENCE RLTY TR INC

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COM (common), issuer CIK 1466085

395 managers (407 13F filers) reported a position in IRT shares at 2024-12-31, 229,968,994 shares in all. 35 filers opened a position and 36 filers sold out during the quarter.

Managers
395
13F filers
407
New
35
Added
145
Reduced
136
Sold out
36
Shares held by filers
229,968,994

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NISSAY ASSET MANAGEMENT CORP /JAPAN32,149$642K<0.01%+1,16013F-HRTimeline
XPONANCE LLC31,954$634K0.01%+1,42413F-HRTimeline
Southland Equity Partners LLC31,281$621K0.14%013F-HRTimeline
Pointe Capital Management LLC31,065$616K0.35%013F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…31,018$615K0.01%-5,80813F-HRTimelineGroup
Keystone Wealth Services, LLC30,166$598K0.16%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC30,164$598K0.07%+11113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,601$587K<0.01%+1,51713F-HRTimelineGroup
COOKSON PEIRCE & CO INC29,599$587K0.03%+11,96813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP29,066$577K0.04%-913F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…29,061$577K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.28,755$571K0.02%-5,98613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…28,716$570K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.28,431$564K0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,454$545K0.04%+16,08413F-HRTimeline
CFO4Life Group, LLC26,977$535K0.09%+11213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,714$530K<0.01%+1,49913F-HRTimelineGroup
Metis Global Partners, LLC25,769$511K0.02%+2,63113F-HRTimeline
Geneos Wealth Management Inc.25,694$510K0.02%-3,02713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,315$502K<0.01%-313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC25,165$499K<0.01%+3,03713F-HRTimelineGroup
Sequoia Financial Advisors, LLC24,795$492K<0.01%-2,65813F-HR/ATimeline
Orion Porfolio Solutions, LLC24,610$488K<0.01%-1,85013F-HRTimeline
Orion Portfolio Solutions, LLC24,610$488K<0.01%-1,85013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC22,606$474K<0.01%-78,21213F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO23,413$465K0.02%013F-HRTimeline
Belpointe Asset Management LLC22,161$461K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC22,998$456K0.03%+3013F-HRTimeline
Greenland Capital Management LP22,907$454K0.09%-37,57213F-HRTimeline
Janney Montgomery Scott LLC22,705$450K<0.01%+3,60013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…22,480$446K0.16%-1,78013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,310$443K<0.01%-13013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,292$442K<0.01%+48813F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV21,954$436K<0.01%+1,95813F-HRTimeline
Centiva Capital, LP21,897$434K0.02%-36,30913F-HRTimeline
INCEPTIONR LLC21,821$433K0.1%-18,78313F-HRTimeline
CIBC WORLD MARKETS CORP21,151$420K<0.01%new13F-HRTimeline
Entropy Technologies, LP20,552$408K0.04%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,485$407K0.01%+74813F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC20,446$406K0.05%-3,70413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,390$404K0.01%+1,26913F-HRTimelineGroup
SFMG, LLC20,376$404K0.03%+7413F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC20,369$404K<0.01%-2,74913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,379$384K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC19,114$379K0.01%+1,18913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC18,899$375K<0.01%013F-HRTimelineGroup
Independent Solutions Wealth Management…18,197$361K0.08%013F-HRTimeline
NorthCoast Asset Management LLC18,000$357K<0.01%013F-HR/ATimeline
Kovack Advisors, Inc.17,154$340K0.03%-6813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC16,989$337K0.01%-48513F-HRTimeline
Keel Point, LLC16,881$335K0.03%+3,29513F-HRTimeline
Foundations Investment Advisors, LLC16,797$333K0.01%+3,48113F-HRTimeline
High Probability Advisors, LLC16,645$330K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,502$329K<0.01%-2,39213F-HRTimelineGroup
Integrated Wealth Concepts LLC16,409$326K<0.01%+20613F-HRTimeline
GTS SECURITIES LLC16,383$325K0.02%new13F-HRTimeline
