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Independence Realty Trust
IRT

387 hedge funds and large institutions have $3.65B invested in Independence Realty Trust in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 101 increasing their positions, 66 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,636% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 11

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

85% more funds holding

Funds holding: 209 → 387 (+178)

59% more capital invested

Capital invested by funds: $2.3B → $3.65B (+$1.35B)

53% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 66

32% more call options, than puts

Call options by funds: $1.77M | Put options by funds: $1.34M

27.41% more ownership

Funds ownership: 107.42% → 134.83% (+27%)

Holders
387
Holders Change
+178
Holders Change %
+85.17%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
191
Increased
101
Reduced
66
Closed
11
Calls
$1.77M
Puts
$1.34M
Net Calls
+$425K
Net Calls Change
-$220K

Top Buyers

Rank Fund Capital Flow
1
LPC
Long Pond Capital
New York
+$78.1M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$59.7M
3
Millennium Management
Millennium Management
New York
+$56.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$39.2M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$32.4M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$13.2M
2
Jennison Associates
Jennison Associates
New York
-$11.1M
3
Wells Fargo
Wells Fargo
California
-$10.6M
4
Macquarie Group
Macquarie Group
Australia
-$10.1M
5
Principal Financial Group
Principal Financial Group
Iowa
-$9.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
276
Integrated Advisors Network
Texas
$270K +$247K +10,445 New
RGF
277
Retirement Guys Formula
Ohio
$267K +$244K +10,326 New
WP
278
WealthPLAN Partners
Nebraska
$266K +$274K +11,567 New
WJA
279
Willis Johnson & Associates
Texas
$264K +$242K +10,226 New
NAM
280
Nissay Asset Management
Japan
$263K +$241K +10,176 New
CCM
281
Carderock Capital Management
Maryland
$262K +$240K +10,125 New
SWM
282
Stockman Wealth Management
Montana
$261K – – –
Schroder Investment Management Group
283
Schroder Investment Management Group
United Kingdom
$260K +$68.5K +2,894 +40%
SCM
284
Stevens Capital Management
Pennsylvania
$260K +$239K +10,074 New
Marshall Wace
285
Marshall Wace
United Kingdom
$258K +$235K +9,917 New
WW
286
Westshore Wealth
California
$258K +$237K +10,000 New
DIM
287
Delta Investment Management
California
$257K +$236K +9,955 New
PRWA
288
Platte River Wealth Advisors
Colorado
$257K +$254K +10,740 New
PA
289
Profund Advisors
Maryland
$250K -$25.3K -1,068 -10%
ZIM
290
Zacks Investment Management
Illinois
$247K +$226K +9,545 New
IAA
291
Independent Advisor Alliance
North Carolina
$247K +$226K +9,556 New
CA
292
Centerpoint Advisors
Massachusetts
$244K +$224K +9,450 New
WA
293
Wealth Alliance
New York
$239K +$219K +9,240 New
OPS
294
Orion Portfolio Solutions
Nebraska
$235K +$215K +9,097 New
AWM
295
Axxcess Wealth Management
California
$232K +$212K +8,966 New
PCM
296
Presidio Capital Management
California
$232K +$212K +8,966 New
CGH
297
Crossmark Global Holdings
Texas
$231K +$211K +8,930 New
SC
298
Savant Capital
Illinois
$227K +$208K +8,801 New
MIM
299
Moseley Investment Management
Florida
$225K +$206K +8,718 New
PAG
300
Private Advisor Group
New Jersey
$224K +$205K +8,659 New
10 11
12
13 14

IRT Hedge Fund Activity: Q4 2021 in Review

387 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2021, worth a combined $3.65B — up 59% from $2.3B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new IRT positions and 11 closed out — a net gain of 180 holders — while 101 added to existing stakes and 66 trimmed.

The largest buyer was Long Pond Capital, opening a new position worth an estimated $78.1M. The largest seller was AllianceBernstein, cutting an estimated $13.2M.

  • 387 institutional investors held Independence Realty Trust (IRT) as of Q4 2021, up from 209 in Q3 2021.
  • Funds reported $3.65B of Independence Realty Trust stock for Q4 2021, up 59% quarter-over-quarter.
  • 191 funds opened new Independence Realty Trust positions in Q4 2021 and 11 closed out, a net change of +180 holders.
  • The largest Independence Realty Trust buyer in Q4 2021 was Long Pond Capital, an estimated $78.1M added.
  • The largest Independence Realty Trust seller in Q4 2021 was AllianceBernstein, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2021.