INDEPENDENCE RLTY TR INC (IRT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 233,463,222 shares against 235,744,567 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $602.0M | 36,067,985 | 0.01% | 8q | +1.1%+$6.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $363.8M | 21,795,546 | 0.02% | 2q | +1.8%+$6.5M |
| STATE STREET CORP | $218.9M | 12,982,771 | 0.01% | 31q | -0.7%-$1.5M |
| VANGUARD CAPITAL MANAGEMENT LLC | $177.1M | 10,613,114 | 0.00% | 2q | HELD |
| PRUDENTIAL FINANCIAL INC | $131.4M | 7,872,378 | 0.14% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $118.2M | 7,935,090 | 0.04% | 31q | -3.8%-$4.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $116.6M | 6,986,759 | 0.01% | 31q | +4.7%+$5.3M |
| T. Rowe Price Investment Management, Inc. | $107.9M | 6,465,200 | 0.07% | 16q | -35.3%-$58.9M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $92.9M | 5,565,806 | 0.14% | 3q | -18.5%-$21.1M |
| MORGAN STANLEY | $92.0M | 5,510,135 | 0.00% | 35q | -4.7%-$4.5M |
| FRANKLIN RESOURCES INC | $90.0M | 5,395,424 | 0.02% | 18q | +45.3%+$28.1M |
| Long Pond Capital, LP | $85.6M | 5,127,246 | 8.23% | 19q | -10.5%-$10.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.4M | 4,396,652 | 0.01% | 31q | +5.0%+$3.5M |
| NORGES BANK | $69.0M | 4,134,326 | 0.01% | 16q | +38.7%+$19.2M |
| NORTHERN TRUST CORP | $58.6M | 3,508,195 | 0.01% | 31q | +4.9%+$2.7M |
| DIMENSIONAL FUND ADVISORS LP | $54.3M | 3,252,961 | 0.01% | 31q | -6.4%-$3.7M |
| CITADEL ADVISORS LLC | $44.7M | 2,679,582 | 0.01% | 31q | -26.9%-$16.4M |
| JPMORGAN CHASE & CO | $43.2M | 2,563,019 | 0.00% | 31q | +34.0%+$11.0M |
| Woodline Partners LP | $41.5M | 2,488,272 | 0.13% | 3q | +27.5%+$8.9M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $39.7M | 2,376,740 | 0.37% | 15q | -17.2%-$8.2M |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $39.2M | 2,350,383 | 0.33% | 12q | +47.7%+$12.7M |
| Holocene Advisors, LP | $38.7M | 2,316,877 | 0.09% | 3q | +73.7%+$16.4M |
| RUSH ISLAND MANAGEMENT, LP | $38.7M | 2,316,753 | 2.56% | 2q | -33.0%-$19.0M |
| GRS Advisors, LLC | $37.7M | 2,261,567 | 3.19% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $36.8M | 2,207,005 | 0.02% | 28q | +369.8%+$29.0M |
| BANK OF AMERICA CORP /DE/ | $35.7M | 2,141,229 | 0.00% | 31q | +7.4%+$2.5M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $35.2M | 2,107,570 | 0.01% | 9q | -31.8%-$16.4M |
| Bank of New York Mellon Corp | $32.9M | 1,969,321 | 0.01% | 31q | -0.9%-$285.5K |
| Argosy-Lionbridge Management, LLC | $30.4M | 1,820,965 | 19.10% | 4q | HELD |
| GOLDMAN SACHS GROUP INC | $29.9M | 1,794,266 | 0.00% | 31q | -26.7%-$10.9M |
