IRT Independence Realty Trust, Inc. Common Stock

NYSE · Real Estate · View on SEC EDGAR ↗
$16.61
Price · Aug 19, 2026
Fundamentals as of Aug 4, 2026
52W Range
$15–$18
56% of range
Analyst Rating
BUY
18 analysts
Price Target
$20
+17% upside
P/E (TTM)
69.2
ROE
1.6%
Net Profit Margin
8.6%

IRT Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$16.61
Market Cap
$3.94B
P/E (TTM)
69.2
EPS (TTM)
$0.24
Revenue (TTM)
$658M
Div Yield
3.9%
ROE
1.6%
Debt/Equity
—
52W Range
$15 – $18

IRT Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $658M
10-point trend, +328.8%
2016-12-31 → 2025-12-31
EPS $0.24
10-point trend, +226.3%
2016-12-31 → 2025-12-31
Free Cash Flow —
6-point trend, +386.2%
2016-12-31 → 2021-12-31
Margins 8.6%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
IRT
Peer Median
P/E (TTM)
5-point trend, +15.6%
69.2
35.8
P/S (TTM)
5-point trend, -72.3%
6.0
7.4
P/B
5-point trend, -26.8%
1.1
2.6

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
IRT
Peer Median
Net Profit Margin
5-point trend, -51.7%
8.6%
24.7%
ROA
5-point trend, -13.0%
0.94%
4.2%
ROE
5-point trend, -23.0%
1.6%
8.1%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
IRT
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
IRT
Peer Median
Revenue YoY
5-point trend, +162.8%
2.8%
—
Revenue CAGR 3Y
5-point trend, +162.8%
1.5%
—
Revenue CAGR 5Y
5-point trend, +162.8%
25.4%
—
EPS YoY
5-point trend, -41.5%
41.2%
—
Net Income YoY
5-point trend, +26.8%
44.0%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
IRT
Peer Median
EPS (Diluted)
5-point trend, -41.5%
$0.24
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
IRT
Peer Median
Payout Ratio
5-point trend, +144.3%
273.0%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
3.9%
Payout Ratio
273.0%
5Y Div CAGR
—
Ex-dateAmount
June 26, 2026$0.1800
March 27, 2026$0.1700
Dec. 31, 2025$0.1700
Sept. 30, 2025$0.1700
June 27, 2025$0.1700
March 28, 2025$0.1600
Dec. 31, 2024$0.1600
Sept. 30, 2024$0.1600
June 28, 2024$0.1600
March 27, 2024$0.1600
Dec. 28, 2023$0.1600
Sept. 28, 2023$0.1600
June 29, 2023$0.1600
March 30, 2023$0.1400
Dec. 29, 2022$0.1400
Sept. 29, 2022$0.1400
Sept. 28, 2022$0.1400
June 30, 2022$0.1400
March 31, 2022$0.1200
Dec. 29, 2021$0.0210

IRT Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 18 analysts
  • Strong Buy 5 27.8%
  • Buy 9 50.0%
  • Hold 4 22.2%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

14 analysts · 2026-08-19
Median target $19.00 +14.4%
Mean target $19.50 +17.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.02%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.01 $0.04 -0.03%
March 31, 2026 $0.00 $0.03 -0.03%
Dec. 31, 2025 $0.14 $0.10 0.04%
Sept. 30, 2025 $-0.01 $0.08 -0.09%
June 30, 2025 $0.03 $0.04 -0.01%
March 31, 2025 $0.04 $0.04 0.00%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
IRT $4.15B 72.8 2.8% 8.6% 1.6% —
ESS $16.86B 25.2 6.4% 37.2% 12.7% 69.9%
MAA $16.24B 36.7 0.83% 20.2% 7.7% —
CPT $11.48B 31.1 81.7% 2964.9% 8.5% —
