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IRC

INLAND REAL ESTATE CORP
IRC

Delisted

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

163 hedge funds and large institutions have $811M invested in INLAND REAL ESTATE CORP in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

10% more capital invested

Capital invested by funds: $740M → $811M (+$70.9M)

1% more funds holding

Funds holding: 162163 (+1)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

Holders
163
Holders Change
+1
Holders Change %
+0.62%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
19
Increased
57
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$144M +$1.68M +158,333 +1%
DLG
2
Daniel L. Goodwin
$131M +$259K +24,395 +0.2%
BFA
3
BlackRock Fund Advisors
California
$52.1M +$3.45M +325,495 +7%
BIT
4
BlackRock Institutional Trust
California
$41.2M +$774K +72,971 +2%
WHG
5
Westwood Holdings Group
Texas
$37.4M -$157K -14,855 -0.4%
N
6
Nuveen
North Carolina
$24.3M +$9.61M +906,842 +69%
ClearBridge Investments
7
ClearBridge Investments
New York
$21.2M -$209K -19,750 -1%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$19.6M +$4.02M +379,004 +27%
State Street
9
State Street
Massachusetts
$19.4M -$167K -15,748 -0.9%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$15M +$2.32M +219,200 +19%
KCM
11
Kennedy Capital Management
Missouri
$14.5M -$92.3K -8,708 -0.7%
ACI
12
AMP Capital Investors
Australia
$14.4M -$81.3K -7,667 -0.6%
Northern Trust
13
Northern Trust
Illinois
$14.2M -$701K -66,111 -5%
Deutsche Bank
14
Deutsche Bank
Germany
$12.8M -$783K -73,881 -6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$12.4M -$1.62M -152,961 -12%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$12.2M +$248K +23,395 +2%
LSV Asset Management
17
LSV Asset Management
Illinois
$10.9M -$7.07M -667,030 -40%
Renaissance Technologies
18
Renaissance Technologies
New York
$10.6M +$5.11M +482,400 +100%
Norges Bank
19
Norges Bank
Norway
$9.72M
Millennium Management
20
Millennium Management
New York
$9.33M -$6.02M -567,409 -40%
AQR Capital Management
21
AQR Capital Management
Connecticut
$8.07M +$112K +10,567 +1%
BG
22
BlackRock Group
United Kingdom
$7.11M -$250K -23,591 -4%
SFM
23
Systematic Financial Management
New Jersey
$6.82M -$192K -18,140 -3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$6.46M +$73.1K +6,892 +1%
Principal Financial Group
25
Principal Financial Group
Iowa
$5.98M -$636 -60 -0%

IRC Hedge Fund Activity: Q4 2014 in Review

163 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in INLAND REAL ESTATE CORP (IRC) for Q4 2014, worth a combined $811M — up 9.6% from $740M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IRC positions and 15 closed out — a net gain of 4 holders — while 57 added to existing stakes and 59 trimmed.

The largest buyer was Nuveen, adding an estimated $9.61M. The largest seller was Goldman Sachs, cutting an estimated $31.5M.

  • 163 institutional investors held INLAND REAL ESTATE CORP (IRC) as of Q4 2014, up from 162 in Q3 2014.
  • Funds reported $811M of INLAND REAL ESTATE CORP stock for Q4 2014, up 9.6% quarter-over-quarter.
  • 19 funds opened new INLAND REAL ESTATE CORP positions in Q4 2014 and 15 closed out, a net change of +4 holders.
  • The largest INLAND REAL ESTATE CORP buyer in Q4 2014 was Nuveen, an estimated $9.61M added.
  • The largest INLAND REAL ESTATE CORP seller in Q4 2014 was Goldman Sachs, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2014.