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Independence Realty Trust
IRT

334 hedge funds and large institutions have $3.17B invested in Independence Realty Trust in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 125 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $6.24M | Put options by funds: $1.05M

18% more capital invested

Capital invested by funds: $2.69B → $3.17B (+$485M)

7.27% more ownership

Funds ownership: 84.98% → 92.25% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 125

7% less funds holding

Funds holding: 359 → 334 (-25)

38% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 58

Holders
334
Holders Change
-25
Holders Change %
-6.96%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
117
Reduced
125
Closed
58
Calls
$6.24M
Puts
$1.05M
Net Calls
+$5.18M
Net Calls Change
+$5.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$223M
2
UBS Group
UBS Group
Switzerland
+$41.9M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$26.6M
4
WCP
Waterfront Capital Partners
New York
+$24.8M
5
CIM
Centersquare Investment Management
Pennsylvania
+$19M

Top Sellers

1
LPC
Long Pond Capital
New York
-$76.6M
2
Prudential Financial
Prudential Financial
New Jersey
-$26.2M
3
N
Nuveen
North Carolina
-$25.3M
4
Goldman Sachs
Goldman Sachs
New York
-$16M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$18.1M -$25.3M -1,824,208 -61%
KCM
27
Kennedy Capital Management
Missouri
$15.7M -$113K -8,154 -0.8%
VLKIM
28
Van Lanschot Kempen Investment Management
Netherlands
$14.3M +$1.1M +79,100 +9%
Principal Financial Group
29
Principal Financial Group
Iowa
$12.8M -$58.8K -4,248 -0.5%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$12.5M -$172K -12,424 -1%
Bank of America
31
Bank of America
North Carolina
$11.8M -$2.31M -167,055 -18%
Invesco
32
Invesco
Georgia
$11.2M +$2.12M +152,991 +26%
Goldman Sachs
33
Goldman Sachs
New York
$11.2M -$16M -1,157,168 -61%
LIP
34
Lighthouse Investment Partners
Florida
$11.1M +$1.87M +135,000 +23%
William Blair & Company
35
William Blair & Company
Illinois
$10.9M +$120K +8,644 +1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$10.7M -$880K -63,550 -8%
Osaic Holdings
37
Osaic Holdings
Arizona
$10.2M -$5.7M -411,427 -38%
SSA
38
Schonfeld Strategic Advisors
New York
$9.44M +$8.21M +593,065 +2,466%
Barclays
39
Barclays
United Kingdom
$9.38M +$5.38M +388,452 +173%
Ameriprise
40
Ameriprise
Minnesota
$8.85M +$61.7K +4,457 +0.8%
AllianceBernstein
41
AllianceBernstein
Tennessee
$8.4M +$130K +9,401 +2%
State of New Jersey Common Pension Fund D
42
State of New Jersey Common Pension Fund D
New Jersey
$8.01M +$525K +37,882 +8%
PCM
43
Peregrine Capital Management
Minnesota
$7.73M +$7M +505,068 New
CIC
44
Crawford Investment Counsel
Georgia
$7.62M +$46.5K +3,355 +0.7%
Verition Fund Management
45
Verition Fund Management
Connecticut
$7.34M +$5.82M +420,451 +707%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$7.34M +$1.82M +131,743 +38%
PFC
47
Phocas Financial Corp
California
$6.81M +$10.6K +765 +0.2%
Swiss National Bank
48
Swiss National Bank
Switzerland
$6.77M -$705K -50,900 -10%
SAM
49
Storebrand Asset Management
Norway
$6.76M +$5.14M +370,942 +524%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$6.69M -$90.8K -6,558 -1%
1
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IRT Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2023, worth a combined $3.17B — up 18% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of IRT and 36 opened new positions — a net loss of 22 holders — while 125 trimmed existing stakes and 117 added.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was Long Pond Capital, cutting an estimated $76.6M.

  • 334 institutional investors held Independence Realty Trust (IRT) as of Q4 2023, down from 359 in Q3 2023.
  • Funds reported $3.17B of Independence Realty Trust stock for Q4 2023, up 18% quarter-over-quarter.
  • 36 funds opened new Independence Realty Trust positions in Q4 2023 and 58 closed out, a net change of -22 holders.
  • The largest Independence Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $223M added.
  • The largest Independence Realty Trust seller in Q4 2023 was Long Pond Capital, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2023.