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Independence Realty Trust
IRT

60 hedge funds and large institutions have $76.4M invested in Independence Realty Trust in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 2

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

119% more capital invested

Capital invested by funds: $34.9M → $76.4M (+$41.6M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

46% more funds holding

Funds holding: 41 → 60 (+19)

9.82% more ownership

Funds ownership: 20.78% → 30.6% (+9.8%)

Holders
60
Holders Change
+19
Holders Change %
+46.34%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
24
Increased
30
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$6.87M
2
HCM
Hilton Capital Management
New York
+$5.87M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.17M
4
BC
BHR Capital
New York
+$3.49M
5
EWP
Edmunds White Partners
Virginia
+$3.32M

Top Sellers

1
FP
Foundry Partners
Minnesota
-$212K
2
ACA
Anchor Capital Advisors
Massachusetts
-$151K
3
NCCM
Nine Chapters Capital Management
New Jersey
-$110K
4
RFC
Russell Frank Company
Washington
-$108K
5
Wells Fargo
Wells Fargo
California
-$61.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
26
Asset Management One
Japan
$627K +$646K +64,700 New
SSWM
27
Sheets Smith Wealth Management
North Carolina
$567K +$585K +58,590 New
GCP
28
GSA Capital Partners
United Kingdom
$457K +$188K +18,800 +66%
Citadel Advisors
29
Citadel Advisors
Florida
$442K +$247K +24,730 +118%
SIC
30
Salem Investment Counselors
North Carolina
$436K – – –
MC
31
Menta Capital
California
$433K +$231K +23,117 +107%
FAAS
32
First Allied Advisory Services
California
$363K +$7.77K +779 +2%
BFA
33
BlackRock Fund Advisors
California
$327K +$102K +10,202 +43%
NI
34
Numeric Investors
Massachusetts
$323K +$76.8K +7,700 +30%
Northern Trust
35
Northern Trust
Illinois
$312K +$78.7K +7,890 +32%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$242K +$250K +25,008 New
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$178K +$239 +24 +0.1%
State Street
38
State Street
Massachusetts
$178K +$184K +18,400 New
Wells Fargo
39
Wells Fargo
California
$152K -$61.9K -6,200 -28%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$140K +$144K +14,450 New
BP
41
BBR Partners
New York
$97K – – –
IPC
42
Independent Portfolio Consultants
Florida
$72K +$74.4K +7,455 New
Bank of America
43
Bank of America
North Carolina
$59K +$60.4K +6,055 New
Ameriprise
44
Ameriprise
Minnesota
$35K +$11.5K +1,150 +46%
MLICM
45
Metropolitan Life Insurance Company (MetLife)
New York
$34K +$34.6K +3,464 New
BIT
46
BlackRock Institutional Trust
California
$30K +$30.9K +3,095 New
US Bancorp
47
US Bancorp
Minnesota
$29K +$9.98K +1,000 +50%
Citigroup
48
Citigroup
New York
$29K +$30.1K +3,020 New
BIM
49
BlackRock Investment Management
Delaware
$26K +$5.49K +550 +25%
BRWM
50
B. Riley Wealth Management
Tennessee
$24K +$13K +1,300 +108%
1
2
3

IRT Hedge Fund Activity: Q3 2014 in Review

60 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2014, worth a combined $76.4M — up 119% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IRT positions and 5 closed out — a net gain of 19 holders — while 30 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $6.87M. The largest seller was Foundry Partners, cutting an estimated $212K.

  • 60 institutional investors held Independence Realty Trust (IRT) as of Q3 2014, up from 41 in Q2 2014.
  • Funds reported $76.4M of Independence Realty Trust stock for Q3 2014, up 119% quarter-over-quarter.
  • 24 funds opened new Independence Realty Trust positions in Q3 2014 and 5 closed out, a net change of +19 holders.
  • The largest Independence Realty Trust buyer in Q3 2014 was Raymond James & Associates, an estimated $6.87M added.
  • The largest Independence Realty Trust seller in Q3 2014 was Foundry Partners, an estimated $212K sold.

Based on aggregated 13F filings for Q3 2014.