Engineers Gate Manager LP15,908$316K0.01%new13F-HRTimeline
Crossmark Global Holdings, Inc.15,704$312K0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,654$311K<0.01%+1,84613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP16,160$310K0.05%013F-HRTimeline
Verdence Capital Advisors LLC15,636$310K0.02%013F-HRTimeline
TFB Advisors LLC15,501$308K0.09%013F-HRTimeline
MACKENZIE FINANCIAL CORP15,391$305K<0.01%+713F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,786$293K0.01%+8,67913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.14,603$290K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,542$289K<0.01%-73413F-HRTimelineGroup
M Holdings Securities, Inc.14,500$288K0.05%-50013F-HR/ATimeline
Fulton Bank, N.A.14,505$288K0.01%new13F-HRTimeline
Csenge Advisory Group14,118$280K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,879$275K<0.01%-1,07113F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…13,859$275K0.01%-93013F-HRTimelineGroup
Fortis Group Advisors, LLC13,850$275K0.05%-81,95613F-HRTimeline
Farringdon Capital, Ltd.13,608$270K0.11%13F-HRTimeline
Essential Planning, LLC.13,110$264K<0.01%new13F-HRTimeline
Dorsey Wright & Associates12,834$255K0.06%-5613F-HRTimeline
Capital Asset Advisory Services LLC12,649$252K0.01%-20113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,649$251K0.01%-20113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC12,646$251K<0.01%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC12,639$251K0.02%013F-HRTimeline
CHICAGO TRUST Co NA12,500$248K0.04%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,476$248K0.12%013F-HRTimeline
Medallion Wealth Advisors, LLC11,636$245K0.12%13F-HRTimeline
HB Wealth Management, LLC12,220$242K<0.01%new13F-HRTimeline
American Trust11,839$235K0.02%-6513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,633$231K<0.01%-34913F-HRTimeline
LaSalle St. Investment Advisors, LLC11,249$223K0.07%new13F-HRTimeline
PFG Investments, LLC11,210$222K0.01%+9013F-HRTimeline
Perigon Wealth Management, LLC11,649$222K0.01%new13F-HRTimeline
Ironsides Asset Advisors, LLC11,070$220K0.06%+72513F-HRTimeline
MML INVESTORS SERVICES, LLC10,975$218K<0.01%-1,00213F-HRTimeline
CPC Advisors, LLC10,778$214K0.03%013F-HRTimeline
Waverly Advisors, LLC10,488$208K<0.01%013F-HRTimeline
Fluent Financial, LLC10,488$208K0.09%013F-HRTimeline
PROFUND ADVISORS LLC10,482$208K0.01%+5913F-HRTimeline
BAILARD, INC.10,300$204K0.01%-5,00013F-HRTimeline
Atom Investors LP10,004$198K0.02%-60313F-HRTimeline
Westshore Wealth, LLC10,000$198K0.08%013F-HRTimeline
KBC Group NVin group KBC Group NV9,295$184K<0.01%+2,82313F-HRTimelineGroup
Caitong International Asset Management …8,485$168K0.16%13F-HR/ATimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.8,377$157K<0.01%-2,99813F-HRTimelineGroup
Lindbrook Capital, LLC7,889$157K0.01%+813F-HRTimeline
MATHER GROUP, LLC.7,774$154K<0.01%013F-HRTimeline
Sterling Capital Management LLC7,254$144K<0.01%+6,47713F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,331$126K0.01%+3113F-HRTimeline
AMERIFLEX GROUP, INC.5,769$111K0.05%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT5,516$109K<0.01%013F-HRTimeline
Avondale Wealth Management5,000$99.2K0.06%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,820$95.6K0.01%013F-HRTimeline
Castleview Partners, LLC4,573$90.4K0.05%013F-HR/ATimeline
Clearstead Trust, LLC4,359$86.5K0.02%013F-HRTimeline
State of Wyoming4,355$86.4K0.01%+1,43713F-HRTimeline
Sound Income Strategies, LLC4,295$85.2K0.01%+73213F-HRTimeline
GF FUND MANAGEMENT CO. LTD.4,198$83.3K<0.01%13F-HRTimeline
Allworth Financial LP4,312$80.5K<0.01%+2013F-HRTimeline
HM PAYSON & CO3,978$78.9K<0.01%+2,16813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,741$74.2K0.01%013F-HRTimeline
Venturi Wealth Management, LLC3,550$70.4K<0.01%new13F-HRTimeline
Caldwell Trust Co3,452$68.5K0.01%013F-HRTimeline
Advisors Asset Management, Inc.3,327$66K<0.01%-7113F-HR/ATimeline
IFP Advisors, Inc3,242$64.3K<0.01%-1,75013F-HRTimeline
Sunbelt Securities, Inc.3,105$61.5K0.01%+113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,099$61.5K<0.01%+10213F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,027$60.1K0.01%-39513F-HRTimelineGroup
Avior Wealth Management, LLC2,990$59.3K<0.01%-1113F-HRTimeline
