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Independence Realty Trust

333 hedge funds and large institutions have $3.2B invested in Independence Realty Trust in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1% more capital invested

Capital invested by funds: $3.17B → $3.2B (+$29.7M)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

0% less funds holding

Funds holding: 334333 (-1)

2% less call options, than puts

Call options by funds: $948K | Put options by funds: $966K

3.89% less ownership

Funds ownership: 92.25%88.36% (-3.9%)

16% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 130

Holders
333
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
109
Reduced
130
Closed
38
Calls
$948K
Puts
$966K
Net Calls
-$18K
Net Calls Change
-$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
B
351
Bailard
California
-$279K -18,215 Closed
Truist Financial
352
Truist Financial
North Carolina
-$274K -17,924 Closed
KWA
353
Kingswood Wealth Advisors
California
-$263K -17,196 Closed
SB
354
Strategic Blueprint
Georgia
-$257K -16,813 Closed
CIS
355
Custom Index Systems
New York
-$251K -16,406 Closed
PMA
356
Prudent Man Advisors
Illinois
-$162K -10,615 Closed
RJA
357
Raymond James & Associates
Florida
-$158K -10,328 Closed
ASN
358
Advisory Services Network
Georgia
-$69.7K -4,555 Closed
EC
359
EdgeRock Capital
Colorado
-$60K -4,003 Closed
CA
360
Centerpoint Advisors
Massachusetts
-$56K -3,635 Closed
HFM
361
Harvest Fund Management
China
-$47K -3,075 Closed
BTI
362
Blue Trust Inc
Georgia
-$39K -2,771 Closed
SPIA
363
Steward Partners Investment Advisory
New York
-$30.6K -2,000 Closed
FWM
364
Focused Wealth Management
New York
-$15.6K -1,022 Closed
EWP
365
Elevation Wealth Partners
California
-$7.95K -565 Closed
DI
366
DAGCO Inc
Ohio
-$8.02K -524 Closed
DWS
367
Dynamic Wealth Strategies
California
-$8.02K -524 Closed
CAL
368
Capital Advisors Ltd
Ohio
-$7K -425 Closed
GWS
369
Glassman Wealth Services
Virginia
-$3.12K -204 Closed
Loomis, Sayles & Company
370
Loomis, Sayles & Company
Massachusetts
-$1K -64 Closed
CFGS
371
Concourse Financial Group Securities
Alabama
-$290 -19 Closed

IRT Hedge Fund Activity: Q1 2024 in Review

333 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2024, worth a combined $3.2B — up 0.94% from $3.17B a quarter earlier.

Fund positioning in IRT was balanced in Q1 2024: 38 funds opened new positions, 38 closed out, 109 added to existing stakes and 130 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $107M. The largest seller was Morgan Stanley, cutting an estimated $241M.

  • 333 institutional investors held Independence Realty Trust (IRT) as of Q1 2024, down from 334 in Q4 2023.
  • Funds reported $3.2B of Independence Realty Trust stock for Q1 2024, up 0.94% quarter-over-quarter.
  • 38 funds opened new Independence Realty Trust positions in Q1 2024 and 38 closed out, a net change of 0 holders.
  • The largest Independence Realty Trust buyer in Q1 2024 was Long Pond Capital, an estimated $107M added.
  • The largest Independence Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2024.