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Independence Realty Trust
IRT

355 hedge funds and large institutions have $3.55B invested in Independence Realty Trust in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $497K

14% more capital invested

Capital invested by funds: $3.12B → $3.55B (+$429M)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

1% more funds holding

Funds holding: 352 → 355 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more ownership

Funds ownership: 86.73% → 86.73% (+0%)

3% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 133

Holders
355
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
38
Increased
129
Reduced
133
Closed
34
Calls
$1.2M
Puts
$497K
Net Calls
+$698K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$53M
2
Goldman Sachs
Goldman Sachs
New York
+$18.7M
3
Millennium Management
Millennium Management
New York
+$17.7M
4
WMSA
Weiss Multi-Strategy Advisers
New York
+$11.4M
5
N
Nuveen
North Carolina
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$26.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$25.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$18.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$17.6M
5
RGREA
Ranger Global Real Estate Advisors
Colorado
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
276
Lazari Capital Management
California
$212K +$198K +11,610 New
TRCT
277
Tower Research Capital (TRC)
New York
$205K +$89.9K +5,266 +88%
GAM
278
Gotham Asset Management
New York
$205K +$5.38K +315 +3%
PA
279
Profund Advisors
Maryland
$205K -$19.5K -1,139 -9%
USAA
280
United Services Automobile Association
Texas
$202K -$49.4K -2,894 -21%
SCM
281
Shelton Capital Management
Colorado
$201K -$11.3K -661 -6%
CAC
282
Certified Advisory Corp
Florida
$201K -$24.5K -1,432 -12%
S
283
SignatureFD
Georgia
$199K +$94.7K +5,543 +103%
CFD
284
Creative Financial Designs
Indiana
$198K – – –
PRWA
285
Platte River Wealth Advisors
Colorado
$196K – – –
PMA
286
Prudent Man Advisors
Illinois
$195K +$183K +10,717 New
WA
287
Waverly Advisors
Alabama
$194K – – –
AIM
288
Aurora Investment Managers
Florida
$193K +$181K +10,582 New
AWS
289
Atria Wealth Solutions
New York
$192K -$13.5K -792 -7%
NB
290
Norinchukin Bank
Japan
$191K -$2.63K -154 -1%
FF
291
Fluent Financial
Texas
$191K +$179K +10,488 New
SPC
292
Sigma Planning Corp
Michigan
$189K -$1.64K -96 -0.9%
Corient Private Wealth
293
Corient Private Wealth
Florida
$189K +$177K +10,362 New
HWM
294
HB Wealth Management
Georgia
$186K +$3.48K +204 +2%
AR
295
Apeiron RIA
Texas
$184K – – –
Stifel Financial
296
Stifel Financial
Missouri
$184K +$1.18K +69 +0.7%
MAM
297
Mastrapasqua Asset Management
Tennessee
$183K +$393 +23 +0.2%
WW
298
Westshore Wealth
California
$182K – – –
QCG
299
Quadrant Capital Group
Ohio
$180K +$33K +1,934 +24%
CT
300
Clearstead Trust
Maine
$180K – – –
10 11
12
13 14

IRT Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2023, worth a combined $3.55B — up 14% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IRT positions and 34 closed out — a net gain of 4 holders — while 129 added to existing stakes and 133 trimmed.

The largest buyer was BlackRock, adding an estimated $53M. The largest seller was AllianceBernstein, cutting an estimated $26.5M.

  • 355 institutional investors held Independence Realty Trust (IRT) as of Q2 2023, up from 352 in Q1 2023.
  • Funds reported $3.55B of Independence Realty Trust stock for Q2 2023, up 14% quarter-over-quarter.
  • 38 funds opened new Independence Realty Trust positions in Q2 2023 and 34 closed out, a net change of +4 holders.
  • The largest Independence Realty Trust buyer in Q2 2023 was BlackRock, an estimated $53M added.
  • The largest Independence Realty Trust seller in Q2 2023 was AllianceBernstein, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2023.