| River Road Asset Management, LLC | $29.2M | 1,751,510 | 0.33% | 2q | +62.3%+$11.2M |
| GW&K Investment Management, LLC | $26.5M | 1,588,902 | 0.21% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $26.2M | 1,566,962 | 0.01% | 2q | +2.2%+$566.7K |
| Invesco Ltd. | $23.9M | 1,433,210 | 0.00% | 31q | +3.3%+$774.1K |
| Hudson Bay Capital Management LP | $22.5M | 1,349,560 | 0.06% | new | NEW |
| Fisher Asset Management, LLC | $22.3M | 1,333,729 | 0.01% | 15q | +7.5%+$1.6M |
| JENNISON ASSOCIATES LLC | $21.5M | 1,289,800 | 0.01% | 31q | -59.2%-$31.3M |
| UBS Group AG | $21.0M | 1,257,191 | 0.00% | 31q | -18.9%-$4.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.8M | 1,247,662 | 0.00% | 31q | +28868.2%+$20.8M |
| Nuveen, LLC | $20.1M | 1,204,515 | 0.00% | 6q | +109.0%+$10.5M |
| MetLife Investment Management, LLC | $20.0M | 1,198,010 | 0.09% | 32q | +18.6%+$3.1M |
| Legal & General Group Plc | $20.0M | 1,196,792 | 0.00% | 31q | -9.8%-$2.2M |
| Lighthouse Investment Partners, LLC | $17.1M | 1,024,729 | 0.47% | 2q | -2.9%-$514.4K |
| CONGRESS ASSET MANAGEMENT CO | $16.7M | 1,002,178 | 0.10% | 30q | +591.6%+$14.3M |
| Squarepoint Ops LLC | $16.4M | 981,897 | 0.02% | 2q | +2201.1%+$15.7M |
| MILLENNIUM MANAGEMENT LLC | $16.3M | 979,065 | 0.01% | 4q | -38.0%-$10.0M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $14.8M | 884,176 | 0.04% | 6q | HELD |
| Cambridge Investment Research Advisors, Inc. | $14.2M | 851,796 | 0.02% | 31q | +94.5%+$6.9M |
| Engineers Gate Manager LP | $14.0M | 839,128 | 0.18% | 4q | -73.4%-$38.6M |
| EXCHANGE TRADED CONCEPTS, LLC | $13.9M | 834,815 | 0.06% | 5q | +26.6%+$2.9M |
| Daiwa Securities Group Inc. | $13.3M | 796,604 | 0.03% | 31q | +1.3%+$166.7K |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $13.2M | 791,922 | 0.18% | 18q | -8.9%-$1.3M |
| RHUMBLINE ADVISERS | $12.9M | 774,065 | 0.01% | 31q | +1.7%+$220.6K |
| HSBC HOLDINGS PLC | $12.6M | 754,681 | 0.01% | 31q | +31.9%+$3.1M |
| AQR CAPITAL MANAGEMENT LLC | $12.2M | 730,059 | 0.00% | 30q | +262.4%+$8.8M |
| CRAWFORD INVESTMENT COUNSEL INC | $10.8M | 645,140 | 0.18% | 26q | +2.2%+$232.0K |
| CITIGROUP INC | $10.5M | 627,166 | 0.00% | 31q | +3.7%+$369.4K |
| APG Asset Management US Inc. | $10.3M | 598,765 | 0.07% | 2q | HELD |
| BLAIR WILLIAM & CO/IL | $10.1M | 603,622 | 0.03% | 31q | -1.3%-$136.0K |
| BOOTHBAY FUND MANAGEMENT, LLC | $9.8M | 590,085 | 0.13% | 3q | +4346.4%+$9.6M |
| PRINCIPAL FINANCIAL GROUP INC | $9.0M | 536,720 | 0.00% | 31q | +0.8%+$71.3K |
| CANADA LIFE ASSURANCE Co | $8.8M | 525,864 | 0.01% | 27q | HELD |
| CRAMER ROSENTHAL MCGLYNN LLC | $8.1M | 487,559 | 0.41% | 5q | +32.7%+$2.0M |
