We are live on ! Find out more
IRT icon

Independence Realty Trust

362 hedge funds and large institutions have $3.24B invested in Independence Realty Trust in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 128 increasing their positions, 120 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.9% more ownership

Funds ownership: 83.04%86.94% (+3.9%)

7% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 120

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $3.09B → $3.24B (+$148M)

1% more call options, than puts

Call options by funds: $387K | Put options by funds: $384K

1% less funds holding

Funds holding: 364362 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
5.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
128
Reduced
120
Closed
47
Calls
$387K
Puts
$384K
Net Calls
+$3K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
251
Resurgent Financial Advisors
Georgia
$267K +$268K +15,851 New
WVP
252
Worth Venture Partners
New Jersey
$267K -$99.9K -5,904 -27%
Baird Financial Group
253
Baird Financial Group
Wisconsin
$266K +$87.3K +5,160 +48%
VCM
254
Vivaldi Capital Management
Illinois
$266K
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$262K -$46.1K -2,725 -15%
CIA
256
Capital Investment Advisors
Georgia
$248K -$15.1K -891 -6%
SSG
257
Summit Securities Group
New York
$244K +$245K +14,483 New
ACM
258
Advisors Capital Management
New Jersey
$242K -$85 -5 -0%
IWC
259
Integrated Wealth Concepts
Massachusetts
$240K -$20.7K -1,221 -8%
II
260
Inspire Investing
Idaho
$237K +$26.8K +1,583 +13%
Walleye Trading
261
Walleye Trading
New York
$234K +$235K +13,866 New
PA
262
Profund Advisors
Maryland
$232K +$20K +1,181 +9%
CPC
263
Consolidated Planning Corp
Georgia
$232K
BWP
264
Baldwin Wealth Partners
Massachusetts
$231K
AAS
265
Annex Advisory Services
Wisconsin
$230K -$8.32K -492 -3%
State Board of Administration of Florida Retirement System
266
State Board of Administration of Florida Retirement System
Florida
$227K +$227K +13,442 New
RJA
267
Raymond James & Associates
Florida
$226K -$22.6K -1,336 -9%
AWS
268
Atria Wealth Solutions
New York
$219K -$397K -23,479 -64%
GAA
269
Global Assets Advisory
Florida
$218K -$2.93K -173 -1%
WANY
270
Wealthspire Advisors (New York)
New York
$215K -$35.4K -2,095 -14%
CPA
271
Cardiff Park Advisors
California
$213K
AssetMark Inc
272
AssetMark Inc
California
$213K -$230K -13,571 -52%
CAC
273
Certified Advisory Corp
Florida
$210K +$254 +15 +0.1%
Fidelity Investments
274
Fidelity Investments
Massachusetts
$208K +$34.9K +2,062 +20%
SCM
275
Shelton Capital Management
Colorado
$197K

IRT Hedge Fund Activity: Q4 2022 in Review

362 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2022, worth a combined $3.24B — up 4.8% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IRT positions and 47 closed out — a net gain of 3 holders — while 128 added to existing stakes and 120 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $77.4M. The largest seller was Long Pond Capital, cutting an estimated $84.6M.

  • 362 institutional investors held Independence Realty Trust (IRT) as of Q4 2022, down from 364 in Q3 2022.
  • Funds reported $3.24B of Independence Realty Trust stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 50 funds opened new Independence Realty Trust positions in Q4 2022 and 47 closed out, a net change of +3 holders.
  • The largest Independence Realty Trust buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $77.4M added.
  • The largest Independence Realty Trust seller in Q4 2022 was Long Pond Capital, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2022.