We are live on ! Find out more
IRT icon

Independence Realty Trust

334 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, 117 increasing their positions, 125 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $6.24M | Put options by funds: $1.05M

18% more capital invested

Capital invested by funds: $2.69B → $3.17B (+$485M)

7.27% more ownership

Funds ownership: 84.98%92.25% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 125

7% less funds holding

Funds holding: 359334 (-25)

38% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 58

Holders
334
Holders Change
-25
Holders Change %
-6.96%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
117
Reduced
125
Closed
58
Calls
$6.24M
Puts
$1.05M
Net Calls
+$5.18M
Net Calls Change
+$5.5M
Name Holding Trade Value Shares
Change
Change in
Stake
B
226
Bailard
California
$279K +$15.4K +1,115 +7%
PAMG
227
Patton Albertson Miller Group
Tennessee
$278K
Kovitz Investment Group Partners
228
Kovitz Investment Group Partners
Illinois
$275K
Truist Financial
229
Truist Financial
North Carolina
$274K
KWA
230
Kingswood Wealth Advisors
California
$263K +$238K +17,196 New
USAA
231
United Services Automobile Association
Texas
$262K
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$262K -$37.7K -2,720 -14%
SB
233
Strategic Blueprint
Georgia
$257K -$40.5K -2,921 -15%
BFG
234
Bleakley Financial Group
New Jersey
$255K -$2.09K -151 -0.9%
SS
235
Simplicity Solutions
Minnesota
$255K -$2.09K -151 -0.9%
HPA
236
High Probability Advisors
New York
$255K
CIS
237
Custom Index Systems
New York
$251K +$227K +16,406 New
CGH
238
Crossmark Global Holdings
Texas
$249K
IWC
239
Integrated Wealth Concepts
Massachusetts
$248K +$429 +31 +0.2%
RGF
240
Retirement Guys Formula
Ohio
$241K +$873 +63 +0.4%
TA
241
TFB Advisors
Kansas
$237K -$103K -7,423 -32%
GC
242
Guggenheim Capital
Illinois
$234K +$212K +15,280 New
VCM
243
Vivaldi Capital Management
Illinois
$234K +$1.68K +121 +0.7%
MGP
244
Metis Global Partners
California
$227K +$23.4K +1,688 +13%
Mackenzie Financial
245
Mackenzie Financial
Ontario, Canada
$222K -$59.5K -4,298 -23%
Baird Financial Group
246
Baird Financial Group
Wisconsin
$221K -$26.9K -1,941 -12%
FIA
247
Foundations Investment Advisors
Arizona
$215K -$13.7K -986 -6%
Wealth Enhancement Advisory Services
248
Wealth Enhancement Advisory Services
Minnesota
$213K +$34.3K +2,474 +22%
TCM
249
Triumph Capital Management
Colorado
$208K
KP
250
Keel Point
Alabama
$205K +$1.14K +82 +0.6%

IRT Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2023, worth a combined $3.17B — up 18% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of IRT and 36 opened new positions — a net loss of 22 holders — while 125 trimmed existing stakes and 117 added.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was Long Pond Capital, cutting an estimated $76.6M.

  • 334 institutional investors held Independence Realty Trust (IRT) as of Q4 2023, down from 359 in Q3 2023.
  • Funds reported $3.17B of Independence Realty Trust stock for Q4 2023, up 18% quarter-over-quarter.
  • 36 funds opened new Independence Realty Trust positions in Q4 2023 and 58 closed out, a net change of -22 holders.
  • The largest Independence Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $223M added.
  • The largest Independence Realty Trust seller in Q4 2023 was Long Pond Capital, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2023.