| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 10.6M | $177.1M | -0.1% | 4.503% | 0.00% |
| 5 | PRUDENTIAL FINANCIAL INC | 7.9M | $131.4M | +0.1% | 3.340% | 0.14% |
| 6 | ALLIANCEBERNSTEIN L.P. | 7.9M | $118.2M | -3.8% | 3.366% | 0.04% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 7.0M | $116.6M | +4.7% | 2.964% | 0.01% |
| 8 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 5.6M | $92.9M | -18.5% | 2.361% | 0.14% |
| 9 | MORGAN STANLEY | 5.5M | $92.0M | -4.7% | 2.338% | 0.00% |
| 10 | FRANKLIN RESOURCES INC | 5.4M | $90.0M | +45.3% | 2.289% | 0.02% |
| 11 | Long Pond Capital, LP | 5.1M | $85.6M | -10.5% | 2.175% | 8.23% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.4M | $73.4M | +5.0% | 1.865% | 0.01% |
| 13 | NORGES BANK | 4.1M | $69.0M | β | 1.754% | 0.01% |
| 14 | NORTHERN TRUST CORP | 3.5M | $58.6M | +4.9% | 1.488% | 0.01% |
| 15 | DIMENSIONAL FUND ADVISORS LP | 3.3M | $54.3M | -6.4% | 1.380% | 0.01% |
| 16 | CITADEL ADVISORS LLC | 2.7M | $44.7M | -26.9% | 1.137% | 0.00% |
| 17 | JPMORGAN CHASE & CO | 2.6M | $43.2M | +34.0% | 1.087% | 0.00% |
| 18 | Woodline Partners LP | 2.5M | $41.5M | +27.5% | 1.056% | 0.13% |
| 19 | FRONTIER CAPITAL MANAGEMENT CO LLC | 2.4M | $39.7M | -17.2% | 1.008% | 0.37% |
| 20 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2.4M | $39.2M | +47.7% | 0.997% | 0.33% |
| 21 | Holocene Advisors, LP | 2.3M | $38.7M | +73.7% | 0.983% | 0.09% |
| 22 | RUSH ISLAND MANAGEMENT, LP | 2.3M | $38.7M | -33.0% | 0.983% | 2.56% |
| 23 | GRS Advisors, LLC | 2.3M | $37.7M | β | 0.959% | 3.19% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 2.2M | $36.8M | +369.8% | 0.936% | 0.02% |
| 25 | BANK OF AMERICA CORP /DE/ | 2.1M | $35.7M | +7.4% | 0.908% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IRT β a direct measure of their conviction.
| 98.17% |
| 0.72 pp |
| $4.42B |
| +7.2% |
| Q4 2024 | 390 | +2.9% | 98.89% | +0.40 pp | $4.12B | 2.9% |
| Q3 2024 | 379 | β | 98.49% | β | $4.24B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
IRT institutional ownership rose by 1.54 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 54.2% of all reported 13F value in IRT, and the top 25 account for 74.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.