Long Pond Capital, LP — INDEPENDENCE RLTY TR INC IRT: Quarterly 13F Position History
Long Pond Capital, LP has reported INDEPENDENCE RLTY TR INC (IRT) on 18 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2021. As of Q1 2026, the position is sized at 5,727,238 shares ($85.3M market value, 8.72% of the equity book). Quarter-over-quarter share count change: + 4,726,660 (+472.4%) .
- 5,727,238Shares Held (Latest Filing)
- $85.3MReported Market Value (Latest Filing)
- 8.72%Portfolio Weight (% of 13F Equity Book)
- +4,726,660Quarter-over-Quarter Share Change
- +$67.8MQuarter-over-Quarter Value Change
- 12,301,684Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 5,727,238 | +4,726,660 | +472.4% | $85.3M | 8.72% | $14.89 |
| Q4 2025 | 1,000,578 | 11,301,106 | -91.9% | $17.5M | 2.05% | $17.48 |
| Q3 2025 | 12,301,684 | +6,801,182 | +123.6% | $201.6M | 14.61% | $16.39 |
| Q2 2025 | 5,500,502 | +4,672,690 | +564.5% | $97.3M | 6.41% | $17.69 |
| Q1 2025 | 827,812 | 7,677,361 | -90.3% | $17.6M | 1.17% | $21.23 |
| Q4 2024 | 8,505,173 | +7,130 | +0.1% | $168.7M | 8.90% | $19.84 |
| Q3 2024 | 8,498,043 | +7,365 | +0.1% | $174.2M | 7.81% | $20.50 |
| Q2 2024 | 8,490,678 | 1,923,805 | -18.5% | $159.1M | 8.60% | $18.74 |
| Q1 2024 | 10,414,483 | +6,996,365 | +204.7% | $168.0M | 9.67% | $16.13 |
| Q4 2023 | 3,418,118 | 5,528,725 | -61.8% | $52.3M | 4.20% | $15.30 |
| Q3 2023 | 8,946,843 | +4,811,057 | +116.3% | $125.9M | 8.35% | $14.07 |
| Q2 2023 | 4,135,786 | 700,710 | -14.5% | $75.4M | 4.44% | $18.22 |
| Q1 2023 | 4,836,496 | 401,038 | -7.7% | $77.5M | 4.16% | $16.03 |
| Q4 2022 | 5,237,534 | 5,002,984 | -48.9% | $88.3M | 5.40% | $16.86 |
| Q3 2022 | 10,240,518 | +6,282,035 | +158.7% | $171.3M | 10.20% | $16.73 |
| Q2 2022 | 3,958,483 | 2,383,990 | -37.6% | $82.1M | 4.18% | $20.73 |
| Q1 2022 | 6,342,473 | +3,042,589 | +92.2% | $167.7M | 7.54% | $26.44 |
| Q4 2021 | 3,299,884 | — | — | $85.2M | 3.40% | $25.83 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Long Pond Capital, LP first disclose a IRT position in 13F-HR filings?
Long Pond Capital, LP first reported INDEPENDENCE RLTY TR INC (IRT) on its 13F-HR filing for the period ending 2021-12-31 (Q4 2021). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was Long Pond Capital, LP's most recent quarter-over-quarter share-count change in IRT?
Between Q4 2025 and Q1 2026, Long Pond Capital, LP added 4,726,660 shares of IRT (+472.4%), bringing the total reported position to 5,727,238 shares at a market value of $85.3M.
Does the implied price-per-share represent Long Pond Capital, LP's cost basis in IRT?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.