We are live on ! Find out more
IRT icon

Independence Realty Trust

406 hedge funds and large institutions have $5.44B invested in Independence Realty Trust in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $184K | Put options by funds: $43K

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $4.59B → $5.44B (+$845M)

6.64% more ownership

Funds ownership: 95.53%102.16% (+6.6%)

4% more funds holding

Funds holding: 392406 (+14)

7% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 136

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
406
Holders Change
+14
Holders Change %
+3.57%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
145
Reduced
136
Closed
36
Calls
$184K
Puts
$43K
Net Calls
+$141K
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
276
M Holdings Securities
Oregon
$288K -$10.2K -500 -3%
FB
277
Fulton Bank
Pennsylvania
$288K +$296K +14,505 New
CAG
278
Csenge Advisory Group
Florida
$280K
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$275K -$21.9K -1,071 -7%
USAA
280
United Services Automobile Association
Texas
$275K -$19K -930 -6%
FGA
281
Fortis Group Advisors
New Jersey
$275K -$1.67M -81,956 -86%
FC
282
Farringdon Capital
United Kingdom
$270K +$278K +13,608 New
EP
283
Essential Planning
New Hampshire
$264K +$268K +13,110 New
DWA
284
Dorsey Wright & Associates
California
$255K -$1.14K -56 -0.4%
CAAS
285
Capital Asset Advisory Services
Michigan
$252K -$4.1K -201 -2%
AWM
286
Axxcess Wealth Management
California
$251K -$4.1K -201 -2%
Walleye Capital
287
Walleye Capital
New York
$251K +$258K +12,646 New
CPA
288
Cardiff Park Advisors
California
$251K
CT
289
Chicago Trust
Illinois
$248K
RGF
290
Retirement Guys Formula
Ohio
$248K
MWA
291
Medallion Wealth Advisors
Connecticut
$245K +$238K +11,636 New
HWM
292
HB Wealth Management
Georgia
$242K +$249K +12,220 New
AT
293
American Trust
Kentucky
$235K -$1.33K -65 -0.5%
CCM
294
Coldstream Capital Management
Washington
$231K -$7.13K -349 -3%
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$228K +$102 +5 +0%
LSIA
296
LaSalle St. Investment Advisors
Illinois
$223K +$230K +11,249 New
PI
297
PFG Investments
New York
$222K +$1.84K +90 +0.8%
PWM
298
Perigon Wealth Management
California
$222K +$238K +11,649 New
IAA
299
Ironsides Asset Advisors
North Carolina
$220K +$14.8K +725 +7%
MML Investors Services
300
MML Investors Services
Massachusetts
$218K -$20.5K -1,002 -8%

IRT Hedge Fund Activity: Q4 2024 in Review

406 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2024, worth a combined $5.44B — up 18% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IRT positions and 36 closed out — a net gain of 19 holders — while 145 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $41.6M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $32M sold.

  • 406 institutional investors held Independence Realty Trust (IRT) as of Q4 2024, up from 392 in Q3 2024.
  • Funds reported $5.44B of Independence Realty Trust stock for Q4 2024, up 18% quarter-over-quarter.
  • 55 funds opened new Independence Realty Trust positions in Q4 2024 and 36 closed out, a net change of +19 holders.
  • The largest Independence Realty Trust buyer in Q4 2024 was Wellington Management Group, an estimated $41.6M added.
  • The largest Independence Realty Trust seller in Q4 2024 was Waterfront Capital Partners, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2024.