OAK BROOK, IL
INLAND REAL ESTATE INCOME TRUST, INC.INRE— Latest position per institution from SEC 13F filings
15
Institutional holders
46.26K
Total shares held
807.04K
Estimated value
5.14K
Avg. position size
TRIUMPH CAPITAL MANAGEMENT
CIK 1730765
Shares
36.12K
Value
692.36K
Filed
Mar 31, 2024
WINCH ADVISORY SERVICES, LLC
CIK 1585822
Shares
2.59K
Value
43.79K
Filed
Jun 30, 2026
FINANCIAL MANAGEMENT PROFESSIONALS, INC.
CIK 1568132
Shares
2.38K
Value
46.00
Filed
Mar 31, 2024
CAPITAL ADVISOR NETWORK LLC
CIK 2131047
Shares
2.27K
Value
38.37K
Filed
Jun 30, 2026
KOHMANN BOSSHARD FINANCIAL SERVICES, LLC
CIK 1696615
Shares
833.00
Value
14.06K
Filed
Dec 31, 2025
MAIN STREET GROUP, LTD
CIK 1965796
Shares
800.00
Value
13.51K
Filed
Jun 30, 2026
ARCHER INVESTMENT CORP
CIK 1803804
Shares
778.00
Value
0.00
Filed
Jun 30, 2025
BARTLETT & CO. WEALTH MANAGEMENT LLC
CIK 2010186
Shares
245.00
Value
4.90K
Filed
Dec 31, 2023
BARTLETT & CO. LLC
CIK 1550075
Shares
245.00
Value
5.00
Filed
Dec 31, 2023
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | TRIUMPH CAPITAL MANAGEMENT | 1730765 | 36.12K | 692.36K | Mar 31, 2024 |
| 2 | WINCH ADVISORY SERVICES, LLC | 1585822 | 2.59K | 43.79K | Jun 30, 2026 |
| 3 | FINANCIAL MANAGEMENT PROFESSIONALS, INC. | 1568132 | 2.38K | 46.00 | Mar 31, 2024 |
| 4 | CAPITAL ADVISOR NETWORK LLC | 2131047 | 2.27K | 38.37K | Jun 30, 2026 |
| 5 | KOHMANN BOSSHARD FINANCIAL SERVICES, LLC | 1696615 | 833.00 | 14.06K | Dec 31, 2025 |
| 6 | MAIN STREET GROUP, LTD | 1965796 | 800.00 | 13.51K | Jun 30, 2026 |
| 7 | ARCHER INVESTMENT CORP | 1803804 | 778.00 | 0.00 | Jun 30, 2025 |
| 8 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | 245.00 | 4.90K | Dec 31, 2023 |
| 9 | BARTLETT & CO. LLC | 1550075 | 245.00 | 5.00 | Dec 31, 2023 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.