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Independence Realty Trust

180 hedge funds and large institutions have $1.45B invested in Independence Realty Trust in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 80 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $431K

48% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $1.22B → $1.45B (+$231M)

2.07% less ownership

Funds ownership: 96.07%94.01% (-2.1%)

6% less funds holding

Funds holding: 191180 (-11)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
12
Increased
80
Reduced
54
Closed
21
Calls
$1.17M
Puts
$431K
Net Calls
+$740K
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$10.3M -$2.71M -191,185 -22%
UBS AM
27
UBS AM
Illinois
$9.84M +$898K +63,288 +11%
Invesco
28
Invesco
Georgia
$9.1M +$2.28M +160,928 +37%
Wells Fargo
29
Wells Fargo
California
$8.39M -$3.1M -218,751 -28%
Federated Hermes
30
Federated Hermes
Pennsylvania
$8.15M +$94.9K +6,687 +1%
PFC
31
Phocas Financial Corp
California
$7.5M -$2.31M -162,947 -25%
REMS
32
Real Estate Management Services
$7.45M -$733K -51,700 -10%
State of New Jersey Common Pension Fund D
33
State of New Jersey Common Pension Fund D
New Jersey
$7.2M +$7.18K +506 +0.1%
Ameriprise
34
Ameriprise
Minnesota
$7.07M +$805K +56,718 +14%
NAM
35
Nexpoint Asset Management
Texas
$6.83M +$387K +27,300 +6%
GKIM
36
GW&K Investment Management
Massachusetts
$6.78M -$830K -58,485 -12%
PPA
37
Parametric Portfolio Associates
Washington
$6.39M +$219K +15,423 +4%
Morgan Stanley
38
Morgan Stanley
New York
$6.32M -$900K -63,468 -13%
CCM
39
Consolidated Capital Management
California
$6.23M +$5.81M +409,665 New
Bank of America
40
Bank of America
North Carolina
$5.9M +$2.41M +170,154 +78%
HWC
41
Hill Winds Capital
New York
$5.55M -$1.99M -140,000 -28%
SEI Investments
42
SEI Investments
Pennsylvania
$5.48M -$51.7K -3,642 -1%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$5.27M +$269K +18,991 +6%
CCM
44
Community Capital Management
Florida
$4.1M
CIC
45
Crawford Investment Counsel
Georgia
$3.68M +$239K +16,820 +7%
VRS
46
Virginia Retirement Systems
Virginia
$3.63M -$132K -9,300 -4%
UOC
47
UBS O'Connor
Illinois
$3.5M +$2.44M +172,200 +296%
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.29M +$28.4K +2,000 +0.9%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.17M -$19.1K -1,350 -0.6%
Barclays
50
Barclays
United Kingdom
$3.08M +$1.11M +77,989 +62%

IRT Hedge Fund Activity: Q1 2021 in Review

180 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2021, worth a combined $1.45B — up 19% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of IRT and 12 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, adding an estimated $25M. The largest seller was AllianceBernstein, cutting an estimated $19.3M.

  • 180 institutional investors held Independence Realty Trust (IRT) as of Q1 2021, down from 191 in Q4 2020.
  • Funds reported $1.45B of Independence Realty Trust stock for Q1 2021, up 19% quarter-over-quarter.
  • 12 funds opened new Independence Realty Trust positions in Q1 2021 and 21 closed out, a net change of -9 holders.
  • The largest Independence Realty Trust buyer in Q1 2021 was BlackRock, an estimated $25M added.
  • The largest Independence Realty Trust seller in Q1 2021 was AllianceBernstein, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2021.