UDR $12.04B 32.5 2.4% 22.1% 11.2% —
CSR $1.12B 65.4 4.9% 6.2% 2.3% —
NXRT $763M -23.9 -3.2% -12.8% -9.1% —
AIV $833M 1.5 0.57% 395.1% 225.7% —
BRT — -23.3 1.5% -12.3% -6.2% —
AVB $25.40B 24.5 4.4% — — —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 15
Annual Income Statement data for IRT
Metric Trend 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +1237.6% $658M $640M $661M $629M $250M $212M $203M $191M $161M $153M $110M $49M
Cost of Revenue 4-point trend, +59.4% · · · · · · $8M $7M $6M $5M · ·
SG&A Expense 12-point trend, +2007.8% $24M $24M $23M $26M $19M $15M $13M $11M $10M $11M $8M $1M
Operating Expenses 12-point trend, +1223.6% $538M $515M $514M $527M $199M $168M $153M $139M $116M $114M $99M $41M
Operating Income 5-point trend, +506.7% · · · · · · · $52M $45M $40M $10M $9M
Interest Expense 10-point trend, +958.4% · · $90M $87M $36M $36M $39M $36M $29M $36M $24M $8M
Interest Income 2-point trend, +11.8% · · · · · · · · · · $19.0K $17.0K
Other Non-op 10-point trend, -1952.6% $-352.0K $-1.0K $-427.0K $2M $0 $0 · $144.0K $89.0K $-4.0K $19.0K ·
Income Tax Flat — no change across 12 periods $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0
Net Income 10-point trend, +1823.7% $57M $39M $-17M $117M $45M $15M $46M $26M $30M · · $3M
EPS (Basic) 12-point trend, +71.4% $0.24 $0.17 $-0.08 $0.53 $0.41 $0.16 $0.51 $0.30 $0.41 $-0.19 $0.78 $0.14
EPS (Diluted) 12-point trend, +71.4% $0.24 $0.17 $-0.08 $0.53 $0.41 $0.16 $0.51 $0.30 $0.41 $-0.19 $0.78 $0.14
Shares (Basic) 12-point trend, +997.4% 233,923,616 224,798,958 224,414,443 221,965,460 108,552,185 93,660,086 89,799,238 87,086,585 73,338,219 52,182,427 36,153,673 21,315,928
Shares (Diluted) 12-point trend, +990.2% 234,750,431 225,584,306 224,414,443 223,119,937 109,831,520 94,688,440 90,417,486 87,376,991 73,599,869 52,182,427 36,160,274 21,532,671
EBITDA 6-point trend, +2747.9% $243M · · · · · · $52M $45M $40M $10M $9M
Balance Sheet 12
Annual Balance Sheet data for IRT
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +59.6% $24M $21M $23M $16M $36M $9M $10M $9M $9M $21M $38M $15M
Intangibles 12-point trend, -8.6% $3M $4M $66.0K $399.0K $53M $792.0K $410.0K $744.0K $1M $118.0K $4M $3M
Total Assets 12-point trend, +767.5% $6.02B $6.06B $6.28B $6.53B $6.51B $1.73B $1.66B $1.66B $1.45B $1.29B $1.38B $694M
Total Liabilities 12-point trend, +464.2% $2.43B $2.48B $2.71B $2.79B $2.86B $1.02B $1.04B $1.03B $805M $766M $993M $431M
Long-term Debt 12-point trend, +446.6% $2.28B $2.33B $2.55B $2.63B $2.71B $946M $986M $985M $778M $744M $967M $417M
Common Stock 12-point trend, +645.9% $2M $2M $2M $2M $2M $1M $911.0K $892.0K $846.0K $690.0K $471.0K $318.0K
Paid-in Capital 3-point trend, +1396.2% $4.01B $3.87B · · · · · · · · · $268M
Retained Earnings 12-point trend, -3219.7% $-555M $-454M $-348M $-192M $-188M $-179M $-142M $-122M $-85M $-62M $-14M $-17M
AOCI 11-point trend, +96625.0% $8M $26M $26M $35M $-12M $-34M $-12M $2M $5M $4M $-8.0K ·
