Position in IRT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,595,624
+$4,076,148 QoQ
Shares Held
754,681
+31.9% QoQ
Ownership
0.320%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026HSBC HOLDINGS PLC holds $724,660,569 across 16 REIT - Residential names. IRT ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 2,022,699 | $136,649,898 | |||
| 2 | VMRK |
Vivmark Residential
|
1,776,839 | $120,700,669 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,722,345 | $82,242,040 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
255,953 | $74,633,331 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
527,345 | $73,269,310 | |
| 6 | SUI |
Sun Communities Inc
|
573,646 | $68,785,889 | |
| 7 | UDR |
UDR, Inc.
|
1,009,608 | $40,303,550 | |
| 8 | CPT |
Camden Property Trust
|
327,190 | $37,459,981 |
All Filings in IRT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,595,624 | 754,681 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,519,476 | 572,161 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $6,703,632 | 383,503 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $5,152,770 | 314,385 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,647,164 | 206,171 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,774,099 | 177,772 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,227,214 | 162,662 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,917,867 | 142,335 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,998,492 | 160,005 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,846,116 | 238,445 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,448,704 | 290,765 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,945,857 | 351,518 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,316,408 | 236,905 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,604,249 | 162,461 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,625,877 | 96,434 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,741,107 | 104,071 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,002,481 | 48,359 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,758,616 | 104,335 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $916,887 | 35,497 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $590,658 | 29,025 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $507,249 | 27,825 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $308,529 | 20,298 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $344,008 | 25,615 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $186,019 | 16,050 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $134,559 | 11,711 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $167,955 | 18,787 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||