Back to IRT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → IRT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IRT Position History
Independence Realty Trust, Inc. • Real Estate
Quarters held
5
Latest value
$729K
Q3 2026
Peak value
$729K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $317K |
| Q4 2025 | $391K |
| Q1 2026 | $336K |
| Q2 2026 | $629K |
| Q3 2026 | $729K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $729K | 49.8K | — | — |
| Q2 2026 | $629K | 37.6K | — | — |
| Q1 2026 | $336K | 22.2K | — | — |
| Q4 2025 | $391K | 22.4K | — | — |
| Q3 2025 | $317K | 19.5K | — | — |
Other funds holding IRT
$218.9M
$218.9M
$196.8M
$67M
$61.8M
$55.2M
$51.3M