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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
PS
301
Principal Securities
Iowa
$20.4K +$1.02K +67 +6%
CA
302
CoreCap Advisors
Michigan
$20.3K +$19.3K +1,260 New
CFFP
303
Center for Financial Planning
Michigan
$18.3K
PTC
304
Private Trust Company
Ohio
$18K
EWA
305
EverSource Wealth Advisors
Alabama
$17.5K +$657 +43 +4%
BCMLT
306
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4K +$245 +16 +2%
HNB
307
Huntington National Bank
Ohio
$15.2K +$5.82K +381 +68%
GRP
308
Global Retirement Partners
California
$12.9K
FFA
309
Farther Finance Advisors
California
$12.8K -$520 -34 -4%
LFG
310
Larson Financial Group
Missouri
$8.13K
RG
311
Retirement Group
California
$8.05K +$7.63K +499 New
HFS
312
Horizon Financial Services
North Carolina
$7.65K +$7.25K +474 New
C
313
Covestor
United Kingdom
$7K -$74.8K -4,894 -92%
PFC
314
Phocas Financial Corp
California
$6.72K -$441K -28,869 -6%
GI
315
GAMMA Investing
California
$5.39K +$4.54K +297 +803%
Bessemer Group
316
Bessemer Group
New Jersey
$5K
QL
317
Quarry LP
New York
$3.34K +$3.16K +207 New
SAM
318
Smartleaf Asset Management
Massachusetts
$3.06K +$2.71K +177 +1,264%
LFA
319
LGT Financial Advisors
Texas
$2.26K
VNA
320
Valley National Advisers
Pennsylvania
$2K +$153 +10 +7%
PWMG
321
Private Wealth Management Group
New Jersey
$1.89K
FMII
322
Farmers & Merchants Investments Inc
Nebraska
$1.58K
AF
323
Advisornet Financial
Minnesota
$1.55K +$703 +46 +92%
BIA
324
Bell Investment Advisors
California
$1.44K
AWM
325
Avior Wealth Management
Nebraska
$709 +$673 +44 New

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.