Signals

IRT

497 in-universe funds with a nonzero position in IRT within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#821
Score / z0.140 / 0.15
Consensus141.05 over 240 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-09 8-K 1.01, 5.02, 7.01, 9.01
2026-08-03 8-K 2.02, 7.01, 9.01
2026-06-12 8-K 1.02
2026-06-01 8-K 7.01, 9.01
2026-05-13 8-K 5.07
2026-05-04 8-K 7.01, 9.01
2026-04-29 8-K 2.02, 7.01, 9.01
2026-03-02 8-K 7.01, 9.01
2026-02-11 8-K 1.01, 1.02, 2.02, 2.03, 7.01, 9.01
2026-02-06 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-09-05 424B5 INDEPENDENCE REALTY TRUST, INC
2024-09-03 424B5 INDEPENDENCE REALTY TRUST, INC
2023-07-28 424B5 INDEPENDENCE REALTY TRUST, INC
2021-07-29 424B5 INDEPENDENCE REALTY TRUST, INC
2021-07-26 424B5 INDEPENDENCE REALTY TRUST, INC
2020-11-13 424B5 INDEPENDENCE REALTY TRUST, INC
2020-02-24 424B5 INDEPENDENCE REALTY TRUST, INC
2020-02-19 424B5 INDEPENDENCE REALTY TRUST, INC
2017-11-13 424B5 INDEPENDENCE REALTY TRUST, INC
2017-09-08 424B5 INDEPENDENCE REALTY TRUST, INC
Showing the 10 most recent.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 602.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 363.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 218.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 177.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 131.4 0.1% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 118.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 116.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 92.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 92.0 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 90.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Pond Capital, LP CIK 0001499066 0.162 30 85.6 9.0% 5 +0.3 pp +6.9 pp -5.6 pp +2.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 73.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 69.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 58.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 54.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 44.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 41.5 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 39.7 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 39.2 0.3% 5 +0.1 pp +0.3 pp +0.3 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 38.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RUSH ISLAND MANAGEMENT, LP CIK 0001736465 0.352 22 38.7 2.6% 2 -0.9 pp +2.6 pp +2.6 pp +2.6 pp
GRS Advisors, LLC CIK 0001544554 0.101 27 37.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 36.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 35.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 35.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 32.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Argosy-Lionbridge Management, LLC CIK 0002056354 0.263 20 30.4 19.1% 4 +0.1 pp +2.1 pp +11.1 pp +19.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 29.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 29.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 26.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 23.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 22.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 22.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 21.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 21.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 20.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 20.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 20.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 17.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 16.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 16.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 16.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 14.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 14.0 0.2% 4 -0.4 pp -0.7 pp +0.2 pp +0.2 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 13.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 13.2 0.2% 5 -0.0 pp -0.3 pp -0.2 pp -0.6 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 12.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 12.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 10.8 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 10.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 10.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 9.8 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 8.1 0.4% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 7.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sophron Capital Management L.P. CIK 0002027142 0.113 43 7.1 2.2% 2 +1.3 pp +2.2 pp +0.5 pp -0.2 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 7.0 0.0% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 6.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 6.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 6.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 5.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.9 0.0% 7 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 5.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 4.5 0.6% 6 -0.0 pp -0.2 pp -0.1 pp -0.3 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lightrock Netherlands B.V. CIK 0002041485 0.383 36 4.1 0.8% 5 -0.0 pp -0.2 pp -0.1 pp -0.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 4.0 0.4% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 3.2 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 2.8 0.2% 5 +0.0 pp +0.0 pp -0.3 pp -0.4 pp
STRS OHIO CIK 0000820478 0.777 2154 2.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 2.3 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Amundi CIK 0001330387 0.000 1 2.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.3 0.0% 7 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 2.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 1.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 1.6 0.8% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 1.5 1.0% 5 +0.0 pp -0.3 pp -0.4 pp -0.5 pp
Bell Bank CIK 0001002672 0.895 195 1.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHEETS SMITH WEALTH MANAGEMENT CIK 0001157436 0.386 408 1.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AEW CAPITAL MANAGEMENT L P CIK 0001046187 0.864 39 1.3 0.1% 5 -0.2 pp -0.3 pp -0.5 pp -1.7 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RM Financial Services, LLC CIK 0002109852 0.299 79 1.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Prosperitas Financial LLC CIK 0002001016 0.381 103 1.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
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HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Sky Capital Consultants Group, Inc. CIK 0002057054 0.310 74 0.0 0.0% 0 -2.1 pp -2.3 pp -2.3 pp -2.8 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Conversant Capital LLC CIK 0001850901 0.686 17 0.0 0.0% 0 +0.0 pp -2.8 pp -2.6 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TMB Capital Partners, LLC CIK 0002111931 0.284 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
B&I Capital AG CIK 0001843527 0.000 28 0.0 0.0% 0 -1.5 pp -3.2 pp -2.7 pp -2.6 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just IRT). Qtrs Held counts distinct quarters this fund has actually held IRT (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its IRT position size. Δ columns are the percentage-point change in IRT's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status