Stockholders' Equity 12-point trend, +1277.0% $3.46B $3.44B $3.43B $3.60B $3.48B $708M $613M $623M $624M $507M $364M $251M
Liabilities + Equity 12-point trend, +767.5% $6.02B $6.06B $6.28B $6.53B $6.51B $1.73B $1.66B $1.66B $1.45B $1.29B $1.38B $694M
Shares Outstanding 12-point trend, +646.0% 237,234,750 230,838,006 224,706,731 224,064,940 220,753,735 101,803,762 91,070,637 89,184,443 84,708,551 68,996,070 47,070,678,000 31,800,076
Cash Flow 15
Annual Cash Flow data for IRT
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +1842.8% $243M $221M $219M $253M $77M $61M $53M $45M $34M $35M $28M $13M
Stock-based Comp 12-point trend, +3726.2% $8M $7M $8M $8M $7M $6M $3M $3M $2M $1M $495.0K $206.0K
Amort. of Intangibles 12-point trend, +131.1% $9M $1M $731.0K $54M $5M $631.0K $2M $3M $2M $4M $7M $4M
Restructuring 3-point trend, -100.0% $0 $0 $3M · · · · · · · · ·
Other Non-cash $-26M · · · · · · · · · · ·
Operating Cash Flow 12-point trend, +1694.4% $282M $260M $262M $250M $52M $75M $75M $69M $54M $-8M $19M $16M
CapEx 8-point trend, -95.7% · · · · $177.0K $84.0K $249.0K $599.0K $14M $11M $9M $4M
Investing Cash Flow 10-point trend, -612.5% $-143M $-21M $-2M $-136M $-216M $-125M $-106M $-229M $-192M $28M · ·
Stock Issued 9-point trend, -41.3% · $111M · $49M $317M $148M $21M $22M $137M $245M · $190M
Stock Repurchased 4-point trend, -51.7% $30M $0 $0 · · · · · · $62M · ·
Net Stock Activity 9-point trend, -115.8% $-30M $111M · $49M $317M $148M $21M $22M · $-62M · $190M
Dividends Paid 12-point trend, +930.8% $154M $144M $135M $106M $50M $56M $65M $52M $52M $37M $25M $15M
Financing Cash Flow 10-point trend, -258.7% $-135M $-246M $-254M $-135M $216M $49M $30M $162M $126M $-38M · ·
Net Change in Cash 12-point trend, -63.5% $4M $-7M $7M $-22M $52M $-818.0K $-2M $1M $-11M $-17M $24M $11M
Free Cash Flow 7-point trend, +432.3% · · · · $52M $75M $75M $68M $40M $-18M $10M ·
Profitability 5
Annual Profitability data for IRT
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 5-point trend, +56.1% · · · · · · · 27.1% 28.2% 25.9% 9.3% 17.4%
Net Margin 8-point trend, +43.8% 8.6% 6.1% -2.6% 18.6% 17.8% 7.0% 22.6% · · · · 6.0%
EBITDA Margin 6-point trend, +113.0% 37.0% · · · · · · 27.1% 28.2% 25.9% 9.3% 17.4%
ROA 8-point trend, +40.3% 0.94% 0.64% -0.27% 1.8% 1.1% 0.87% 2.8% · · · · 0.67%
ROE 8-point trend, -8.9% 1.6% 1.1% -0.49% 3.3% 2.1% 2.2% 7.4% · · · · 1.8%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for IRT
Metric Trend 202520242023202220212020201920182017201620152014
Interest Coverage 5-point trend, +43.2% · · · · · · · 1.4 1.6 1.1 0.4 1.0
Efficiency 1
Annual Efficiency data for IRT
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -3.0% 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1 0.1
Per Share 6
Annual Per Share data for IRT
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +84.6% $14.58 $14.91 $15.27 $16.05 $15.77 $6.96 $6.73 $6.99 $9.05 $7.35 $7.74 $7.90
