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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
YIA
351
YHB Investment Advisors
Connecticut
– -$378K -26,880 Closed
NAM
352
Nexpoint Asset Management
Texas
– -$358K -25,463 Closed
JSL
353
JT Stratford LLC
Georgia
– -$356K -25,337 Closed
EGM
354
Engineers Gate Manager
New York
– -$346K -24,558 Closed
DTL
355
Dynamic Technology Lab
Singapore
– -$323K -22,958 Closed
SFI
356
Susquehanna Fundamental Investments
Pennsylvania
– -$289K -20,529 Closed
UCFA
357
United Capital Financial Advisors
Texas
– -$270K -19,165 Closed
GT
358
Glenmede Trust
Pennsylvania
– -$268K -19,047 Closed
PRC
359
Pearl River Capital
Michigan
– -$253K -18,015 Closed
AFWM
360
AMJ Financial Wealth Management
Virginia
– -$211K -14,973 Closed
JFG
361
Jefferies Financial Group
New York
– -$203K -14,408 Closed
BCI
362
Brinker Capital Investments
Pennsylvania
– -$196K -13,934 Closed
OPS
363
Orion Portfolio Solutions
Nebraska
– -$196K -13,934 Closed
Group One Trading
364
Group One Trading
Illinois
– -$189K -13,645 Closed
Corient Private Wealth
365
Corient Private Wealth
Florida
– -$185K -13,179 Closed
IP
366
Ignite Planners
California
– -$179K -13,092 Closed
SCM
367
Stevens Capital Management
Pennsylvania
– -$166K -11,812 Closed
MML Investors Services
368
MML Investors Services
Massachusetts
– -$166K -11,763 Closed
OTL
369
Oak Thistle LLC
New York
– -$162K -11,502 Closed
CAC
370
Certified Advisory Corp
Florida
– -$161K -11,418 Closed
SG
371
StoneX Group
New York
– -$158K -11,256 Closed
FM
372
Foster & Motley
Ohio
– -$158K -11,204 Closed
BCM
373
Bayesian Capital Management
New York
– -$156K -11,100 Closed
SCM
374
Shelton Capital Management
Colorado
– -$155K -11,035 Closed
BNP Paribas Asset Management
375
BNP Paribas Asset Management
France
– -$155K -11,014 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.