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Independence Realty Trust

362 hedge funds and large institutions have $3.24B invested in Independence Realty Trust in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 128 increasing their positions, 120 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.9% more ownership

Funds ownership: 83.04%86.94% (+3.9%)

7% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 120

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $3.09B → $3.24B (+$148M)

1% more call options, than puts

Call options by funds: $387K | Put options by funds: $384K

1% less funds holding

Funds holding: 364362 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
5.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
128
Reduced
120
Closed
47
Calls
$387K
Puts
$384K
Net Calls
+$3K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
301
Armstrong Advisory Group
Massachusetts
$85.9K +$86.2K +5,096 New
KFS
302
Kelly Financial Services
Massachusetts
$76.8K
PFA
303
Pathway Financial Advisers
Indiana
$68.1K +$68.3K +4,040 New
HIA
304
Harbor Investment Advisory
Maryland
$65.7K +$37.6K +2,220 +133%
CTC
305
Central Trust Company
Missouri
$65.3K
CA
306
Centerpoint Advisors
Massachusetts
$61K
CT
307
Caldwell Trust
Florida
$58.2K
US Bancorp
308
US Bancorp
Minnesota
$57.9K +$38.8K +2,291 +200%
IFAM
309
Institutional & Family Asset Management
Colorado
$49.9K
Dimensional Fund Advisors
310
Dimensional Fund Advisors
Texas
$47.8K +$5.01M +296,260 +12%
SIS
311
Sound Income Strategies
Florida
$45.7K
ADL
312
Asset Dedication LLC
California
$44K
BA
313
Bellwether Advisors
Nebraska
$43.7K
BTI
314
Blue Trust Inc
Georgia
$43K +$474 +28 +1%
WWP
315
WR Wealth Planners
Missouri
$41K +$41.1K +2,430 New
EWA
316
EverSource Wealth Advisors
Alabama
$34.5K +$30.3K +1,792 +700%
PB
317
Pinnacle Bancorp
Nebraska
$34K
Lazard Asset Management
318
Lazard Asset Management
New York
$31K +$31.3K +1,848 New
ME
319
McIlrath & Eck
Washington
$26.4K
GI
320
Gradient Investments
Minnesota
$25.4K
NA
321
NewEdge Advisors
Louisiana
$25.4K +$25.5K +1,508 New
Group One Trading
322
Group One Trading
Illinois
$25.2K -$38.9K -2,297 -61%
MFG
323
Mendota Financial Group
Wisconsin
$22.1K +$22.1K +1,309 New
APC
324
Aspire Private Capital
North Carolina
$21.1K
BCMLT
325
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.4K +$9.03K +534 +79%

IRT Hedge Fund Activity: Q4 2022 in Review

362 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2022, worth a combined $3.24B — up 4.8% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IRT positions and 47 closed out — a net gain of 3 holders — while 128 added to existing stakes and 120 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $77.4M. The largest seller was Long Pond Capital, cutting an estimated $84.6M.

  • 362 institutional investors held Independence Realty Trust (IRT) as of Q4 2022, down from 364 in Q3 2022.
  • Funds reported $3.24B of Independence Realty Trust stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 50 funds opened new Independence Realty Trust positions in Q4 2022 and 47 closed out, a net change of +3 holders.
  • The largest Independence Realty Trust buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $77.4M added.
  • The largest Independence Realty Trust seller in Q4 2022 was Long Pond Capital, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2022.