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Independence Realty Trust

333 hedge funds and large institutions have $3.2B invested in Independence Realty Trust in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1% more capital invested

Capital invested by funds: $3.17B → $3.2B (+$29.7M)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

0% less funds holding

Funds holding: 334333 (-1)

2% less call options, than puts

Call options by funds: $948K | Put options by funds: $966K

3.89% less ownership

Funds ownership: 92.25%88.36% (-3.9%)

16% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 130

Holders
333
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
109
Reduced
130
Closed
38
Calls
$948K
Puts
$966K
Net Calls
-$18K
Net Calls Change
-$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
276
Creative Financial Designs
Indiana
$75.7K -$68.7K -4,496 -49%
AAG
277
Armstrong Advisory Group
Massachusetts
$73.7K
KFS
278
Kelly Financial Services
Massachusetts
$73.5K
AF
279
Allworth Financial
California
$68.3K
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$64.4K +$62.9K +4,113 New
SIS
281
Sound Income Strategies
Florida
$58.1K -$19.1K -1,247 -26%
CT
282
Caldwell Trust
Florida
$55.7K
US Bancorp
283
US Bancorp
Minnesota
$53.2K +$11.2K +733 +29%
AAM
284
Advisors Asset Management
Colorado
$45.7K +$25.7K +1,684 +147%
SOW
285
State of Wyoming
Wyoming
$43.5K -$138 -9 -0.3%
ADL
286
Asset Dedication LLC
California
$43K
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$42K +$168 +11 +0.4%
NRG
288
Nemes Rush Group
Michigan
$41K
Lazard Asset Management
289
Lazard Asset Management
New York
$40K +$38.2K +2,498 New
WWP
290
WR Wealth Planners
Missouri
$39.2K +$37.1K +2,430 New
PFA
291
Pathway Financial Advisers
Indiana
$31.2K -$9.26K -606 -24%
HPC
292
HM Payson & Co
Maine
$29.2K
IA
293
IFP Advisors
Florida
$28.2K -$20.8K -1,360 -44%
PA
294
Parallel Advisors
California
$25.1K +$7.5K +491 +46%
GI
295
Gradient Investments
Minnesota
$24.3K
Allspring Global Investments
296
Allspring Global Investments
North Carolina
$23.7K +$15.8K +1,031 +234%
ME
297
McIlrath & Eck
Washington
$23.2K
MPWT
298
MassMutual Private Wealth & Trust
Connecticut
$22.5K +$1.21K +79 +6%
EC
299
EntryPoint Capital
New York
$21.9K +$20.7K +1,357 New
MFG
300
Mendota Financial Group
Wisconsin
$21.1K

IRT Hedge Fund Activity: Q1 2024 in Review

333 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2024, worth a combined $3.2B — up 0.94% from $3.17B a quarter earlier.

Fund positioning in IRT was balanced in Q1 2024: 38 funds opened new positions, 38 closed out, 109 added to existing stakes and 130 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $107M. The largest seller was Morgan Stanley, cutting an estimated $241M.

  • 333 institutional investors held Independence Realty Trust (IRT) as of Q1 2024, down from 334 in Q4 2023.
  • Funds reported $3.2B of Independence Realty Trust stock for Q1 2024, up 0.94% quarter-over-quarter.
  • 38 funds opened new Independence Realty Trust positions in Q1 2024 and 38 closed out, a net change of 0 holders.
  • The largest Independence Realty Trust buyer in Q1 2024 was Long Pond Capital, an estimated $107M added.
  • The largest Independence Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2024.