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Disclosery

IRT INDEPENDENCE RLTY TR INC

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COM (common), issuer CIK 1466085

367 managers (375 13F filers) reported a position in IRT shares at 2025-12-31, 233,196,911 shares in all. 38 filers opened a position and 49 filers sold out during the quarter.

Managers
367
13F filers
375
New
38
Added
136
Reduced
138
Sold out
49
Shares held by filers
233,196,911

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MERCER GLOBAL ADVISORS INC /ADV28,952$506K<0.01%+7,74113F-HRTimeline
Trivium Point Advisory, LLC28,648$501K0.05%-2,94213F-HRTimeline
B. Riley Wealth Advisors, Inc.28,598$500K0.02%-1,65713F-HRTimeline
Pacer Advisors, Inc.28,489$498K<0.01%-23,77413F-HR/ATimeline
BARD ASSOCIATES INC27,496$485K0.12%-45,16013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC26,853$469K0.04%-91413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…26,266$459K<0.01%-6,58013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP26,246$459K0.03%-3,10713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…26,222$458K0.15%013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd25,835$452K0.01%-10,28013F-HRTimelineGroup
Arkadios Wealth Advisors25,828$451K0.01%+13,09213F-HRTimeline
Mutual Advisors, LLC25,020$437K0.01%-1,48013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,660$431K0.01%-9,20613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED23,740$422K0.03%013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd23,375$409K0.01%-3,22513F-HRTimelineGroup
Integrated Wealth Concepts LLC23,336$408K<0.01%+4,61713F-HRTimeline
ROTHSCHILD INVESTMENT LLC23,314$408K0.02%+27113F-HRTimeline
PFG Investments, LLC22,839$399K0.02%-4,25813F-HRTimeline
Concorde Asset Management, LLC22,743$398K0.16%+5,75513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,407$391K<0.01%+2,90013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…21,884$383K0.12%-29813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK21,735$380K<0.01%-33213F-HRTimelineGroup
Venture Visionary Partners LLC21,191$370K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,719$362K<0.01%new13F-HRTimelineGroup
CFO4Life Group, LLC19,625$343K0.05%+15413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,379$339K<0.01%013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.19,205$336K<0.01%-71,11913F-HRTimelineGroup
Independent Solutions Wealth Management…18,197$318K0.06%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,911$313K<0.01%+3,30813F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC17,530$306K<0.01%+2,21313F-HRTimelineGroup
SIGNATUREFD, LLC17,489$306K<0.01%+1,43013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,481$306K<0.01%-29313F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD17,400$304K<0.01%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC17,398$304K0.01%-8413F-HRTimeline
Keel Point, LLC17,262$302K0.02%+7913F-HRTimeline
Fulton Bank, N.A.16,811$294K0.01%-1,02013F-HRTimeline
High Probability Advisors, LLC16,645$291K0.04%013F-HRTimeline
Belpointe Asset Management LLC16,616$290K0.01%-4513F-HRTimeline
MACKENZIE FINANCIAL CORP16,071$285K<0.01%+22213F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP16,182$283K0.04%+2213F-HRTimeline
Crossmark Global Holdings, Inc.15,801$276K<0.01%-56713F-HRTimeline
Sequoia Financial Advisors, LLC15,775$276K<0.01%+44413F-HRTimeline
Brooklyn Investment Group15,471$273K0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC15,462$270K0.01%013F-HRTimelineGroup
AE Wealth Management LLC15,338$268K<0.01%-15813F-HRTimeline
Verdence Capital Advisors LLC15,187$265K0.02%-44913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,174$265K<0.01%-2,01613F-HRTimelineGroup
NewEdge Advisors, LLC14,320$250K<0.01%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS14,245$249K<0.01%-2,71813F-HRTimeline
M Holdings Securities, Inc.14,230$249K0.02%new13F-HRTimeline
Sterling Capital Management LLC13,991$245K<0.01%-2,31013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,807$241K<0.01%-20613F-HRTimelineGroup
INTEGRATED WEALTHCARE, LLC13,787$241K0.2%13F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC14,052$237K0.11%-1,17813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,487$236K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,477$235K<0.01%-25013F-HRTimelineGroup
HB Wealth Management, LLC13,234$231K<0.01%+2,34313F-HRTimeline
Csenge Advisory Group12,913$226K0.01%-1,00213F-HRTimeline
CARDIFF PARK ADVISORS, LLC12,639$221K0.02%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…12,508$219K<0.01%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC12,476$218K0.1%013F-HRTimeline
Perigon Wealth Management, LLC12,468$218K<0.01%+11113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,369$216K<0.01%-62,20613F-HRTimelineGroup
Koshinski Asset Management, Inc.12,132$212K0.01%-28,78513F-HRTimeline
Medallion Wealth Advisors, LLC11,453$200K0.07%+96513F-HRTimeline
Ensign Peak Advisors, Inc11,323$198K<0.01%-26,35013F-HR/ATimeline
SFMG, LLC11,126$194K0.01%013F-HRTimeline
Waverly Advisors, LLC11,095$194K<0.01%+60713F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…11,083$194K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC11,062$193K0.01%new13F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The10,926$191K<0.01%-10613F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC10,882$190K<0.01%new13F-HRTimeline
CPC Advisors, LLC10,778$188K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,702$187K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC10,376$181K<0.01%+37613F-HRTimeline
MML INVESTORS SERVICES, LLC10,316$180K<0.01%-92813F-HRTimeline