Revenue / Share 12-point trend, +22.6% $2.80 $2.84 $2.95 $2.82 $2.28 $2.24 $2.25 $2.19 $2.19 $2.94 $3.03 $2.29
Cash Flow / Share 12-point trend, +64.6% $1.20 $1.15 $1.17 $1.12 $0.48 $0.79 $0.83 $0.78 $0.74 $-0.14 $0.52 $0.73
Cash / Share 12-point trend, -78.6% $0.10 $0.09 $0.10 $0.07 $0.16 $0.09 $0.11 $0.10 $0.14 $0.30 $0.81 $0.46
Dividend / Share 9-point trend, -6.9% $1 $1 $1 $1 $0 $1 $1 $1 $1 · · ·
EPS (TTM) 12-point trend, +71.4% $0.24 $0.17 $-0.08 $0.53 $0.41 $0.16 $0.51 $0.30 $0.41 $-0.19 $0.78 $0.14
Growth Rates 10
Annual Growth Rates data for IRT
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -84.8% 2.8% -3.2% 5.2% 151.2% 18.1% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -96.7% 1.5% 36.8% 46.1% · · · · · · · · ·
Revenue CAGR 5Y 25.4% · · · · · · · · · · ·
EPS YoY 3-point trend, -73.6% 41.2% · · 29.3% 156.2% · · · · · · ·
EPS CAGR 3Y 2-point trend, +8.7% -23.2% -25.4% · · · · · · · · · ·
EPS CAGR 5Y 8.5% · · · · · · · · · · ·
Net Income YoY 3-point trend, -78.2% 44.0% · · 162.9% 201.9% · · · · · · ·
Net Income CAGR 3Y 2-point trend, -422.3% -21.6% -4.1% · · · · · · · · · ·
Net Income CAGR 5Y 30.8% · · · · · · · · · · ·
Dividend CAGR 5Y 22.4% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for IRT
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +1237.6% $658M $640M $661M $629M $250M $212M $203M $191M $161M $153M $110M $49M
Net Income TTM 12-point trend, +1823.7% $57M $39M $-17M $117M $45M $15M $46M $26M $30M $-10M $28M $3M
Market Cap 12-point trend, +1300.7% $4.15B $4.58B $3.44B $3.78B $5.70B $1.37B $1.28B $819M $696M $615M $354M $296M
P/E 12-point trend, +9.5% 72.8 116.7 -191.2 31.8 63.0 83.9 27.6 30.6 24.6 -46.9 9.6 66.5
P/S 12-point trend, +4.7% 6.3 7.2 5.2 6.0 22.8 6.5 6.3 4.3 4.3 4.0 3.2 6.0
P/B 12-point trend, +1.7% 1.2 1.3 1.0 1.1 1.6 1.9 2.1 1.3 1.1 1.2 1.0 1.2
P / Tangible Book 6-point trend, -37.9% 1.2 1.3 1.0 1.1 1.7 1.9 · · · · · ·
P / Cash Flow 12-point trend, -21.9% 14.7 17.6 13.1 15.1 109.1 18.2 17.1 11.9 12.8 -81.7 18.9 18.8
P / FCF 7-point trend, +203.0% · · · · 109.5 18.3 17.2 12.1 17.4 -33.8 36.1 ·
Dividend Yield 12-point trend, -26.5% 3.7% 3.1% 3.9% 2.8% 0.87% 4.1% 5.1% 6.4% 7.5% 5.9% 7.1% 5.1%
Earnings Yield 12-point trend, -8.7% 1.4% 0.86% -0.52% 3.1% 1.6% 1.2% 3.6% 3.3% 4.1% -2.1% 10.4% 1.5%
Payout Ratio 8-point trend, -46.4% 273.0% 366.6% -782.9% 90.3% 111.8% 380.2% 141.1% · · · · 509.5%
Annual Payout 12-point trend, +930.8% $154M $144M $135M $106M $50M $56M $65M $52M $52M $37M $25M $15M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $658M$640M$661M$629M$250M
Net Income $57M$39M$-17M$117M$45M
Diluted EPS $0.24$0.17$-0.08$0.53$0.41
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow ————$52M

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Institutional owners (13F) 419 filers · $2.4B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
54 (+4 vs prior Q) 30 (-4 vs prior Q) 124 (+8 vs prior Q) 135 (-3 vs prior Q) +32.7M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $363,767,663 21,795,546 14.95% Shares
