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Independence Realty Trust
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Overview Fund Activity

348 hedge funds and large institutions have $3.12B invested in Independence Realty Trust in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 129 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
-10
Holders Change %
-2.79%
% 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
40
Increased
116
Reduced
129
Closed
44
Calls
$829K
Puts
$121K
Net Calls
+$708K
Net Calls Change
+$705K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$79.4M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$120M
3
RGREA
Ranger Global Real Estate Advisors
Colorado
$62M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$18.1M
5
Macquarie Group
Macquarie Group
Australia
$157M

Top Sellers

1
Citigroup
Citigroup
New York
$435K
2
AllianceBernstein
AllianceBernstein
Tennessee
$33.7M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
4
Citadel Advisors
Citadel Advisors
Florida
$179K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
301
Kelly Financial Services
Massachusetts
$73K – – –
HIA
302
Harbor Investment Advisory
Maryland
$62.4K – – –
CTC
303
Central Trust Company
Missouri
$62.1K – – –
Allspring Global Investments
304
Allspring Global Investments
North Carolina
$58.4K -$124K -7,715 -68%
CA
305
Centerpoint Advisors
Massachusetts
$58K – – –
SIS
306
Sound Income Strategies
Florida
$57.1K +$13.7K +852 +31%
PFA
307
Pathway Financial Advisers
Indiana
$56.5K -$8.29K -517 -13%
HFM
308
Harvest Fund Management
China
$56K -$30.7K -1,905 -35%
BTI
309
Blue Trust Inc
Georgia
$43K -$405 -24 -0.9%
ADL
310
Asset Dedication LLC
California
$42K – – –
BA
311
Bellwether Advisors
Nebraska
$42K +$385 +24 +0.9%
WWP
312
WR Wealth Planners
Missouri
$39K – – –
MFG
313
Mendota Financial Group
Wisconsin
$34.6K – – –
PB
314
Pinnacle Bancorp
Nebraska
$32.2K – – –
EWA
315
EverSource Wealth Advisors
Alabama
$31.4K -$1.43K -89 -4%
Lazard Asset Management
316
Lazard Asset Management
New York
$29K – – –
AWM
317
Avior Wealth Management
Nebraska
$26K -$244K -15,197 -90%
ME
318
McIlrath & Eck
Washington
$25.1K – – –
GI
319
Gradient Investments
Minnesota
$24.2K +$64 +4 +0.3%
TF
320
TimeScale Financial
Massachusetts
$21.1K +$21.1K +1,316 New
BCMLT
321
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.5K +$96 +6 +0.5%
CFFP
322
Center for Financial Planning
Michigan
$18.2K – – –
FWM
323
Focused Wealth Management
New York
$16.4K – – –
RG
324
Retirement Group
California
$15K – – –
Fifth Third Bancorp
325
Fifth Third Bancorp
Ohio
$14K +$4.42K +276 +46%
11 12
13
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