This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IRT/capital-change-brief"
Use Arkolith's capital_change_brief for IRT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $531.5M | 35.7M | ▼−0.3% Reduced · −90K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $318.7M | 21.4M | ▲New +21.4M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $196.8M | 13.1M | ▼~0% Reduced · −2K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $158.1M | 10.6M | ▲New +10.6M sh | Q1 2026 | |
| 5 | T. Rowe Price Investment Management, Inc. | Withheld | 10.0M | ▼−1.7% Reduced · −178K sh | Q1 2026 | |
| 6 | ALLIANCEBERNSTEIN L.P. | $144.1M | 8.2M | ▼−5.0% Reduced · −437K sh | Q1 2026 | |
| 7 | PRUDENTIAL FINANCIAL INC | $117.1M | 7.9M | ▲+18% Added · +1.2M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $99.4M | 6.7M | ▲+3.5% Added · +226K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $86.1M | 5.8M | ▲+2.3% Added · +130K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $62.3M | 4.2M | ▲+3.0% Added · +123K sh | Q1 2026 | |
| 11 | FRANKLIN RESOURCES INC | $55.3M | 3.7M | ▼−4.2% Reduced · −162K sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $54.6M | 3.7M | ▼−28% Reduced · −1.5M sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $51.7M | 3.5M | ▲+4.0% Added · +134K sh | Q1 2026 | |
| 14 | RUSH ISLAND MANAGEMENT, LP | $51.5M | 3.5M | ▲New +3.5M sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $49.8M | 3.3M | ▲+1.7% Added · +57K sh | Q1 2026 | |
| 16 | JENNISON ASSOCIATES LLC | $47.1M | 3.2M | ▼−31% Reduced · −1.4M sh | Q1 2026 | |
| 17 | Engineers Gate Manager LP | $47.0M | 3.2M | ▼−27% Reduced · −1.1M sh | Q1 2026 | |
| 18 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $46.0M | 3.1M | ▼−18% Reduced · −666K sh | Q1 2026 | |
| 19 | NORGES BANK | $52.1M | 3.0M | ▲+199% Added · +2.0M sh | Q4 2025 | |
| 20 | FRONTIER CAPITAL MANAGEMENT CO LLC | $42.7M | 2.9M | ▼−6.6% Reduced · −203K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $36.4M | 2.4M | ▲+3.6% Added · +86K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $29.7M | 2.0M | ▼−23% Reduced · −611K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $29.6M | 2.0M | ▼−2.1% Reduced · −43K sh | Q1 2026 | |
| 24 | Woodline Partners LP | $29.1M | 2.0M | ▼−30% Reduced · −848K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $28.3M | 1.9M | ▼−11% Reduced · −238K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Gebert Richard D | Director | Sell (S) | 500 | $8K |
| Jun 1, 2026 | Gebert Richard D | Director | Sell (S) | 500 | $8K |
| May 13, 2026 | Brines Ned | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | Gebert Richard D | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | del Rio Ana Marie | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | Washington Lisa | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | MCCLURE MELINDA H | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | MACNAB CRAIG | Director | Grant (A) | 6K | $0 |
| May 13, 2026 | Soaries DeForest B. Jr. | Director | Grant (A) | 6K | $0 |
| May 1, 2026 | Gebert Richard D | Director | Sell (S) | 500 | $8K |
| Apr 17, 2026 | Brines Ned | Director | Small acquisition (L) | 16 | $257 |
| Apr 17, 2026 | Brines Ned | Director | Small acquisition (L) | 604 | $10K |
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 118 funds | $39.6B |
| MICROSOFT CORPMSFT | 117 funds | $51.1B |
| ALPHABET INC-CL AGOOGL | 117 funds | $32.8B |
| ELI LILLY & COLLY | 117 funds | $13.2B |
| ORACLE CORPORCL | 117 funds | $5.3B |
| APPLE INCAAPL | 116 funds | $61.3B |
| BROADCOM INCAVGO | 116 funds | $25.8B |
| META PLATFORMS INC-CLASS AMETA | 116 funds | $21.9B |
| JPMORGAN CHASE & COJPM | 116 funds | $16.1B |
| TESLA INCTSLA | 116 funds | $15.5B |
| VISA INC-CLASS A SHARESV | 116 funds | $11.0B |
| UNITEDHEALTH GROUP INCUNH | 116 funds | $4.2B |
Ranked by how many of IRT's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.