STATE STREET CORP $218,948,823 12,982,771 9.00% Shares
VANGUARD CAPITAL MANAGEMENT LLC $177,132,873 10,613,114 7.28% Shares
ALLIANCEBERNSTEIN L.P. $118,153,490 7,935,090 4.85% Shares
GEODE CAPITAL MANAGEMENT, LLC $96,634,440 5,788,932 3.97% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $92,893,000 5,565,806 3.82% Shares
Long Pond Capital, LP $85,573,736 5,127,246 3.52% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $73,380,122 4,396,652 3.02% Shares
NORGES BANK $69,001,901 4,134,326 2.84% Shares
DIMENSIONAL FUND ADVISORS LP $50,877,329 3,048,372 2.09% Shares
Woodline Partners LP $41,529,260 2,488,272 1.71% Shares
FRONTIER CAPITAL MANAGEMENT CO LLC $39,667,784 2,376,740 1.63% Shares
CENTERSQUARE INVESTMENT MANAGEMENT LLC $38,756,734 2,322,153 1.59% Shares
Holocene Advisors, LP $38,668,677 2,316,877 1.59% Shares
RUSH ISLAND MANAGEMENT, LP $38,666,608 2,316,753 1.59% Shares
GRS Advisors, LLC $37,745,553 2,261,567 1.55% Shares
VICTORY CAPITAL MANAGEMENT INC $36,834,913 2,207,005 1.51% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $35,175,343 2,107,570 1.45% Shares
CITADEL ADVISORS LLC $33,784,549 2,024,239 1.39% Shares
Argosy-Lionbridge Management, LLC $30,391,906 1,820,965 1.25% Shares
River Road Asset Management, LLC $29,232,702 1,751,510 1.20% Shares
VANGUARD FIDUCIARY TRUST CO $26,152,596 1,566,962 1.07% Shares
Hudson Bay Capital Management LP $22,524,156 1,349,560 0.93% Shares
Fisher Asset Management, LLC $22,259,936 1,333,729 0.91% Shares
MetLife Investment Management, LLC $19,994,787 1,198,010 0.82% Shares
GOLDMAN SACHS GROUP INC $19,516,502 1,169,353 0.80% Shares
Lighthouse Investment Partners, LLC $17,102,727 1,024,729 0.70% Shares
CONGRESS ASSET MANAGEMENT CO $16,726,359 1,002,178 0.69% Shares
JENNISON ASSOCIATES LLC $16,418,770 983,749 0.67% Shares
Squarepoint Ops LLC $16,387,861 981,897 0.67% Shares
MILLENNIUM MANAGEMENT LLC $16,340,595 979,065 0.67% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $14,756,897 884,176 0.61% Shares
Engineers Gate Manager LP $14,005,046 839,128 0.58% Shares
Mesirow Institutional Investment Management, Inc. $13,795,347 695,330 0.57% Shares
BANK OF AMERICA CORP /DE/ $13,732,482 822,797 0.56% Shares
Daiwa Securities Group Inc. $13,295,321 796,604 0.55% Shares
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC $13,217,178 791,922 0.54% Shares
RHUMBLINE ADVISERS $12,919,120 774,065 0.53% Shares
CRAWFORD INVESTMENT COUNSEL INC $10,767,394 645,140 0.44% Shares
APG Asset Management US Inc. $10,274,807 598,765 0.42% Shares
CITIGROUP INC $10,230,586 612,977 0.42% Shares
BLAIR WILLIAM & CO/IL $10,074,458 603,622 0.41% Shares
BOOTHBAY FUND MANAGEMENT, LLC $9,848,519 590,085 0.40% Shares
PRUDENTIAL FINANCIAL INC $9,807,561 587,631 0.40% Shares
CRAMER ROSENTHAL MCGLYNN LLC $8,137,360 487,559 0.33% Shares
Swiss National Bank $7,897,708 473,200 0.32% Shares