| Swiss National Bank | $7.9M | 473,200 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $7.2M | 431,873 | 0.00% | 31q | -42.8%-$5.4M |
| Sophron Capital Management L.P. | $7.1M | 427,943 | 2.21% | 2q | +102.6%+$3.6M |
| Verition Fund Management LLC | $7.0M | 418,554 | 0.04% | 16q | -46.4%-$6.0M |
| STATE OF WISCONSIN INVESTMENT BOARD | $7.0M | 418,194 | 0.01% | 17q | -3.9%-$286.0K |
| California Public Employees Retirement System | $6.6M | 395,190 | 0.00% | 18q | -11.9%-$888.6K |
| NOMURA ASSET MANAGEMENT CO LTD | $6.3M | 379,900 | 0.01% | 31q | +3.3%+$205.3K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $6.2M | 373,728 | 0.00% | new | NEW |
| OVERSEA-CHINESE BANKING Corp Ltd | $6.0M | 359,073 | 0.13% | 4q | -3.4%-$209.9K |
| PEREGRINE CAPITAL MANAGEMENT LLC | $6.0M | 358,681 | 0.19% | 11q | +24.6%+$1.2M |
| WELLS FARGO & COMPANY/MN | $5.9M | 354,622 | 0.00% | 31q | +37.6%+$1.6M |
| DEUTSCHE BANK AG\ | $5.9M | 351,947 | 0.00% | 34q | +5.4%+$301.8K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $5.7M | 339,726 | 0.01% | 31q | +0.8%+$47.0K |
| LPL Financial LLC | $5.6M | 334,131 | 0.00% | 20q | +0.8%+$43.6K |
| RAYMOND JAMES FINANCIAL INC | $5.5M | 329,182 | 0.00% | 7q | +25.2%+$1.1M |
| Asset Management One Co., Ltd. | $5.5M | 326,982 | 0.01% | 31q | -0.7%-$41.1K |
| ExodusPoint Capital Management, LP | $5.3M | 320,290 | 0.03% | new | NEW |
| State of New Jersey Common Pension Fund D | $5.3M | 316,971 | 0.02% | 31q | -9.4%-$546.3K |
| SEI INVESTMENTS CO | $5.1M | 306,491 | 0.00% | 25q | +2.6%+$131.9K |
| Russell Investments Group, Ltd. | $5.1M | 305,536 | 0.00% | 31q | +61.7%+$1.9M |
| OSAIC HOLDINGS, INC. | $4.9M | 290,898 | 0.01% | 26q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $4.8M | 288,589 | 0.00% | 31q | +17.6%+$720.1K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.5M | 270,877 | 0.00% | 31q | -2.8%-$129.7K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $4.5M | 270,504 | 0.01% | 31q | -2.2%-$103.7K |
| Phocas Financial Corp. | $4.5M | 268,847 | 0.62% | 31q | -5.0%-$236.4K |
| Pathstone Holdings, LLC | $4.5M | 268,335 | 0.01% | 9q | +559.0%+$3.8M |
| Sumitomo Mitsui Trust Group, Inc. | $4.2M | 251,669 | 0.00% | 31q | -1.9%-$80.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $4.1M | 248,035 | 0.00% | 2q | +5.1%+$200.0K |
| Lightrock Netherlands B.V. | $4.1M | 247,706 | 0.82% | 7q | -5.3%-$229.1K |
| Retirement Systems of Alabama | $4.1M | 243,344 | 0.01% | 17q | -16.2%-$784.8K |
| Grove Bank & Trust | $4.0M | 236,740 | 0.39% | 7q | HELD |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $3.9M | 231,235 | 0.02% | 31q | +37.9%+$1.1M |
| Cetera Investment Advisers | $3.9M | 230,864 | 0.00% | 19q | -3.6%-$145.0K |
