L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 14 Feb 2024
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 0 listed it in both
Shares listed
1,548,867
combined, among listed positions
Reported value
$24m
combined, at the quarter end

Among the 93 comparable managers: 4 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IRT in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

02468201520192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IRT by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20151$140kn.a.n.a.
Q3 20165$28mn.a.n.a.
Q4 20161$8.8mn.a.n.a.
Q3 20171$47mn.a.n.a.
Q2 20181$57mn.a.n.a.
Q3 20181$59mn.a.n.a.
Q4 20181$53mn.a.n.a.
Q1 20192$69mn.a.n.a.
Q2 20193$139mn.a.n.a.
Q3 20193$168mn.a.n.a.
Q4 20192$174mn.a.n.a.
Q1 20203$117mn.a.n.a.
Q2 20203$136mn.a.n.a.
Q3 20203$129mn.a.n.a.
Q4 20202$134mn.a.n.a.
Q1 20212$120mn.a.n.a.
Q2 20212$140mn.a.n.a.
Q3 20213$201mn.a.n.a.
Q4 20217$652mn.a.n.a.
Q1 20226$474mn.a.n.a.
Q2 20224$335mn.a.n.a.
Q3 20222$113mn.a.n.a.
Q4 20221$78mn.a.n.a.
Q1 20231$4.3mn.a.n.a.
Q2 20232$11mn.a.n.a.
Q4 20234$24m40
Q1 20243$19m21
Q2 20242$358m20
Q3 20244$514m31
Q4 20245$551m41
Q1 20256$642m42
Q2 20253$449m13
Q3 20255$256m32
Q4 20255$293m1312
Q1 20265$251m911
Q2 20265$226m1411

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IRT and WELL →IRT and EQIX →IRT and PLD →Choose a stock to compare with IRT →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IRT, latest filings →Back to the 13F Explorer →