Filing Research | IRT - Independence Realty Trust, Inc Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	River Road Asset Management, LLC	Shares	1.8MSH	$29.2M
2	CONGRESS ASSET MANAGEMENT CO	Shares	1.0MSH	$16.7M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	834.8KSH	$13.9M
4	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	358.7KSH	$6.0M
5	Grove Bank & Trust	Shares	236.7KSH	$4.0M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	231.2KSH	$3.9M
7	Y-Intercept (Hong Kong) Ltd	Shares	158.8KSH	$2.7M
8	J.W. COLE ADVISORS, INC.	Shares	110.9KSH	$1.9M
9	Taylor Frigon Capital Management LLC	Shares	96.6KSH	$1.6M
10	Slocum, Gordon & Co LLP	Shares	89.1KSH	$1.5M
11	Bell Bank	Shares	88.0KSH	$1.5M
12	SHEETS SMITH WEALTH MANAGEMENT	Shares	77.5KSH	$1.3M
13	Police & Firemen's Retirement System of New Jersey	Shares	70.8KSH	$1.2M
14	Louisiana State Employees Retirement System	Shares	68.8KSH	$1.1M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	65.0KSH	$1.1M
16	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	58.4KSH	$974.0K
17	INDEPENDENT FINANCIAL GROUP, LLC	Shares	41.9KSH	$699.1K
18	Focus Financial Network, Inc.	Shares	38.5KSH	$642.2K
19	IFM Investors Pty Ltd	Shares	38.5KSH	$641.7K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	37.6KSH	$629.2K
21	Southland Equity Partners LLC	Shares	31.3KSH	$522.1K
22	Carlton Hofferkamp & Jenks Wealth Management, LLC	Shares	26.2KSH	$428.7K
23	Investment Research & Advisory Group, Inc.	Shares	25.6KSH	$427.0K
24	INVESTMENT ADVISORY SERVICES INC /TX /ADV	Shares	21.9KSH	$365.1K
25	Sequoia Financial Advisors, LLC	Shares	20.9KSH	$349.6K
26	PFG Investments, LLC	Shares	20.2KSH	$336.4K
27	FULTON BANK, N.A.	Shares	19.2KSH	$321.2K
28	SECURIAN ASSET MANAGEMENT, INC	Shares	17.4KSH	$288.4K
29	Vanderbilt University	Shares	16.2KSH	$270.1K
30	Crossmark Global Holdings, Inc.	Shares	15.8KSH	$263.7K
31	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	14.9KSH	$251.5K
32	SIGNATUREFD, LLC	Shares	14.5KSH	$242.0K
33	INTEGRATED WEALTHCARE, LLC	Shares	12.8KSH	$213.5K
34	Merit Financial Group, LLC	Shares	11.3KSH	$188.3K
35	CPC Advisors, LLC	Shares	10.8KSH	$179.9K
36	Legacy Wealth Asset Management, LLC	Shares	10.4KSH	$173.7K
37	Triumph Capital Management	Shares	9.2KSH	$154.2K
38	IFP Advisors, Inc	Shares	6.9KSH	$115.3K
39	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	4.6KSH	$78.8K
40	GAMMA Investing LLC	Shares	4.4KSH	$73.8K
41	Versant Capital Management, Inc	Shares	3.7KSH	$61.0K
42	Dynamic Wealth Strategies, LLC	Shares	2.7KSH	$44.8K
43	Essential Investment Partners LLC	Shares	2.3KSH	$38.4K
44	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	2.0KSH	$33.4K
45	HM PAYSON & CO	Shares	1.8KSH	$30.2K
46	ARMSTRONG ADVISORY GROUP, INC	Shares	1.7KSH	$28.3K
47	Farther Finance Advisors, LLC	Shares	1.6KSH	$26.1K
48	MassMutual Private Wealth & Trust, FSB	Shares	1.3KSH	$22.1K
49	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$21.8K
50	Center for Financial Planning, Inc.	Shares	1.1KSH	$18.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 81 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+857.3K	+$14.6M	$16.7M
2	River Road Asset Management, LLC added	Shares	+672.1K	+$13.2M	$29.2M