Parallel Advisors, LLC2,982$59.2K<0.01%+99113F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,904$57.6K<0.01%+45913F-HRTimelineGroup
FIL Ltdin group FIL Ltd2,868$56.9K<0.01%-46113F-HRTimelineGroup
Asset Dedication, LLC2,635$52.3K<0.01%013F-HRTimeline
Nemes Rush Group LLC2,561$50.8K0.01%+2113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,491$49.4K<0.01%+1,00013F-HRTimelineGroup
Arax Advisory Partners2,328$46.2K<0.01%+2,00813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,017$40K<0.01%+1813F-HRTimelineGroup
North Star Investment Management Corp.2,000$39.7K<0.01%new13F-HRTimeline
Pathway Financial Advisers, LLC1,965$39K0.01%+913F-HRTimeline
GAMMA Investing LLC1,757$34.9K<0.01%+24313F-HRTimeline
Mattson Financial Services, LLC1,508$30.9K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,505$29.9K<0.01%+9213F-HRTimeline
Van Hulzen Asset Management, LLC1,440$28.6K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,442$28.6K<0.01%+40613F-HRTimeline
McIlrath & Eck, LLC1,439$28.6K<0.01%013F-HRTimeline
V-Square Quantitative Management LLC1,390$27.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,310$26K<0.01%+52113F-HRTimeline
Mendota Financial Group, LLC1,309$26K0.02%013F-HRTimeline
CoreCap Advisors, LLC1,294$25.7K<0.01%+1013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,260$25K<0.01%+2413F-HRTimelineGroup
Center for Financial Planning, Inc.1,134$22.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,119$22.2K<0.01%013F-HRTimeline
USA FINANCIAL FORMULAS1,114$22.1K<0.01%-3613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,096$22K<0.01%+31513F-HRTimelineGroup
Versant Capital Management, Inc1,100$21.8K<0.01%+1,05713F-HRTimeline
Bayforest Capital Ltd1,046$20.8K0.03%13F-HRTimeline
Beacon Capital Management, LLC1,036$20.6K<0.01%+513F-HRTimeline
Gen-Wealth Partners Inc983$19.5K0.01%013F-HRTimeline
UMB Bank, n.a.962$19.1K<0.01%+91013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…961$19.1K<0.01%+14013F-HRTimelineGroup
Farther Finance Advisors, LLC935$18.6K<0.01%-1513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.834$17K<0.01%new13F-HRTimelineGroup
DANSKE BANK A/S800$15.9K<0.01%-1,60013F-HRTimeline
Riggs Asset Managment Co. Inc.718$14.2K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC692$13K<0.01%13F-HRTimeline
MAI Capital Management601$11.9K<0.01%new13F-HRTimeline
Copia Wealth Management574$11.4K0.01%13F-HRTimeline
Brooklyn Investment Group542$10.8K<0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.525$10.4K0.01%13F-HRTimeline
SIMPLEX TRADING, LLC519$10K<0.01%+40113F-HRTimeline
Larson Financial Group LLC504$10K<0.01%013F-HRTimeline
Blue Trust, Inc.500$9.92K<0.01%-1,54313F-HR/ATimeline
HARBOR CAPITAL ADVISORS, INC.436$9K<0.01%+7413F-HRTimeline
Navigoe, LLC422$8K0.01%13F-HRTimeline
Covestor Ltd416$8K0.01%+113F-HRTimeline
Atala Financial Inc333$6.61K<0.01%13F-HRTimeline
TRUST CO OF VERMONT293$5.81K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC209$4.15K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.214$4.11K<0.01%new13F-HRTimelineGroup
Quent Capital, LLC194$3.85K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC140$2.78K0.01%013F-HRTimeline
Bellwether Advisors, LLC139$2.76K<0.01%new13F-HRTimeline
Quarry LP124$2.46K<0.01%new13F-HRTimeline
GeoWealth Management, LLC114$2.26K<0.01%+3113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…98$1.94K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…85$1.69K<0.01%-3613F-HRTimeline
Painted Porch Advisors LLC69$1.36K<0.01%-1513F-HRTimeline
Sachetta, LLC61$1.22K<0.01%013F-HRTimeline
Continuum Advisory, LLC50$992<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.48$953<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust41$814<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33$655<0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC25$496<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC20$397<0.01%13F-HRTimeline
Dunhill Financial, LLC15$289<0.01%013F-HRTimeline
Capital A Wealth Management, LLC9$179<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3$60<0.01%013F-HRTimeline
Activest Wealth Management2$40<0.01%new13F-HRTimeline
Hemington Wealth Management44$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.