IRTNYSEReal Estate Investment TrustsFiscal year ends December 31
INDEPENDENCE REALTY TRUST, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$14.49−0.28 (-1.90%)
Close on Oct 19, 2026
- Market cap
- $3.42B
- P/E (TTM)
- 80.5
- Dividend yield
- 4.62%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.0%
233M of 236M shares
Institutional holders
394
50 new, 33 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
0 buys · 11 sales
Net sold $90.13K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 33,393,323 | 14.40% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 21,497,074 | 9.12% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 12,606,936 | 5.34% | 13G (passive) | Mar 31, 2026 |
| Long Pond Capital GP, LLC | 12,301,684 | 5.26% | 13G (passive) | Sep 30, 2025 |
| State Street Corporation | – | 6.17% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IRT | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 36,067,985 | 15.30% | $601.97M | +376,122 | 0.01% |
| Vanguard Portfolio Management LLC | 21,795,546 | 9.25% | $363.77M | +390,997 | 0.02% |
| State Street Corp | 12,982,771 | 5.51% | $218.95M | −89,808 | 0.01% |
| Vanguard Capital Management LLC | 10,613,114 | 4.50% | $177.13M | −6,459 | 0.00% |
| Alliancebernstein L.P. | 7,935,090 | 3.37% | $118.15M | −310,659 | 0.04% |
| Prudential Financial Inc | 7,872,378 | 3.34% | $131.39M | +7,498 | 0.14% |
| Geode Capital Management, LLC | 6,986,759 | 2.96% | $116.63M | +315,170 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 6,465,200 | 2.74% | $107.91K | −3,527,753 | 0.07% |
| Nomura Asset Management International Inc. | 5,565,806 | 2.36% | $92.89M | −1,261,316 | 0.14% |
| Morgan Stanley | 5,510,135 | 2.34% | $91.96M | −270,057 | 0.00% |
| Franklin Resources Inc | 5,395,424 | 2.29% | $90.05M | +1,683,135 | 0.02% |
| Long Pond Capital, LP | 5,127,246 | 2.17% | $85.57M | −599,992 | 8.23% |
| Charles Schwab Investment Management Inc | 4,396,652 | 1.87% | $73.38M | +210,048 | 0.01% |
| Norges Bank | 4,134,326 | 1.75% | $69.00M | New | 0.01% |
| Northern Trust Corp | 3,508,195 | 1.49% | $58.55M | +162,780 | 0.01% |
| Dimensional Fund Advisors LP | 3,252,961 | 1.38% | $54.29M | −220,836 | 0.01% |
| Citadel Advisors LLC | 2,679,582 | 1.14% | $44.72M | −984,191 | 0.01% |
| JPMorgan Chase & Co | 2,563,019 | 1.09% | $43.22M | +649,835 | 0.00% |
| Woodline Partners LP | 2,488,272 | 1.06% | $41.53M | +536,007 | 0.13% |
| Frontier Capital Management Co LLC | 2,376,740 | 1.01% | $39.67M | −492,980 | 0.37% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 394 | 233M | 99.0% | 50 / 142 | 139 / 33 | 26M | 22M |
| Q1 2026 | 385 | 229M | 97.2% | 49 / 122 | 148 / 34 | 54M | 27M |
| Q4 2025 | 375 | 236M | 100.0% | 50 / 136 | 138 / 49 | 44M | 42M |
| Q3 2025 | 384 | 235M | 99.7% | 42 / 143 | 139 / 51 | 30M | 28M |
| Q2 2025 | 397 | 233M | 98.6% | 41 / 146 | 147 / 48 | 17M | 16M |
| Q1 2025 | 407 | 232M | 98.5% | 49 / 142 | 144 / 43 | 20M | 16M |
| Q4 2024 | 406 | 230M | 97.6% | 55 / 144 | 137 / 36 | 17M | 13M |
| Q3 2024 | 392 | 227M | 96.3% | 75 / 130 | 123 / 23 | 55M | 6M |
| Q2 2024 | 343 | 210M | 89.2% | 49 / 127 | 110 / 33 | 34M | 26M |
| Q1 2024 | 331 | 203M | 86.2% | 38 / 108 | 129 / 40 | 21M | 26M |
| Q4 2023 | 334 | 209M | 88.5% | 36 / 117 | 126 / 57 | 35M | 17M |
| Q3 2023 | 359 | 191M | 81.0% | 42 / 108 | 138 / 35 | 12M | 16M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IRT | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 8,962,757 | 3.80% | $149.05M | 0.20% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 8,044,017 | 3.41% | $134.25M | 0.11% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 7,496,955 | 3.18% | $125.12M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 6,165,657 | 2.62% | $102.90M | 0.12% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 5,409,912 | 2.29% | $90.29M | 0.05% | Jun 30, 2026 |