| Allianz Asset Management GmbH | $3.7M | 224,045 | 0.00% | 6q | +77.3%+$1.6M |
| Vanguard Investments Australia, Ltd. | $3.6M | 218,592 | 0.01% | 2q | +2.1%+$74.3K |
| FIRST TRUST ADVISORS LP | $3.6M | 215,776 | 0.00% | 31q | +57.8%+$1.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $3.6M | 213,872 | 0.01% | 2q | +57.6%+$1.3M |
Showing the largest 100 of 399 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-23 | 2026-09-22 | Material agreement entered | filing |
| 2026-09-09 | 2026-09-08 | Directors or officers departed or appointed Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 104 | $117.0M | 8,049,988 | 16 | 31 | 23 | 0.0% |
| Q2 2026 | 399 | $3.9B | 233,463,222 | 45 | 129 | 134 | 0.0% |
| Q1 2026 | 387 | $3.4B | 229,275,096 | 40 | 118 | 141 | 0.0% |
| Q4 2025 | 378 | $4.1B | 236,288,285 | 38 | 132 | 131 | 0.0% |
| Q3 2025 | 387 | $3.9B | 235,021,498 | 41 | 133 | 134 | 0.3% |
| Q2 2025 | 397 | $4.1B | 232,564,367 | 39 | 132 | 134 | 0.0% |
| Q1 2025 | 406 | $4.9B | 232,261,882 | 45 | 128 | 131 | 0.0% |
| Q4 2024 | 406 | $4.6B | 230,028,782 | 35 | 121 | 124 | 0.0% |
| Q3 2024 | 392 | $4.7B | 227,094,203 | 70 | 118 | 115 | 0.0% |
| Q2 2024 | 345 | $3.9B | 210,326,560 | 46 | 115 | 101 | 0.0% |
| Q1 2024 | 335 | $3.3B | 203,653,717 | 35 | 95 | 125 | 0.1% |
| Q4 2023 | 335 | $3.2B | 208,659,820 | 29 | 106 | 120 | 0.2% |
| Q3 2023 | 359 | $2.7B | 190,951,849 | 37 | 96 | 132 | 0.1% |
| Q2 2023 | 356 | $3.6B | 194,800,855 | 36 | 114 | 125 | 0.0% |
| Q1 2023 | 352 | $3.1B | 195,462,133 | 41 | 104 | 118 | 0.0% |
| Q4 2022 | 361 | $3.3B | 194,803,000 | 39 | 115 | 125 | 0.0% |
| Q3 2022 | 355 | $6.9B | 410,819,976 | 32 | 110 | 130 | 0.0% |
| Q2 2022 | 364 | $8.7B | 419,501,747 | 48 | 117 | 130 | 0.1% |
| Q1 2022 | 384 | $11.5B | 435,233,755 | 68 | 143 | 109 | 0.2% |
| Q4 2021 | 384 | $13.8B | 534,302,687 | 175 | 93 | 60 | 0.0% |
| Q3 2021 | 205 | $3.4B | 168,821,637 | 23 | 84 | 48 | 0.0% |
| Q2 2021 | 198 | $2.8B | 152,681,209 | 32 | 62 | 65 | 0.0% |
| Q1 2021 | 174 | $2.3B | 149,032,010 | 11 | 70 | 52 | 0.1% |
| Q4 2020 | 186 | $2.0B | 147,207,169 | 19 | 53 | 66 | 0.1% |
| Q3 2020 | 184 | $1.6B | 138,350,534 | 18 | 53 | 67 | 0.1% |
| Q2 2020 | 187 | $1.6B | 139,388,942 | 29 | 73 | 61 | 0.2% |
| Q1 2020 | 192 | $1.5B | 169,010,069 | 35 | 71 | 55 | 0.1% |
| Q4 2019 | 177 | $1.7B | 121,379,940 | 13 | 68 | 63 | 0.0% |
| Q3 2019 | 186 | $1.6B | 113,068,376 | 34 | 62 | 51 | 0.2% |
| Q2 2019 | 164 | $1.3B | 113,080,656 | 10 | 67 | 39 | 0.3% |
| Q1 2019 | 173 | $1.2B | 109,814,573 | 22 | 63 | 55 | 0.0% |
| Q4 2018 | 174 | $1.7B | 182,944,375 | 4 | 2 | 2 | 0.1% |
