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Independence Realty Trust

392 hedge funds and large institutions have $4.59B invested in Independence Realty Trust in 2024 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 131 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,998% more call options, than puts

Call options by funds: $986K | Put options by funds: $47K

222% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 23

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $3.9B → $4.59B (+$690M)

14% more funds holding

Funds holding: 343392 (+49)

2.88% more ownership

Funds ownership: 92.64%95.53% (+2.9%)

7% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 123

Holders
392
Holders Change
+49
Holders Change %
+14.29%
% of All Funds
5.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
74
Increased
131
Reduced
123
Closed
23
Calls
$986K
Puts
$47K
Net Calls
+$939K
Net Calls Change
+$470K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
251
Neuberger Berman Group
New York
$387K +$162K +8,238 +77%
Cerity Partners
252
Cerity Partners
New York
$387K +$372K +18,894 New
Envestnet Portfolio Solutions
253
Envestnet Portfolio Solutions
Illinois
$384K +$369K +18,750 New
ISWM
254
Independent Solutions Wealth Management
New York
$373K
Kovitz Investment Group Partners
255
Kovitz Investment Group Partners
Illinois
$369K
S
256
SignatureFD
Georgia
$367K +$5.08K +258 +1%
CPC
257
Cookson Peirce & Co
Pennsylvania
$361K +$347K +17,631 New
SAM
258
Securian Asset Management
Minnesota
$358K -$8.77K -445 -2%
KA
259
Kovack Advisors
Florida
$353K +$339K +17,222 New
HPA
260
High Probability Advisors
New York
$341K
IWC
261
Integrated Wealth Concepts
Massachusetts
$332K +$118 +6 +0%
VCM
262
Vivaldi Capital Management
Illinois
$331K
CGH
263
Crossmark Global Holdings
Texas
$322K +$1.66K +84 +0.5%
VCA
264
Verdence Capital Advisors
Maryland
$321K +$8.84K +449 +3%
TA
265
TFB Advisors
Kansas
$318K -$315 -16 -0.1%
Mackenzie Financial
266
Mackenzie Financial
Ontario, Canada
$315K +$17.4K +884 +6%
B
267
Bailard
California
$314K +$84.7K +4,300 +39%
PNC Financial Services Group
268
PNC Financial Services Group
Pennsylvania
$313K +$165K +8,367 +121%
MHS
269
M Holdings Securities
Oregon
$308K -$20.7K -1,050 -7%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$306K +$294K +14,950 New
USAA
271
United Services Automobile Association
Texas
$303K -$52.1K -2,647 -15%
Baird Financial Group
272
Baird Financial Group
Wisconsin
$299K -$37K -1,879 -11%
GC
273
Guggenheim Capital
Illinois
$291K +$9.73K +494 +4%
AAS
274
Avantax Advisory Services
Texas
$283K -$3.64K -185 -1%
KP
275
Keel Point
Alabama
$279K

IRT Hedge Fund Activity: Q3 2024 in Review

392 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2024, worth a combined $4.59B — up 18% from $3.9B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new IRT positions and 23 closed out — a net gain of 51 holders — while 131 added to existing stakes and 123 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $55.7M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $16.3M.

  • 392 institutional investors held Independence Realty Trust (IRT) as of Q3 2024, up from 343 in Q2 2024.
  • Funds reported $4.59B of Independence Realty Trust stock for Q3 2024, up 18% quarter-over-quarter.
  • 74 funds opened new Independence Realty Trust positions in Q3 2024 and 23 closed out, a net change of +51 holders.
  • The largest Independence Realty Trust buyer in Q3 2024 was Massachusetts Financial Services, an estimated $55.7M added.
  • The largest Independence Realty Trust seller in Q3 2024 was CBRE Investment Management Listed Real Assets, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2024.