We are live on ! Find out more
IRT icon

Independence Realty Trust

406 hedge funds and large institutions have $5.44B invested in Independence Realty Trust in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $184K | Put options by funds: $43K

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $4.59B → $5.44B (+$845M)

6.64% more ownership

Funds ownership: 95.53%102.16% (+6.6%)

4% more funds holding

Funds holding: 392406 (+14)

7% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 136

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
406
Holders Change
+14
Holders Change %
+3.57%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
145
Reduced
136
Closed
36
Calls
$184K
Puts
$43K
Net Calls
+$141K
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
326
HM Payson & Co
Maine
$78.9K +$44.3K +2,168 +120%
CFD
327
Creative Financial Designs
Indiana
$74.2K
VWM
328
Venturi Wealth Management
Texas
$70.4K +$72.5K +3,550 New
CT
329
Caldwell Trust
Florida
$68.5K
AAM
330
Advisors Asset Management
Colorado
$66K -$1.45K -71 -2%
IA
331
IFP Advisors
Florida
$64.3K -$35.7K -1,750 -35%
SS
332
Sunbelt Securities
Texas
$61.5K +$20 +1 +0%
Fifth Third Bancorp
333
Fifth Third Bancorp
Ohio
$61.5K +$2.08K +102 +3%
FGC
334
Financial Gravity Companies
Texas
$60.1K -$8.06K -395 -12%
AWM
335
Avior Wealth Management
Nebraska
$59.3K -$225 -11 -0.4%
PA
336
Parallel Advisors
California
$59.2K +$20.2K +991 +50%
Optiver Holding
337
Optiver Holding
Netherlands
$57.6K +$9.37K +459 +19%
Fidelity International
338
Fidelity International
Bermuda
$56.9K -$9.41K -461 -14%
ADL
339
Asset Dedication LLC
California
$52.3K
NRG
340
Nemes Rush Group
Michigan
$50.8K +$429 +21 +0.8%
Jones Financial Companies
341
Jones Financial Companies
Missouri
$49.4K +$20.4K +1,000 +67%
AAP
342
Arax Advisory Partners
Colorado
$46.2K +$41K +2,008 +628%
AssetMark Inc
343
AssetMark Inc
California
$40K +$367 +18 +0.9%
NSIM
344
North Star Investment Management
Illinois
$39.7K +$40.8K +2,000 New
PFA
345
Pathway Financial Advisers
Indiana
$39K +$184 +9 +0.5%
GI
346
GAMMA Investing
California
$34.9K +$4.96K +243 +16%
MFS
347
Mattson Financial Services
Michigan
$30.9K
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$29.9K +$1.88K +92 +7%
VHAM
349
Van Hulzen Asset Management
California
$28.6K +$29.4K +1,440 New
SAM
350
Smartleaf Asset Management
Massachusetts
$28.6K +$8.29K +406 +39%

IRT Hedge Fund Activity: Q4 2024 in Review

406 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2024, worth a combined $5.44B — up 18% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IRT positions and 36 closed out — a net gain of 19 holders — while 145 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $41.6M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $32M sold.

  • 406 institutional investors held Independence Realty Trust (IRT) as of Q4 2024, up from 392 in Q3 2024.
  • Funds reported $5.44B of Independence Realty Trust stock for Q4 2024, up 18% quarter-over-quarter.
  • 55 funds opened new Independence Realty Trust positions in Q4 2024 and 36 closed out, a net change of +19 holders.
  • The largest Independence Realty Trust buyer in Q4 2024 was Wellington Management Group, an estimated $41.6M added.
  • The largest Independence Realty Trust seller in Q4 2024 was Waterfront Capital Partners, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2024.