Sophron Capital Management L.P. $7,142,369 427,943 0.29% Shares
Verition Fund Management LLC $6,985,666 418,554 0.29% Shares
STATE OF WISCONSIN INVESTMENT BOARD $6,979,658 418,194 0.29% Shares
California Public Employees Retirement System $6,595,721 395,190 0.27% Shares
NOMURA ASSET MANAGEMENT CO LTD $6,340,531 379,900 0.26% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $6,237,520 373,728 0.26% Shares
OVERSEA-CHINESE BANKING Corp Ltd $5,992,928 359,073 0.25% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $5,986,386 358,681 0.25% Shares
LPL Financial LLC $5,576,651 334,131 0.23% Shares
ExodusPoint Capital Management, LP $5,345,640 320,290 0.22% Shares
State of New Jersey Common Pension Fund D $5,290,246 316,971 0.22% Shares
HSBC HOLDINGS PLC $5,041,231 300,969 0.21% Shares
AMERIPRISE FINANCIAL INC $4,930,081 295,219 0.20% Shares
Asset Management One Co., Ltd. $4,905,451 329,446 0.20% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $4,514,712 270,504 0.19% Shares
Phocas Financial Corp. $4,487,056 268,847 0.18% Shares
OSAIC HOLDINGS, INC. $4,370,489 261,858 0.18% Shares
Sumitomo Mitsui Trust Group, Inc. $4,200,356 251,669 0.17% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4,149,084 278,649 0.17% Shares
VANGUARD ASSET MANAGEMENT, Ltd $4,139,704 248,035 0.17% Shares
Lightrock Netherlands B.V. $4,134,213 247,706 0.17% Shares
Nuveen Asset Management, LLC $4,124,081 207,867 0.17% Shares
Retirement Systems of Alabama $4,061,411 243,344 0.17% Shares
Grove Bank & Trust $3,951,191 236,740 0.16% Shares
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $3,859,312 231,235 0.16% Shares
Cetera Investment Advisers $3,853,132 230,864 0.16% Shares
Pathstone Holdings, LLC $3,770,747 225,912 0.15% Shares
Allianz Asset Management GmbH $3,739,311 224,045 0.15% Shares
Vanguard Investments Australia, Ltd. $3,648,300 218,592 0.15% Shares
BlackRock, Inc. $3,643,611 218,311 0.15% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $3,569,524 213,872 0.15% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $3,522,291 211,042 0.14% Shares
Qube Research & Technologies Ltd $3,425,355 205,234 0.14% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $3,396,699 203,517 0.14% Shares
Mill Creek Capital Advisors, LLC $3,292,045 221,091 0.14% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $3,274,244 196,180 0.13% Shares
STOREBRAND ASSET MANAGEMENT AS $3,202,711 191,894 0.13% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $3,042,621 182,302 0.13% Shares
Kestra Advisory Services, LLC $2,880,264 172,574 0.12% Shares
Hilton Capital Management, LLC $2,768,208 165,860 0.11% Shares
Cubist Systematic Strategies, LLC $2,761,010 168,457 0.11% Shares
STRS OHIO $2,738,829 164,100 0.11% Shares
Y-Intercept (Hong Kong) Ltd $2,650,305 158,796 0.11% Shares
Quantinno Capital Management LP $2,374,736 142,284 0.10% Shares
Berger Financial Group, Inc $2,317,232 138,840 0.10% Shares
Legal & General Group Plc $2,292,939 137,384 0.09% Shares
