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Independence Realty Trust
IRT

183 hedge funds and large institutions have $806M invested in Independence Realty Trust in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $761M → $806M (+$44.6M)

3% more funds holding

Funds holding: 178 → 183 (+5)

2.4% more ownership

Funds ownership: 84.9% → 87.3% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

21% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.54M

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
60
Reduced
62
Closed
18
Calls
$1.21M
Puts
$1.54M
Net Calls
-$323K
Net Calls Change
+$935K

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$16.3M
2
BlackRock
BlackRock
New York
+$10.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$8.71M
4
N
Nuveen
North Carolina
+$7.21M
5
Wells Fargo
Wells Fargo
California
+$5.45M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$6.1M
2
HCMT
Highland Capital Management (Texas)
Texas
-$5.97M
3
OAM
Oxford Asset Management
United Kingdom
-$2.1M
4
PCM
Piermont Capital Management
Missouri
-$1.76M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RMR Advisors
Massachusetts
$5.39M – – –
Citadel Advisors
27
Citadel Advisors
Florida
$5.34M -$1.42M -138,997 -22%
Ameriprise
28
Ameriprise
Minnesota
$5.18M +$171K +16,746 +4%
HCMT
29
Highland Capital Management (Texas)
Texas
$5.06M -$5.97M -584,800 -55%
Morgan Stanley
30
Morgan Stanley
New York
$4.88M +$2.47M +242,261 +109%
DGHMC
31
Dalton, Greiner, Hartman, Maher & Co
New York
$4.5M -$12.6K -1,230 -0.3%
Legal & General Group
32
Legal & General Group
United Kingdom
$4.46M +$1.69M +165,312 +64%
B
33
Barings
North Carolina
$4.46M -$1.34M -130,930 -24%
Deutsche Bank
34
Deutsche Bank
Germany
$4.3M -$60.2K -5,895 -1%
Goldman Sachs
35
Goldman Sachs
New York
$3.53M -$227K -22,258 -6%
MNG
36
Manning & Napier Group
New York
$2.68M -$10 -1 -0%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$2.57M -$227K -22,217 -8%
UBS AM
38
UBS AM
Illinois
$2.52M +$364K +35,666 +17%
UBS Group
39
UBS Group
Switzerland
$2.34M +$390K +38,227 +21%
CS
40
Credit Suisse
Switzerland
$2.33M +$74.2K +7,268 +3%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.3M -$26.2K -2,562 -1%
Barclays
42
Barclays
United Kingdom
$2.07M +$842K +82,447 +72%
PI
43
PineBridge Investments
New York
$1.99M -$257K -25,149 -12%
TA
44
Teachers Advisors
New York
$1.9M -$1.52K -149 -0.1%
BA
45
Bard Associates
Illinois
$1.88M -$1.02K -100 -0.1%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$1.84M – – –
Asset Management One
47
Asset Management One
Japan
$1.8M +$22.5K +2,204 +1%
TCIM
48
TIAA CREF Investment Management
New York
$1.77M -$133K -13,006 -7%
OAM
49
Orinda Asset Management
California
$1.76M -$627K -61,436 -27%
PPA
50
Parametric Portfolio Associates
Washington
$1.75M +$215K +21,087 +14%
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IRT Hedge Fund Activity: Q3 2018 in Review

183 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2018, worth a combined $806M — up 5.9% from $761M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IRT positions and 18 closed out — a net gain of 7 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $16.3M. The largest seller was Principal Financial Group, cutting an estimated $6.1M.

  • 183 institutional investors held Independence Realty Trust (IRT) as of Q3 2018, up from 178 in Q2 2018.
  • Funds reported $806M of Independence Realty Trust stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 25 funds opened new Independence Realty Trust positions in Q3 2018 and 18 closed out, a net change of +7 holders.
  • The largest Independence Realty Trust buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $16.3M added.
  • The largest Independence Realty Trust seller in Q3 2018 was Principal Financial Group, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2018.