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Independence Realty Trust
IRT

95 hedge funds and large institutions have $174M invested in Independence Realty Trust in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

5% more capital invested

Capital invested by funds: $166M → $174M (+$7.84M)

0.17% more ownership

Funds ownership: 50.32% → 50.49% (+0.17%)

0% more funds holding

Funds holding: 95 → 95 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
95
Holders Change
–
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
41
Reduced
26
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$4.08M
2
EA
Emerald Advisers
Pennsylvania
+$3.24M
3
AAP
Ardsley Advisory Partners
Connecticut
+$2.05M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$2.04M
5
BFA
BlackRock Fund Advisors
California
+$1.65M

Top Sellers

1
BC
BHR Capital
New York
-$4.06M
2
FM
Forward Management
California
-$3.43M
3
SIG
Senator Investment Group
New York
-$3.25M
4
MCP
Moab Capital Partners
New York
-$1.62M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
26
Forward Management
California
$1.16M -$3.43M -450,810 -74%
WCM
27
Wedge Capital Management
North Carolina
$1.13M -$90.5K -11,900 -7%
TCIM
28
TIAA CREF Investment Management
New York
$948K -$18.7K -2,457 -2%
BIM
29
BlackRock Investment Management
Delaware
$943K +$16K +2,101 +2%
RFC
30
Russell Frank Company
Washington
$903K -$26.6K -3,492 -3%
EVC
31
Eidelman Virant Capital
Missouri
$871K +$271K +35,600 +44%
Victory Capital Management
32
Victory Capital Management
Texas
$861K +$119K +15,680 +16%
SSWM
33
Sheets Smith Wealth Management
North Carolina
$838K – – –
EMFAT
34
Emerald Mutual Fund Advisers Trust
Pennsylvania
$697K +$706K +92,800 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$640K -$61.9K -8,142 -9%
TFCM
36
Taylor Frigon Capital Management
Arizona
$600K +$8.04K +1,057 +1%
Asset Management One
37
Asset Management One
Japan
$581K +$12.3K +1,618 +2%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$577K +$271K +35,671 +87%
SOAMC
39
Spirit of America Management Corp
New York
$575K – – –
Charles Schwab
40
Charles Schwab
California
$476K +$183K +24,100 +61%
SO
41
STRS Ohio
Ohio
$461K +$388K +51,044 +493%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$449K +$8.79K +1,156 +2%
TA
43
Teachers Advisors
New York
$383K – – –
Morgan Stanley
44
Morgan Stanley
New York
$379K +$312K +41,052 +435%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$318K +$27.7K +3,644 +9%
IA
46
IndexIQ Advisors
New York
$314K +$116K +15,242 +57%
FAAS
47
First Allied Advisory Services
California
$303K -$81.5K -10,716 -21%
Wells Fargo
48
Wells Fargo
California
$293K -$338K -44,370 -53%
DLG
49
Daniel L. Goodwin
$282K +$46.4K +6,100 +19%
TNAM
50
Terra Nova Asset Management
New York
$255K – – –
1
2
3 4 5

IRT Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2015, worth a combined $174M — up 4.7% from $166M a quarter earlier.

Fund positioning in IRT was balanced in Q4 2015: 11 funds opened new positions, 11 closed out, 41 added to existing stakes and 26 trimmed.

The largest buyer was Invesco, adding an estimated $4.08M. The largest seller was BHR Capital, cutting an estimated $4.06M.

  • 95 institutional investors held Independence Realty Trust (IRT) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $174M of Independence Realty Trust stock for Q4 2015, up 4.7% quarter-over-quarter.
  • 11 funds opened new Independence Realty Trust positions in Q4 2015 and 11 closed out, a net change of 0 holders.
  • The largest Independence Realty Trust buyer in Q4 2015 was Invesco, an estimated $4.08M added.
  • The largest Independence Realty Trust seller in Q4 2015 was BHR Capital, an estimated $4.06M sold.

Based on aggregated 13F filings for Q4 2015.