Amundi $2,280,088 136,614 0.09% Shares
NEW YORK STATE COMMON RETIREMENT FUND $2,259,292 135,368 0.09% Shares
Toroso Investments, LLC $2,248,173 128,614 0.09% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $2,158,534 129,331 0.09% Shares
READYSTATE ASSET MANAGEMENT LP $2,060,631 123,465 0.08% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,959,120 117,383 0.08% Shares
MORGAN STANLEY $1,951,998 116,956 0.08% Shares
Steward Partners Investment Advisory, LLC $1,909,900 114,434 0.08% Shares

Company insiders 19 insiders · 6 officers · 14 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Scott Schaeffer Chairman & CEO March 15, 2022 F 739,695 0 0 $0
James J Sebra CFO & Treasurer March 15, 2022 F 258,070 0 0 $0
Farrell M. Ender President March 15, 2022 F 284,086 0 0 $0
Ella S Neyland Chief Operating Officer Feb. 8, 2022 A 49,825 0 0 $0
Jessica K Norman Chief Legal Officer March 2, 2022 F 22,037 0 0 $0
Jason R Delozier CAO and Controller March 2, 2022 F 19,240 0 0 $0
Richard D Gebert Director Aug. 3, 2026 S 42,069 0 3 $-24,800
Stephen R. Bowie Director Dec. 16, 2021 A 20,288 0 0 $0
Thomas H. Purcell Director Dec. 16, 2021 A 3,493 0 0 $0
Ned Brines Director Dec. 16, 2021 A 1,371 0 0 $0
Ana Marie Del Rio Director Dec. 16, 2021 A 50,694 0 0 $0
Melinda H Mcclure Director May 12, 2021 A 24,471 0 0 $0
Deforest B. Soaries Jr. Director May 12, 2021 A 42,886 0 0 $0
Lisa Washington Director May 12, 2021 A 4,546 0 0 $0
Mack D Pridgen III Director May 12, 2021 A 69,523 0 0 $0
William C Dunkelberg Director May 12, 2021 A 4,546 0 0 $0
Richard H Ross Director May 12, 2020 S 7,495 0 0 $0
Robert F Mccadden Director May 16, 2017 A 23,966 0 0 $0
Sharon M. Tsao — May 17, 2016 P 8,000 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 4 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
RAIT Financial Trust, RAIT NTR Holdings, LLC, Taberna IR Holdings Member, LLC, Belle Creek Member, LLC, Crestmont Member, LLC, Copper Mill Member, LLC, Heritage Trace Member, LLC, Tresa at Arrowhead Member, LLC, Centrepoint Member, LLC, Cumberland Member, LLC ×7 filings Oct. 7, 2016 — Initial filing — SEC
Trade Street Residential, Inc. ×2 filings Sept. 25, 2015 — Initial filing — SEC
Independence Realty Trust, Inc. (“IRT”) Sept. 25, 2015 — Initial filing — SEC
Independence Realty Trust, Inc. May 21, 2015 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 76 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
LPRE · Exchange Listed Funds Trust 8.25% 795,991 NS May 31, 2026 N-PORT
HAUS · Tidal Trust I 3.92% 20,629 NS April 30, 2026 N-PORT
RNTY · Tidal Trust II 2.39% 7,452 NS April 30, 2026 N-PORT
HOMZ · ETF Series Solutions 1.53% 32,108 NS May 31, 2026 N-PORT
PPTY · ETF Series Solutions 1.50% 22,845 NS May 31, 2026 N-PORT
XMLV · Invesco Exchange-Traded Fund Trust … 1.20% 522,332 Aug. 8, 2026 Daily
JPRE · J.P. Morgan Exchange-Traded Fund Tr… 1.12% 326,820 NS May 31, 2026 N-PORT
