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Independence Realty Trust
IRT

158 hedge funds and large institutions have $511M invested in Independence Realty Trust in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

610% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $244K

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

91% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 35

16% more funds holding

Funds holding: 136 → 158 (+22)

14% more capital invested

Capital invested by funds: $450M → $511M (+$61.1M)

5.31% more ownership

Funds ownership: 69.56% → 74.87% (+5.3%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
158
Holders Change
+22
Holders Change %
+16.18%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
36
Increased
67
Reduced
35
Closed
14
Calls
$1.73M
Puts
$244K
Net Calls
+$1.49M
Net Calls Change
+$1.11M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.1M
2
PFC
Phocas Financial Corp
California
+$10.4M
3
GXMC
Global X Management Company
New York
+$9.69M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.57M
5
Principal Financial Group
Principal Financial Group
Iowa
+$4.43M

Top Sellers

1
HCM
Hilton Capital Management
New York
-$11.2M
2
VOAM
Vertex One Asset Management
British Columbia, Canada
-$7.13M
3
N
Nuveen
North Carolina
-$6.55M
4
Morgan Stanley
Morgan Stanley
New York
-$4.08M
5
PAM
PVG Asset Management
Colorado
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RMR Advisors
Massachusetts
$4.1M – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.46M +$1.85M +194,567 +124%
Ameriprise
28
Ameriprise
Minnesota
$3.18M +$2.96M +311,700 +2,869%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$3.18M +$84.5K +8,900 +3%
Renaissance Technologies
30
Renaissance Technologies
New York
$2.32M +$1.21M +127,200 +118%
Goldman Sachs
31
Goldman Sachs
New York
$2.09M +$880K +92,675 +78%
BA
32
Bard Associates
Illinois
$1.87M +$9.5K +1,000 +0.5%
TCIM
33
TIAA CREF Investment Management
New York
$1.82M -$1.63M -171,613 -48%
Deutsche Bank
34
Deutsche Bank
Germany
$1.68M +$631K +66,394 +64%
Allianz Asset Management
35
Allianz Asset Management
Germany
$1.51M -$243K -25,591 -14%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$1.4M +$950K +100,051 +239%
Victory Capital Management
37
Victory Capital Management
Texas
$1.37M +$138K +14,490 +12%
PAM
38
PVG Asset Management
Colorado
$1.31M -$3.76M -395,726 -75%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$1.29M +$579K +60,961 +87%
Asset Management One
40
Asset Management One
Japan
$1.27M +$1.79K +189 +0.1%
TA
41
Teachers Advisors
New York
$1.26M +$65.6K +6,911 +6%
Prudential Financial
42
Prudential Financial
New Jersey
$1.23M -$330K -34,800 -22%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.21M +$71.2K +7,500 +6%
Canada Life
44
Canada Life
Manitoba, Canada
$1.15M +$760K +80,000 +220%
NFA
45
Nationwide Fund Advisors
Ohio
$1.14M -$587K -61,856 -35%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.12M – – –
SO
47
STRS Ohio
Ohio
$1.08M -$29.3K -3,086 -3%
Legal & General Group
48
Legal & General Group
United Kingdom
$1.07M +$901K +94,830 +679%
Wells Fargo
49
Wells Fargo
California
$1.07M +$536K +56,455 +109%
SSWM
50
Sheets Smith Wealth Management
North Carolina
$1.07M – – –
1
2
3 4 5

IRT Hedge Fund Activity: Q2 2017 in Review

158 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2017, worth a combined $511M — up 14% from $450M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IRT positions and 14 closed out — a net gain of 22 holders — while 67 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $17.1M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $11.2M sold.

  • 158 institutional investors held Independence Realty Trust (IRT) as of Q2 2017, up from 136 in Q1 2017.
  • Funds reported $511M of Independence Realty Trust stock for Q2 2017, up 14% quarter-over-quarter.
  • 36 funds opened new Independence Realty Trust positions in Q2 2017 and 14 closed out, a net change of +22 holders.
  • The largest Independence Realty Trust buyer in Q2 2017 was BlackRock, an estimated $17.1M added.
  • The largest Independence Realty Trust seller in Q2 2017 was Hilton Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2017.