3	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+175.3K	+$4.1M	$13.9M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+158.8K	+$2.7M	$2.7M
5	PEREGRINE CAPITAL MANAGEMENT LLC added	Shares	+70.8K	+$1.7M	$6.0M
6	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+63.6K	+$1.4M	$3.9M
7	Grove Bank & Trust unchanged	Shares	0	+$426.1K	$4.0M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.3K	+$293.4K	$629.2K
9	Police & Firemen's Retirement System of New Jersey added	Shares	+6.3K	+$220.8K	$1.2M
10	Legacy Wealth Asset Management, LLC new	Shares	+10.4K	+$173.7K	$173.7K
11	Taylor Frigon Capital Management LLC trimmed	Shares	-473	+$166.9K	$1.6M
12	Bell Bank unchanged	Shares	0	+$158.4K	$1.5M
13	Louisiana State Employees Retirement System added	Shares	+100	+$125.3K	$1.1M
14	Sequoia Financial Advisors, LLC added	Shares	+5.3K	+$116.9K	$349.6K
15	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$105.0K	$974.0K
16	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-2.5K	+$102.3K	$1.3M
17	FULTON BANK, N.A. added	Shares	+2.6K	+$74.0K	$321.2K
18	IFM Investors Pty Ltd trimmed	Shares	-610	+$60.1K	$641.7K
19	Southland Equity Partners LLC unchanged	Shares	0	+$56.3K	$522.1K
20	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-4.2K	+$54.6K	$1.1M
21	Slocum, Gordon & Co LLP trimmed	Shares	-7.3K	+$52.4K	$1.5M
22	Investment Research & Advisory Group, Inc. added	Shares	+268	+$50.0K	$427.0K
23	INVESTMENT ADVISORY SERVICES INC /TX /ADV unchanged	Shares	0	+$39.4K	$365.1K
24	Merit Financial Group, LLC added	Shares	+1.3K	+$39.3K	$188.3K
25	PFG Investments, LLC added	Shares	+183	+$39.0K	$336.4K
26	SPIRIT OF AMERICA MANAGEMENT CORP/NY new	Shares	+2.0K	+$33.4K	$33.4K
27	Focus Financial Network, Inc. trimmed	Shares	-2.5K	+$32.0K	$642.2K
28	J.W. COLE ADVISORS, INC. trimmed	Shares	-11.3K	+$31.3K	$1.9M
29	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-47	+$29.3K	$288.4K
30	Crossmark Global Holdings, Inc. unchanged	Shares	0	+$28.4K	$263.7K
31	CPC Advisors, LLC unchanged	Shares	0	+$19.4K	$179.9K
32	Triumph Capital Management unchanged	Shares	0	+$15.1K	$154.2K
33	Carlton Hofferkamp & Jenks Wealth Management, LLC unchanged	Shares	0	+$13.6K	$428.7K
34	Versant Capital Management, Inc added	Shares	+474	+$13.6K	$61.0K
35	IFP Advisors, Inc trimmed	Shares	-42	+$11.8K	$115.3K
36	INTEGRATED WEALTHCARE, LLC trimmed	Shares	-997	+$8.2K	$213.5K
37	ELEVATION WEALTH PARTNERS, LLC new	Shares	+425	+$7.1K	$7.1K
38	GAMMA Investing LLC trimmed	Shares	-80	+$6.8K	$73.8K
39	True Wealth Design, LLC new	Shares	+394	+$6.6K	$6.6K
40	EverSource Wealth Advisors, LLC added	Shares	+265	+$6.3K	$21.8K
41	Farther Finance Advisors, LLC added	Shares	+229	+$6.3K	$26.1K
42	Dynamic Wealth Strategies, LLC unchanged	Shares	0	+$4.8K	$44.8K
43	Sachetta, LLC added	Shares	+197	+$3.8K	$7.0K
44	HM PAYSON & CO unchanged	Shares	0	+$3.3K	$30.2K
45	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$3.0K	$28.3K
46	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-1.8K	+$2.5K	$251.5K
47	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-20	+$2.1K	$22.1K
48	Center for Financial Planning, Inc. unchanged	Shares	0	+$2.0K	$18.9K
49	CoreCap Advisors, LLC added	Shares	+10	+$1.8K	$15.3K
50	AdvisorNet Financial, Inc added	Shares	+8	+$1.5K	$12.7K

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