Position in IRT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$23,079,274
-$111,438,938 QoQ
Shares Held
1,549,985
-79.9% QoQ
Ownership
0.658%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.15854346977551.ToString("F0")%
Shared 0.ToString("F0")%
None 3.841456530224486.ToString("F0")%
Common Shares in IRT Over Time
Shares Held
Position Value (USD)
Derivatives in IRT
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$774,364
PutShares
44,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026UBS Group AG holds $821,324,876 across 22 REIT - Residential names. IRT ranks #11 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
5,032,699 | $140,512,955 | |
| 2 | INVH |
Invitation Homes Inc.
|
4,501,208 | $111,855,017 | |
| 3 | AVB |
Avalonbay Communities Inc
|
598,886 | $97,828,026 | |
| 4 | EQR |
Equity Residential
|
1,598,436 | $94,547,487 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
690,447 | $84,317,385 | |
| 6 | UDR |
UDR, Inc.
|
2,031,804 | $68,634,337 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
953,668 | $59,527,956 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
182,801 | $44,237,842 |
All Filings in IRT
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,079,274 | 1,549,985 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $774,364 | 44,300 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $134,518,212 | 7,695,550 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,981,131 | 242,900 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $27,456,855 | 1,675,220 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $31,848,473 | 1,800,366 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,046,233 | 1,556,582 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $32,137,921 | 1,619,855 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,725,459 | 1,108,559 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $19,070,123 | 1,017,616 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,978,741 | 432,656 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $161,300 | 10,000 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $47,529,128 | 3,106,479 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $612,000 | 40,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $1,176,758 | 83,636 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,594,176 | 87,496 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,279,434 | 79,815 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $9,618 | 600 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $1,479,801 | 87,770 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $501,900 | 30,000 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $783,114 | 46,809 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $621,900 | 30,000 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $956,066 | 46,120 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $737,649 | 27,899 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,668,005 | 103,291 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,578,263 | 126,696 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,134,616 | 62,239 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,771,954 | 116,576 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,574,532 | 117,240 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,383,776 | 119,394 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,330,897 | 115,831 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $772,156 | 86,371 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||