VRAI · ETFis Series Trust I 1.10% 12,445 NS April 30, 2026 N-PORT
SMCO · Tidal Trust II 1.05% 82,930 NS April 30, 2026 N-PORT
REZ · iShares Trust 0.81% 412,368 SH Aug. 8, 2026 Daily
GQRE · FlexShares Trust 0.47% 111,265 NS April 30, 2026 N-PORT
SIXL · EXCHANGE TRADED CONCEPTS TRUST 0.42% 48,995 NS May 31, 2026 N-PORT
BBRE · J.P. Morgan Exchange-Traded Fund Tr… 0.36% 270,088 NS May 31, 2026 N-PORT
USRT · iShares Trust 0.32% 881,420 SH Aug. 8, 2026 Daily
MILN · Global X Funds 0.31% 18,733 NS May 31, 2026 N-PORT
DFAR · Dimensional ETF Trust 0.30% 308,156 NS April 30, 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 0.27% 1,675,588 NS May 31, 2026 N-PORT
VTWV · VANGUARD SCOTTSDALE FUNDS 0.26% 209,854 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.26% 2,224,621 SH Aug. 8, 2026 Daily
FYT · First Trust Exchange-Traded AlphaDE… 0.26% 29,168 NS April 30, 2026 N-PORT
FREL · FIDELITY COVINGTON TRUST 0.25% 223,165 NS April 30, 2026 N-PORT
IVOV · VANGUARD ADMIRAL FUNDS 0.23% 202,110 SH Aug. 8, 2026 Daily
IJJ · iShares Trust 0.23% 1,198,056 SH Aug. 8, 2026 Daily
PRFZ · Invesco Exchange-Traded Fund Trust 0.22% 365,352 Aug. 8, 2026 Daily
REET · iShares Trust 0.21% 643,527 SH Aug. 8, 2026 Daily
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 75,684 NS April 30, 2026 N-PORT
VNQ · VANGUARD SPECIALIZED FUNDS 0.21% 8,970,616 SH Aug. 8, 2026 Daily
DFGR · Dimensional ETF Trust 0.20% 428,654 NS April 30, 2026 N-PORT
AVRE · AMERICAN CENTURY ETF TRUST 0.19% 96,953 NS May 31, 2026 N-PORT
ERET · iShares Trust 0.19% 1,576 SH Aug. 8, 2026 Daily
FYX · First Trust Exchange-Traded AlphaDE… 0.19% 139,497 NS April 30, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.18% 8,903 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.17% 77,732 NS May 31, 2026 N-PORT
HSMV · First Trust Exchange-Traded Fund III 0.15% 2,777 NS April 30, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.13% 22,065 Aug. 8, 2026 Daily
RDIV · Invesco Exchange-Traded Fund Trust … 0.13% 105,426 Aug. 8, 2026 Daily
IWM · iShares Trust 0.13% 6,082,472 SH Aug. 8, 2026 Daily
XJH · iShares Trust 0.13% 31,801 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.12% 1,381,171 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.12% 104,284 NS April 30, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.12% 30,021 Aug. 8, 2026 Daily
PTMC · Pacer Funds Trust 0.11% 27,167 NS April 30, 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.11% 379,623 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.11% 8,112,798 SH Aug. 8, 2026 Daily
ITWO · ProShares Trust 0.10% 11,330 NS May 31, 2026 N-PORT
MVV · ProShares Trust 0.08% 8,187 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.08% 1,137,267 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.08% 3,433,341 SH Aug. 8, 2026 Daily
MIDU · Direxion Shares ETF Trust 0.08% 3,921 NS April 30, 2026 N-PORT
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.07% 90,001 NS April 30, 2026 N-PORT