| Franklin Small Cap Value Fund | 3,830,195 | 1.62% | $63.70M | 1.48% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 3,424,397 | 1.45% | $57.15M | 0.08% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 3,375,025 | 1.43% | $56.33M | 0.53% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 2,698,168 | 1.14% | $45.03M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 2,643,590 | 1.12% | $43.96M | 0.13% | Jul 31, 2026 |
| Nomura Small Cap Core Fund | 2,523,600 | 1.07% | $40.96M | 0.74% | May 29, 2026 |
| iShares Russell 2000 Value ETF | 2,246,864 | 0.95% | $37.50M | 0.26% | Jun 30, 2026 |
| Nomura Small Cap Value Fund | 2,205,181 | 0.94% | $35.79M | 1.03% | May 29, 2026 |
| Schwab U.S. REIT ETF | 1,675,588 | 0.71% | $27.19M | 0.27% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 1,572,988 | 0.67% | $26.16M | 0.24% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Scott Schaeffer | Chair Board and CEO, Director | 1,000,879 | 0.42% | Mar 3, 2026 |
| James J. Sebra | President and CFO, Director | 404,484 | 0.17% | Mar 3, 2026 |
| John J. Reyle | Executive Vice President | – | – | May 15, 2026 |
| Jason R. Delozier | Chief Accounting Officer | 55,981 | 0.02% | Mar 3, 2026 |
| Richard D. Gebert | Director | 41,569 | 0.02% | Sep 1, 2026 |
| Craig Macnab | Director | 16,991 | 0.01% | May 15, 2026 |
| Melinda H. McClure | Director | 50,569 | 0.02% | May 15, 2026 |
| DeForest B. Soaries Jr. | Director | 68,984 | 0.03% | May 15, 2026 |
| Lisa Washington | Director | 30,644 | 0.01% | May 15, 2026 |
| Rio Ana Marie del | Director | 76,792 | 0.03% | May 15, 2026 |
| Ned Brines | Director | 66,966 | 0.03% | May 15, 2026 |
| Stephen R. Bowie | Director | 46,039 | 0.02% | May 16, 2025 |
| Michele R. Weisbaum | – | 18,080 | 0.01% | Mar 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Richard D. Gebert Director | Sep 1, 2026 | Sale(10b5-1 plan) | −500 | $16.16 | $8.08K | 41,569 |
| Richard D. Gebert Director | Aug 3, 2026 | Sale(10b5-1 plan) | −500 | $16.70 | $8.35K | 42,069 |
| Richard D. Gebert Director | Jul 1, 2026 | Sale(10b5-1 plan) | −500 | $16.75 | $8.38K | 42,569 |
| Richard D. Gebert Director | Jun 1, 2026 | Sale(10b5-1 plan) | −500 | $16.15 | $8.08K | 43,069 |
| Melinda H. McClure Director | May 13, 2026 | Award | +6,197 | – | – | 50,569 |
| Richard D. Gebert Director | May 13, 2026 | Award | +6,197 | – | – | 43,569 |
| Lisa Washington Director | May 13, 2026 | Award | +6,197 | – | – | 30,644 |
| Craig Macnab Director | May 13, 2026 | Award | +6,197 | – | – | 16,991 |
| DeForest B. Soaries Jr. Director | May 13, 2026 | Award | +6,197 | – | – | 68,984 |
| Ned Brines Director | May 13, 2026 | Award | +6,197 | – | – | 63,921 |
| Rio Ana Marie del Director | May 13, 2026 | Award | +6,197 | – | – | 76,792 |
| Richard D. Gebert Director | May 1, 2026 | Sale(10b5-1 plan) | −500 | $16.33 | $8.17K | 37,372 |
| Ned Brines Director | Apr 17, 2026 | Small purchase | +604 | $16.08 | $9.71K | 57,725 |
| Ned Brines Director | Apr 17, 2026 | Small purchase | +16 | $16.08 | $257 | 1,538 |
| Richard D. Gebert Director | Apr 1, 2026 | Sale(10b5-1 plan) | −500 | $14.85 | $7.43K | 37,872 |
| Richard D. Gebert Director | Mar 2, 2026 | Sale(10b5-1 plan) | −500 | $16.47 | $8.24K | 38,372 |
| Jason R. Delozier Chief Accounting Officer | Mar 1, 2026 | Tax withholding | −1,393 | $16.57 | $23.08K | 55,981 |
| Michele R. Weisbaum – | Mar 1, 2026 | Tax withholding | −1,542 | $16.57 | $25.55K | 18,080 |
| Scott Schaeffer Chair Board and CEO, Director | Mar 1, 2026 | Tax withholding | −14,864 | $16.57 | $246.30K | 1,000,879 |
| James J. Sebra President and CFO, Director | Mar 1, 2026 | Tax withholding | −6,283 | $16.57 | $104.11K | 404,484 |
| Jason R. Delozier Chief Accounting Officer | Feb 3, 2026 | Tax withholding | −2,765 | $16.26 | $44.96K | 52,952 |