Westshore Wealth, LLC10,000$175K0.06%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,775$171K<0.01%-7,81113F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…9,426$165K0.04%new13F-HRTimelineGroup
Triumph Capital Management9,242$162K0.03%new13F-HRTimeline
KBC Group NVin group KBC Group NV8,393$147K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,104$142K0.01%new13F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …8,033$140K<0.01%+70413F-HRTimelineGroup
IFP Advisors, Inc6,879$120K<0.01%-1313F-HRTimeline
Covestor Ltd6,757$118K0.06%-5513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.6,667$117K0.01%new13F-HRTimeline
FIL Ltdin group FIL Ltd5,482$95.8K<0.01%-2,12213F-HRTimelineGroup
Clearstead Trust, LLC5,098$89.1K0.01%+59113F-HRTimeline
Basepoint Wealth LLC5,000$87.4K0.05%new13F-HRTimeline
Global Retirement Partners, LLC4,921$86K<0.01%+67613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,868$85.1K<0.01%+2,22313F-HRTimelineGroup
Sound Income Strategies, LLC4,873$84.1K<0.01%+57813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,724$82.6K0.01%+3113F-HRTimeline
Parallel Advisors, LLC4,698$82.1K<0.01%+3,21713F-HRTimeline
Allworth Financial LP4,457$77.9K<0.01%+17413F-HRTimeline
GROUP ONE TRADING LLC4,270$74.6K<0.01%new13F-HRTimeline
GAMMA Investing LLC4,200$73.4K<0.01%+2,56613F-HRTimeline
AMERIFLEX GROUP, INC.3,996$69.8K0.04%-3,99613F-HRTimeline
GF FUND MANAGEMENT CO. LTD.3,874$67.7K<0.01%+2213F-HRTimeline
Caldwell Trust Co3,452$60.3K0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,875$51.1K<0.01%+1,42213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,703$47.2K<0.01%-42813F-HRTimelineGroup
Dynamic Wealth Strategies, LLC2,685$46.9K0.03%013F-HRTimeline
Nemes Rush Group LLC2,609$45.6K<0.01%+2813F-HRTimeline
AlphaQuest LLC2,546$44.5K<0.01%-5,06613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,531$44.2K<0.01%+24213F-HRTimelineGroup
Essential Investment Partners LLC2,500$43.7K0.04%13F-HRTimeline
Arax Advisory Partners2,386$41.7K<0.01%-25413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,096$36.6K<0.01%-12913F-HRTimelineGroup
North Star Investment Management Corp.2,029$35.5K<0.01%+2913F-HRTimeline
Versant Capital Management, Inc1,980$34.6K<0.01%+40413F-HRTimeline
Sunbelt Securities, Inc.1,925$33.6K<0.01%-2,34513F-HRTimeline
SageView Advisory Group, LLC1,811$31.7K<0.01%new13F-HRTimeline
HM PAYSON & CO1,810$31.6K<0.01%-1,08413F-HRTimeline
Farther Finance Advisors, LLC1,810$31.6K<0.01%+74713F-HRTimeline
SHP Wealth Management1,698$29.7K<0.01%13F-HRTimeline
FIRST HORIZON CORP1,627$28.4K<0.01%+713F-HRTimeline
DANSKE BANK A/S1,600$28K<0.01%013F-HRTimeline
Solstein Capital, LLC1,500$26.2K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,439$25.2K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,398$24.4K<0.01%+4913F-HRTimeline
Center for Financial Planning, Inc.1,134$19.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA1,119$19.6K<0.01%013F-HRTimeline
UMB Bank, n.a.1,092$19.1K<0.01%-16713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,054$18.6K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,053$18.4K<0.01%-2,01613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…997$17.4K<0.01%+31613F-HR/ATimelineGroup
Fulcrum Asset Management LLP896$15.9K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC897$15.7K<0.01%+1013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC942$14.9K<0.01%new13F-HRTimeline
Commonwealth Retirement Investments LLC825$14.4K<0.01%new13F-HRTimeline
MAI Capital Management784$13.7K<0.01%+9913F-HRTimeline
Clearstead Advisors, LLC776$13.6K<0.01%+57113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…775$13.5K<0.01%-80213F-HRTimelineGroup
BAYBAN750$13.1K0.01%13F-HRTimeline
AdvisorNet Financial, Inc743$13K<0.01%+813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC682$12K<0.01%-9413F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.668$11.7K<0.01%-98813F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.602$11K<0.01%-1013F-HRTimeline
DV Trading LLC600$10.5K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust588$10.3K<0.01%+23713F-HRTimeline
Kemnay Advisory Services Inc.567$9.91K<0.01%new13F-HRTimeline
Copia Wealth Management520$9.09K0.01%013F-HRTimeline
Larson Financial Group LLC504$8.81K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc462$8.08K<0.01%+413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO436$7.62K<0.01%+32213F-HRTimelineGroup
Navigoe, LLC422$7K<0.01%013F-HRTimeline
TRUST CO OF VERMONT293$5.12K<0.01%013F-HRTimeline
High Note Wealth, LLC264$4.62K<0.01%new13F-HRTimeline
Quent Capital, LLC238$4.16K<0.01%+4413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…203$3.55K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.119$2.08K<0.01%+6213F-HRTimeline
Blue Trust, Inc.62$1.08K<0.01%013F-HRTimeline
Sachetta, LLC61$1.07K<0.01%-12713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management33$577<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc30$524<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC29$507<0.01%new13F-HRTimeline
Essential Partners LLC26$454<0.01%new13F-HRTimeline
Dunhill Financial, LLC12$215<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC11$192<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…11$192<0.01%13F-HRTimeline
Godfrey Financial Associates, Inc.6$105<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$88<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.3$53<0.01%013F-HRTimeline
Hughes Financial Services, LLC3$52<0.01%new13F-HRTimeline
Fortis Group Advisors, LLC2$35<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$17<0.01%013F-HRTimeline