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Independence Realty Trust

359 hedge funds and large institutions have $2.69B invested in Independence Realty Trust in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 138 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 35

1% more funds holding

Funds holding: 355359 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.76% less ownership

Funds ownership: 86.73%84.98% (-1.8%)

22% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 138

24% less capital invested

Capital invested by funds: $3.55B → $2.69B (-$860M)

25% less call options, than puts

Call options by funds: $981K | Put options by funds: $1.3M

Holders
359
Holders Change
+4
Holders Change %
+1.13%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
42
Increased
108
Reduced
138
Closed
35
Calls
$981K
Puts
$1.3M
Net Calls
-$321K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
326
Farther Finance Advisors
California
$30.6K +$10.3K +623 +40%
PB
327
Pinnacle Bancorp
Nebraska
$28.3K
Lazard Asset Management
328
Lazard Asset Management
New York
$26K
BCMLT
329
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.2K
GI
330
Gradient Investments
Minnesota
$21.2K
PA
331
Parallel Advisors
California
$20.6K -$5.16K -313 -18%
ME
332
McIlrath & Eck
Washington
$20.2K -$2.05K -124 -8%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$19.8K +$3.79K +230 +19%
MFG
334
Mendota Financial Group
Wisconsin
$18.4K
Point72 Asset Management
335
Point72 Asset Management
Connecticut
$17.1K +$20K +1,213 New
CFFP
336
Center for Financial Planning
Michigan
$16K
PTC
337
Private Trust Company
Ohio
$15.7K +$18.5K +1,119 New
FWM
338
Focused Wealth Management
New York
$14.4K
GRP
339
Global Retirement Partners
California
$11.3K -$264 -16 -2%
HNB
340
Huntington National Bank
Ohio
$11K -$1.53K -93 -11%
Loomis, Sayles & Company
341
Loomis, Sayles & Company
Massachusetts
$11K +$11.3K +683 +1,067%
CAL
342
Capital Advisors Ltd
Ohio
$10K
EWA
343
EverSource Wealth Advisors
Alabama
$9.76K -$69K -4,185 -86%
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$8K -$115 -7 -1%
GWSG
345
GPS Wealth Strategies Group
Colorado
$7.5K +$66 +4 +0.8%
LFG
346
Larson Financial Group
Missouri
$7.09K
GWS
347
Glassman Wealth Services
Virginia
$3.04K -$709 -43 -17%
LFA
348
LGT Financial Advisors
Texas
$1.97K +$2.31K +140 New
BIA
349
Bell Investment Advisors
California
$1.91K -$330 -20 -13%
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$1.62K +$297 +18 +19%

IRT Hedge Fund Activity: Q3 2023 in Review

359 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2023, worth a combined $2.69B — down 24% from $3.55B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IRT positions and 35 closed out — a net gain of 7 holders — while 108 added to existing stakes and 138 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $79.4M. The largest seller was Waterfront Capital Partners, cutting an estimated $46M.

  • 359 institutional investors held Independence Realty Trust (IRT) as of Q3 2023, up from 355 in Q2 2023.
  • Funds reported $2.69B of Independence Realty Trust stock for Q3 2023, down 24% quarter-over-quarter.
  • 42 funds opened new Independence Realty Trust positions in Q3 2023 and 35 closed out, a net change of +7 holders.
  • The largest Independence Realty Trust buyer in Q3 2023 was Long Pond Capital, an estimated $79.4M added.
  • The largest Independence Realty Trust seller in Q3 2023 was Waterfront Capital Partners, an estimated $46M sold.

Based on aggregated 13F filings for Q3 2023.