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Independence Realty Trust
IRT

334 hedge funds and large institutions have $3.17B invested in Independence Realty Trust in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 125 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $6.24M | Put options by funds: $1.05M

18% more capital invested

Capital invested by funds: $2.69B → $3.17B (+$485M)

7.27% more ownership

Funds ownership: 84.98% → 92.25% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 125

7% less funds holding

Funds holding: 359 → 334 (-25)

38% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 58

Holders
334
Holders Change
-25
Holders Change %
-6.96%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
117
Reduced
125
Closed
58
Calls
$6.24M
Puts
$1.05M
Net Calls
+$5.18M
Net Calls Change
+$5.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$223M
2
UBS Group
UBS Group
Switzerland
+$41.9M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$26.6M
4
WCP
Waterfront Capital Partners
New York
+$24.8M
5
CIM
Centersquare Investment Management
Pennsylvania
+$19M

Top Sellers

1
LPC
Long Pond Capital
New York
-$76.6M
2
Prudential Financial
Prudential Financial
New Jersey
-$26.2M
3
N
Nuveen
North Carolina
-$25.3M
4
Goldman Sachs
Goldman Sachs
New York
-$16M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
301
Center for Financial Planning
Michigan
$17.4K – – –
PTC
302
Private Trust Company
Ohio
$17.1K – – –
EWA
303
EverSource Wealth Advisors
Alabama
$16.3K +$5.18K +374 +54%
PA
304
Parallel Advisors
California
$16.3K -$5.51K -398 -27%
FWM
305
Focused Wealth Management
New York
$15.6K – – –
BCMLT
306
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.1K -$3.02K -218 -18%
FFA
307
Farther Finance Advisors
California
$13.1K -$18.3K -1,323 -61%
GRP
308
Global Retirement Partners
California
$12.1K -$346 -25 -3%
HNB
309
Huntington National Bank
Ohio
$8.63K -$3.02K -218 -28%
DI
310
DAGCO Inc
Ohio
$8.02K +$7.26K +524 New
DWS
311
Dynamic Wealth Strategies
California
$8.02K +$7.26K +524 New
EWP
312
Elevation Wealth Partners
California
$7.95K +$7.83K +565 New
LFG
313
Larson Financial Group
Missouri
$7.71K – – –
CAL
314
Capital Advisors Ltd
Ohio
$7K -$3.59K -259 -38%
Allspring Global Investments
315
Allspring Global Investments
North Carolina
$6.75K -$105K -7,590 -95%
Bessemer Group
316
Bessemer Group
New Jersey
$5K +$4.24K +306 New
GWS
317
Glassman Wealth Services
Virginia
$3.12K -$166 -12 -6%
LFA
318
LGT Financial Advisors
Texas
$2.14K – – –
VNA
319
Valley National Advisers
Pennsylvania
$2K +$2.01K +145 New
PWMG
320
Private Wealth Management Group
New Jersey
$1.79K +$1.62K +117 New
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$1.5K – – –
BIA
322
Bell Investment Advisors
California
$1.36K -$651 -47 -35%
Loomis, Sayles & Company
323
Loomis, Sayles & Company
Massachusetts
$1K -$9.46K -683 -91%
AF
324
Advisornet Financial
Minnesota
$765 +$693 +50 New
VCM
325
Versant Capital Management
Arizona
$658 – – –
11 12
13
14 15

IRT Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2023, worth a combined $3.17B — up 18% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of IRT and 36 opened new positions — a net loss of 22 holders — while 125 trimmed existing stakes and 117 added.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was Long Pond Capital, cutting an estimated $76.6M.

  • 334 institutional investors held Independence Realty Trust (IRT) as of Q4 2023, down from 359 in Q3 2023.
  • Funds reported $3.17B of Independence Realty Trust stock for Q4 2023, up 18% quarter-over-quarter.
  • 36 funds opened new Independence Realty Trust positions in Q4 2023 and 58 closed out, a net change of -22 holders.
  • The largest Independence Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $223M added.
  • The largest Independence Realty Trust seller in Q4 2023 was Long Pond Capital, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2023.