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IRC

INLAND REAL ESTATE CORP
IRC

Delisted

IRC was delisted on the 30th of March, 2016.

154 hedge funds and large institutions have $809M invested in INLAND REAL ESTATE CORP in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

5% more capital invested

Capital invested by funds: $767M → $809M (+$41.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 155154 (-1)

65% less call options, than puts

Call options by funds: $317K | Put options by funds: $906K

Holders
154
Holders Change
-1
Holders Change %
-0.65%
% of All Funds
4.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
72
Reduced
42
Closed
15
Calls
$317K
Puts
$906K
Net Calls
-$589K
Net Calls Change
+$128K
Name Holding Trade Value Shares
Change
Change in
Stake
DLG
1
Daniel L. Goodwin
$126M +$669K +65,108 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$121M +$3.05M +297,087 +3%
WHG
3
Westwood Holdings Group
Texas
$48.2M +$13.3M +1,297,121 +38%
BFA
4
BlackRock Fund Advisors
California
$46.4M +$3.75M +365,083 +9%
ACI
5
AMP Capital Investors
Australia
$39.4M +$2.81M +273,700 +8%
BIT
6
BlackRock Institutional Trust
California
$35.7M -$2.08M -202,200 -5%
Invesco
7
Invesco
Georgia
$34.4M +$2.78M +270,209 +9%
Goldman Sachs
8
Goldman Sachs
New York
$32.3M -$544K -52,899 -2%
SAMC
9
Shinko Asset Management Company
Japan
$29.9M +$3.32M +322,828 +12%
State Street
10
State Street
Massachusetts
$18M +$790K +76,827 +5%
Northern Trust
11
Northern Trust
Illinois
$15M +$427K +41,505 +3%
KCM
12
Kennedy Capital Management
Missouri
$14.8M -$311K -30,208 -2%
Deutsche Bank
13
Deutsche Bank
Germany
$13.1M +$3.19M +310,505 +32%
LSV Asset Management
14
LSV Asset Management
Illinois
$12.1M +$9.61M +934,216 +376%
ClearBridge Investments
15
ClearBridge Investments
New York
$12.1M +$542K +52,750 +5%
AllianceBernstein
16
AllianceBernstein
Tennessee
$11.8M +$6.55M +636,660 +124%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$11.5M +$1.26M +122,824 +12%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$9.87M +$393K +38,212 +4%
AQR Capital Management
19
AQR Capital Management
Connecticut
$9.76M -$4.35M -423,514 -31%
Norges Bank
20
Norges Bank
Norway
$9.08M
BG
21
BlackRock Group
United Kingdom
$6.92M +$813K +79,105 +13%
SFM
22
Systematic Financial Management
New Jersey
$5.88M +$48.9K +4,755 +0.8%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$5.77M +$153K +14,900 +3%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$5.42M +$1.5M +146,200 +38%
Principal Financial Group
25
Principal Financial Group
Iowa
$4.97M -$6.31K -614 -0.1%

IRC Hedge Fund Activity: Q3 2013 in Review

154 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in INLAND REAL ESTATE CORP (IRC) for Q3 2013, worth a combined $809M — up 5.4% from $767M a quarter earlier.

Fund positioning in IRC was balanced in Q3 2013: 15 funds opened new positions, 15 closed out, 72 added to existing stakes and 42 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $13.3M. The largest seller was Security Capital Research & Management, cutting an estimated $11.2M.

  • 154 institutional investors held INLAND REAL ESTATE CORP (IRC) as of Q3 2013, down from 155 in Q2 2013.
  • Funds reported $809M of INLAND REAL ESTATE CORP stock for Q3 2013, up 5.4% quarter-over-quarter.
  • 15 funds opened new INLAND REAL ESTATE CORP positions in Q3 2013 and 15 closed out, a net change of 0 holders.
  • The largest INLAND REAL ESTATE CORP buyer in Q3 2013 was Westwood Holdings Group, an estimated $13.3M added.
  • The largest INLAND REAL ESTATE CORP seller in Q3 2013 was Security Capital Research & Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2013.