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Independence Realty Trust
IRT

Overview Fund Activity

330 hedge funds and large institutions have $3.17B invested in Independence Realty Trust in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 125 reducing their positions, and 58 closing their positions.

Holders
330
Holders Change
-25
Holders Change %
-7.04%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
114
Reduced
125
Closed
58
Calls
$6.24M
Puts
$1.05M
Net Calls
+$5.18M
Net Calls Change
+$5.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$265M
2
UBS Group
2
UBS Group
Switzerland
$47.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$160M
4
WCP
4
Waterfront Capital Partners
New York
$30.4M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$33.7M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$52.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$1.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$18.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$11.2M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
226
Truist Financial
North Carolina
$274K 17,924 – –
KWA
227
Kingswood Wealth Advisors
California
$263K 17,196 +17,196 New
USAA
228
United Services Automobile Association
Texas
$262K 17,127 – –
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$262K 17,099 -2,720 -14%
SB
230
Strategic Blueprint
Georgia
$257K 16,813 -2,921 -15%
BFG
231
Bleakley Financial Group
New Jersey
$255K 16,691 -151 -0.9%
SS
232
Simplicity Solutions
Minnesota
$255K 16,691 -151 -0.9%
HPA
233
High Probability Advisors
New York
$255K 16,645 – –
CIS
234
Custom Index Systems
New York
$251K 16,406 +16,406 New
CGH
235
Crossmark Global Holdings
Texas
$249K 16,248 – –
IWC
236
Integrated Wealth Concepts
Massachusetts
$248K 16,218 +31 +0.2%
RGF
237
Retirement Guys Formula
Ohio
$241K 14,751 +63 +0.4%
TA
238
TFB Advisors
Kansas
$237K 15,462 -7,423 -32%
GC
239
Guggenheim Capital
Illinois
$234K 15,280 +15,280 New
VCM
240
Vivaldi Capital Management
Illinois
$234K 16,281 +121 +0.7%
MGP
241
Metis Global Partners
California
$227K 14,849 +1,688 +13%
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
$222K 14,508 -4,298 -23%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$221K 14,422 -1,941 -12%
FIA
244
Foundations Investment Advisors
Arizona
$215K 14,375 -986 -6%
Wealth Enhancement Advisory Services
245
Wealth Enhancement Advisory Services
Minnesota
$213K 13,931 +2,474 +22%
TCM
246
Triumph Capital Management
Colorado
$208K 13,574 – –
KP
247
Keel Point
Alabama
$205K 13,377 +82 +0.6%
CPC
248
Consolidated Planning Corp
Georgia
$195K 12,715 – –
CPA
249
Cardiff Park Advisors
California
$193K 12,639 – –
S
250
SignatureFD
Georgia
$183K 11,947 +5,392 +82%
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