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Independence Realty Trust
IRT

355 hedge funds and large institutions have $3.55B invested in Independence Realty Trust in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $497K

14% more capital invested

Capital invested by funds: $3.12B → $3.55B (+$429M)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

1% more funds holding

Funds holding: 352 → 355 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more ownership

Funds ownership: 86.73% → 86.73% (+0%)

3% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 133

Holders
355
Holders Change
+3
Holders Change %
+0.85%
% 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
38
Increased
129
Reduced
133
Closed
34
Calls
$1.2M
Puts
$497K
Net Calls
+$698K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$53M
2
Goldman Sachs
Goldman Sachs
New York
+$18.7M
3
Millennium Management
Millennium Management
New York
+$17.7M
4
WMSA
Weiss Multi-Strategy Advisers
New York
+$11.4M
5
N
Nuveen
North Carolina
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$26.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$25.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$18.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$17.6M
5
RGREA
Ranger Global Real Estate Advisors
Colorado
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
326
McIlrath & Eck
Washington
$28.5K – – –
FFA
327
Farther Finance Advisors
California
$28.3K +$16.2K +950 +158%
GI
328
Gradient Investments
Minnesota
$27.5K -$68 -4 -0.3%
TF
329
TimeScale Financial
Massachusetts
$24K – – –
MFG
330
Mendota Financial Group
Wisconsin
$23.9K – – –
BCMLT
331
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.2K +$102 +6 +0.5%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$21.5K +$5.26K +308 +35%
CFFP
333
Center for Financial Planning
Michigan
$20.7K – – –
FWM
334
Focused Wealth Management
New York
$18.6K – – –
HNB
335
Huntington National Bank
Ohio
$15.9K +$4.88K +286 +49%
GRP
336
Global Retirement Partners
California
$15.3K +$273 +16 +2%
CAL
337
Capital Advisors Ltd
Ohio
$12K +$11.7K +684 New
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$11K -$649 -38 -6%
GWSG
339
GPS Wealth Strategies Group
Colorado
$9.63K +$85 +5 +1%
LFG
340
Larson Financial Group
Missouri
$9.18K – – –
GWS
341
Glassman Wealth Services
Virginia
$4.72K +$734 +43 +20%
Bessemer Group
342
Bessemer Group
New Jersey
$3K +$3.09K +181 New
BIA
343
Bell Investment Advisors
California
$2.84K +$1.13K +66 +73%
SWM
344
Spire Wealth Management
Virginia
$2.53K -$2.39K -140 -50%
MCM
345
Manchester Capital Management
Vermont
$1.86K +$1.74K +102 New
FMII
346
Farmers & Merchants Investments Inc
Nebraska
$1.79K – – –
MPWT
347
MassMutual Private Wealth & Trust
Connecticut
$1.77K +$1.18K +69 +246%
RFG
348
RFP Financial Group
Georgia
$1.06K – – –
Loomis, Sayles & Company
349
Loomis, Sayles & Company
Massachusetts
$1K – – –
VCM
350
Versant Capital Management
Arizona
$783 – – –
12 13
14
15 16

IRT Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2023, worth a combined $3.55B — up 14% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IRT positions and 34 closed out — a net gain of 4 holders — while 129 added to existing stakes and 133 trimmed.

The largest buyer was BlackRock, adding an estimated $53M. The largest seller was AllianceBernstein, cutting an estimated $26.5M.

  • 355 institutional investors held Independence Realty Trust (IRT) as of Q2 2023, up from 352 in Q1 2023.
  • Funds reported $3.55B of Independence Realty Trust stock for Q2 2023, up 14% quarter-over-quarter.
  • 38 funds opened new Independence Realty Trust positions in Q2 2023 and 34 closed out, a net change of +4 holders.
  • The largest Independence Realty Trust buyer in Q2 2023 was BlackRock, an estimated $53M added.
  • The largest Independence Realty Trust seller in Q2 2023 was AllianceBernstein, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2023.