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Independence Realty Trust
IRT

100 hedge funds and large institutions have $173M invested in Independence Realty Trust in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 20

12% more capital invested

Capital invested by funds: $154M → $173M (+$18.8M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 102 → 100 (-2)

2.39% less ownership

Funds ownership: 46.96% → 44.57% (-2.4%)

Holders
100
Holders Change
-2
Holders Change %
-1.96%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
14
Increased
42
Reduced
20
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCMT
Highland Capital Management (Texas)
Texas
+$17.6M
2
BFA
BlackRock Fund Advisors
California
+$1.69M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.43M
4
State Street
State Street
Massachusetts
+$1.31M
5
LSV Asset Management
LSV Asset Management
Illinois
+$913K

Top Sellers

1
MAC
Monarch Alternative Capital
New York
-$18.5M
2
BC
BHR Capital
New York
-$4.98M
3
PMG
Private Management Group
California
-$4.05M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$3.13M
5
Morgan Stanley
Morgan Stanley
New York
-$2.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
Bard Associates
Illinois
$1.65M -$47.1K -6,300 -3%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.57M +$238K +31,900 +20%
BIM
28
BlackRock Investment Management
Delaware
$1.43M +$357K +47,851 +38%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.33M +$202K +26,991 +20%
LSV Asset Management
30
LSV Asset Management
Illinois
$999K +$913K +122,200 New
EVC
31
Eidelman Virant Capital
Missouri
$982K +$29.9K +4,000 +3%
TFCM
32
Taylor Frigon Capital Management
Arizona
$951K +$263K +35,189 +43%
SSWM
33
Sheets Smith Wealth Management
North Carolina
$913K – – –
Victory Capital Management
34
Victory Capital Management
Texas
$882K +$3.58K +480 +0.4%
GCP
35
GSA Capital Partners
United Kingdom
$765K +$356K +47,601 +104%
EMFAT
36
Emerald Mutual Fund Advisers Trust
Pennsylvania
$759K – – –
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$692K +$117K +15,681 +23%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$648K -$33.9K -4,544 -5%
SOAMC
39
Spirit of America Management Corp
New York
$626K – – –
GC
40
Guggenheim Capital
Illinois
$580K +$229K +30,629 +76%
CS
41
Credit Suisse
Switzerland
$518K +$357K +47,832 +308%
Charles Schwab
42
Charles Schwab
California
$515K +$125K +16,800 +36%
AQR Capital Management
43
AQR Capital Management
Connecticut
$513K +$317K +42,410 +209%
SO
44
STRS Ohio
Ohio
$511K +$18K +2,414 +4%
Goldman Sachs
45
Goldman Sachs
New York
$510K +$334K +44,702 +254%
TA
46
Teachers Advisors
New York
$504K +$79.2K +10,601 +21%
Asset Management One
47
Asset Management One
Japan
$502K -$76.7K -10,271 -14%
PPA
48
Parametric Portfolio Associates
Washington
$477K +$164K +21,929 +60%
AAM
49
Advisors Asset Management
Colorado
$464K +$77.3K +10,345 +22%
FAAS
50
First Allied Advisory Services
California
$392K +$60.7K +8,122 +21%
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IRT Hedge Fund Activity: Q2 2016 in Review

100 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2016, worth a combined $173M — up 12% from $154M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IRT and 14 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 42 added.

The largest buyer was Highland Capital Management (Texas), opening a new position worth an estimated $17.6M. The largest seller was Monarch Alternative Capital, exiting entirely with an estimated $18.5M sold.

  • 100 institutional investors held Independence Realty Trust (IRT) as of Q2 2016, down from 102 in Q1 2016.
  • Funds reported $173M of Independence Realty Trust stock for Q2 2016, up 12% quarter-over-quarter.
  • 14 funds opened new Independence Realty Trust positions in Q2 2016 and 15 closed out, a net change of -1 holder.
  • The largest Independence Realty Trust buyer in Q2 2016 was Highland Capital Management (Texas), an estimated $17.6M added.
  • The largest Independence Realty Trust seller in Q2 2016 was Monarch Alternative Capital, an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2016.