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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
First Manhattan
326
First Manhattan
New York
$596 – – –
S
327
Sachetta
Massachusetts
$573 +$512 +37 New
GI
328
GAMMA Investing
California
$544 +$512 +37 New
SWM
329
Spire Wealth Management
Virginia
$513 +$457 +33 New
AssetMark Inc
330
AssetMark Inc
California
$459 +$416 +30 New
CFGS
331
Concourse Financial Group Securities
Alabama
$293 – – –
Toronto Dominion Bank
332
Toronto Dominion Bank
Ontario, Canada
$107 – – –
FGA
333
Fortis Group Advisors
New Jersey
$62 +$28 +2 +100%
WMSA
334
Weiss Multi-Strategy Advisers
New York
– -$11M -781,861 Closed
TIM
335
Thornburg Investment Management
New Mexico
– -$6.93M -492,494 Closed
ACM
336
AEW Capital Management
Massachusetts
– -$4.67M -331,588 Closed
OCBCO
337
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$2.61M -185,399 Closed
MAP
338
Moody Aldrich Partners
Massachusetts
– -$2.27M -161,124 Closed
TC
339
TwinBeech Capital
New York
– -$1.97M -139,689 Closed
FFN
340
Focus Financial Network
Minnesota
– -$1.3M -91,130 Closed
NICM
341
Neo Ivy Capital Management
New York
– -$950K -67,528 Closed
MYAM
342
Meiji Yasuda Asset Management
Japan
– -$885K -62,865 Closed
ARC
343
Advisor Resource Council
Texas
– -$861K -61,172 Closed
SLWA
344
San Luis Wealth Advisors
California
– -$677K -48,094 Closed
Walleye Trading
345
Walleye Trading
New York
– -$630K -44,798 Closed
Allianz Asset Management
346
Allianz Asset Management
Germany
– -$574K -40,800 Closed
DFCM
347
Dark Forest Capital Management
Puerto Rico
– -$515K -36,630 Closed
CSS
348
Cubist Systematic Strategies
Connecticut
– -$410K -29,137 Closed
AIM
349
Aigen Investment Management
New York
– -$398K -28,260 Closed
MM
350
MQS Management
New York
– -$389K -27,652 Closed
12 13
14
15 16

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.