| Jason R. Delozier Chief Accounting Officer | Feb 3, 2026 | Award | +4,422 | – | – | 57,374 |
| Jason R. Delozier Chief Accounting Officer | Feb 3, 2026 | Award | +11,168 | – | – | 55,717 |
| Scott Schaeffer Chair Board and CEO, Director | Feb 3, 2026 | Award | +147,365 | – | – | 1,000,516 |
| Scott Schaeffer Chair Board and CEO, Director | Feb 3, 2026 | Tax withholding | −28,994 | $16.26 | $471.44K | 971,522 |
| Scott Schaeffer Chair Board and CEO, Director | Feb 3, 2026 | Award | +44,221 | – | – | 1,015,743 |
| James J. Sebra President and CFO, Director | Feb 3, 2026 | Tax withholding | −12,382 | $16.26 | $201.33K | 394,553 |
| James J. Sebra President and CFO, Director | Feb 3, 2026 | Award | +16,214 | – | – | 410,767 |
| James J. Sebra President and CFO, Director | Feb 3, 2026 | Award | +53,928 | – | – | 406,935 |
| Richard D. Gebert Director | Feb 2, 2026 | Sale(10b5-1 plan) | −500 | $16.73 | $8.37K | 38,872 |
| Ned Brines Director | Jan 23, 2026 | Small purchase | +574 | $16.76 | $9.62K | 57,121 |
| Ned Brines Director | Jan 23, 2026 | Small purchase | +15 | $16.76 | $251 | 1,522 |
| Richard D. Gebert Director | Jan 2, 2026 | Sale(10b5-1 plan) | −500 | $17.38 | $8.69K | 39,372 |
| Scott Schaeffer Chair Board and CEO, Director | Jan 2, 2026 | Tax withholding | −20,240 | $17.48 | $353.80K | 853,151 |
| James J. Sebra President and CFO, Director | Jan 2, 2026 | Tax withholding | −10,095 | $17.48 | $176.46K | 353,007 |
| Jason R. Delozier Chief Accounting Officer | Jan 2, 2026 | Tax withholding | −2,125 | $17.48 | $37.15K | 44,549 |
| Richard D. Gebert Director | Dec 1, 2025 | Sale(10b5-1 plan) | −500 | $17.00 | $8.50K | 39,872 |
| Richard D. Gebert Director | Nov 3, 2025 | Sale(10b5-1 plan) | −500 | $15.74 | $7.87K | 40,372 |
| Michele R. Weisbaum – | Nov 1, 2025 | Tax withholding | −1,834 | $15.93 | $29.22K | 19,622 |
| Ned Brines Director | Oct 24, 2025 | Small purchase | +583 | $16.32 | $9.51K | 56,547 |
| Ned Brines Director | Oct 24, 2025 | Small purchase | +16 | $16.32 | $261 | 1,507 |
| Richard D. Gebert Director | Oct 1, 2025 | Sale(10b5-1 plan) | −500 | $16.42 | $8.21K | 40,872 |
| Richard D. Gebert Director | Sep 2, 2025 | Sale(10b5-1 plan) | −500 | $17.88 | $8.94K | 41,372 |
| Richard D. Gebert Director | Aug 1, 2025 | Sale(10b5-1 plan) | −500 | $16.90 | $8.45K | 41,872 |
| Ned Brines Director | Jul 18, 2025 | Small purchase | +545 | $17.30 | $9.43K | 55,964 |
| Ned Brines Director | Jul 18, 2025 | Small purchase | +15 | $17.30 | $260 | 1,491 |
| Richard D. Gebert Director | Jul 1, 2025 | Sale(10b5-1 plan) | −500 | $17.58 | $8.79K | 42,372 |
| Richard D. Gebert Director | Jun 2, 2025 | Sale(10b5-1 plan) | −500 | $18.40 | $9.20K | 42,872 |
| Craig Macnab Director | May 14, 2025 | Award | +5,178 | – | – | 10,794 |
| DeForest B. Soaries Jr. Director | May 14, 2025 | Award | +5,178 | – | – | 62,787 |
| Rio Ana Marie del Director | May 14, 2025 | Award | +5,178 | – | – | 70,595 |
| Richard D. Gebert Director | May 14, 2025 | Award | +5,178 | – | – | 43,372 |
| Lisa Washington Director | May 14, 2025 | Award | +5,178 | – | – | 24,447 |
| Melinda H. McClure Director | May 14, 2025 | Award | +5,178 | – | – | 44,372 |
| Ned Brines Director | May 14, 2025 | Award | +5,178 | – | – | 55,418 |
| Stephen R. Bowie Director | May 14, 2025 | Award | +5,178 | – | – | 22,826 |
| Richard D. Gebert Director | May 1, 2025 | Sale(10b5-1 plan) | −500 | $19.01 | $9.51K | 38,194 |
| Ned Brines Director | Apr 21, 2025 | Small purchase | +417 | $19.13 | $7.98K | 50,240 |
| Ned Brines Director | Apr 21, 2025 | Small purchase | +12 | $19.13 | $230 | 1,476 |
| Scott Schaeffer Chair Board and CEO, Director | Apr 1, 2025 | Sale(10b5-1 plan) | −10,000 | $21.21 | $212.10K | 873,365 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Scott Schaeffer Officer, Director | Apr 1, 2025 | 10,000 | $212.15K | Apr 1, 2025 | Equity Comp |