LPC
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Long Pond Capital’s Independence Realty Trust IRT Stock Holding History

Long Pond Capital’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$85.6M Sell
5,127,246
-599,992
-10% -$9.71M 8.23% 3
2026
Q1 		$85.3M Buy
5,727,238
+4,726,660
+472% +$77.6M 8.15% 1
2025
Q4 		$17.5M Sell
1,000,578
-11,301,106
-92% -$187M 2.05% 18
2025
Q3 		$202M Buy
12,301,684
+6,801,182
+124% +$118M 14.61% 2
2025
Q2 		$97.3M Buy
5,500,502
+4,672,690
+564% +$87.7M 6.28% 6
2025
Q1 		$17.6M Sell
827,812
-7,677,361
-90% -$155M 1.14% 24
2024
Q4 		$169M Buy
8,505,173
+7,130
+0.1% +$146K 8.56% 2
2024
Q3 		$174M Buy
8,498,043
+7,365
+0.1% +$145K 7.81% 3
2024
Q2 		$159M Sell
8,490,678
-1,923,805
-18% -$32.2M 8.5% 2
2024
Q1 		$168M Buy
10,414,483
+6,996,365
+205% +$107M 9.61% 1
2023
Q4 		$52.3M Sell
3,418,118
-5,528,725
-62% -$76.6M 4.2% 7
2023
Q3 		$126M Buy
8,946,843
+4,811,057
+116% +$79.4M 7.19% 4
2023
Q2 		$75.4M Sell
4,135,786
-700,710
-14% -$12M 4.44% 11
2023
Q1 		$77.5M Sell
4,836,496
-401,038
-8% -$7.03M 4.16% 10
2022
Q4 		$88.3M Sell
5,237,534
-5,002,984
-49% -$84.6M 5.4% 5
2022
Q3 		$171M Buy
10,240,518
+6,282,035
+159% +$127M 10.03% 1
2022
Q2 		$82.1M Sell
3,958,483
-2,383,990
-38% -$57.4M 4.06% 6
2022
Q1 		$168M Buy
6,342,473
+3,042,589
+92% +$74.7M 6.83% 3
2021
Q4 		$85.2M Buy
+3,299,884
New +$78.1M 3.04% 14

Other funds holding IRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Long Pond Capital's IRT Position: Q2 2026 in Review

Long Pond Capital reduced its Independence Realty Trust (IRT) stake by 10% in Q2 2026, selling an estimated $9.71M and leaving 5,127,246 shares worth $85.6M. The position accounts for 8.23% of the portfolio, ranked #3.

Long Pond Capital first reported a position in IRT in Q4 2021 and has held it in 19 quarters since. The position peaked at $202M in Q3 2025. 394 funds tracked by Wall St. Rank hold IRT as of Q2 2026.

  • Long Pond Capital held 5,127,246 shares of Independence Realty Trust worth $85.6M as of Q2 2026.
  • Long Pond Capital sold 599,992 Independence Realty Trust shares in Q2 2026, an estimated $9.71M.
  • Independence Realty Trust made up 8.23% of Long Pond Capital's portfolio in Q2 2026, its #3 holding.
  • Long Pond Capital first reported a position in Independence Realty Trust in Q4 2021 and has held it in 19 quarters since.
  • Long Pond Capital's Independence Realty Trust position peaked at $202M in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Independence Realty Trust as of Q2 2026.

Based on Long Pond Capital's 13F filing for Q2 2026, filed 13 Aug 2026.