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Independence Realty Trust
IRT

83 hedge funds and large institutions have $116M invested in Independence Realty Trust in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

14% more funds holding

Funds holding: 73 → 83 (+10)

10% more capital invested

Capital invested by funds: $105M → $116M (+$10.4M)

2.71% more ownership

Funds ownership: 35.51% → 38.21% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
32
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$2.81M
2
N
Nuveen
North Carolina
+$2.52M
3
HCM
Hilton Capital Management
New York
+$1.14M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.13M
5
RA
RMR Advisors
Massachusetts
+$821K

Top Sellers

1
PAM
PVG Asset Management
Colorado
-$1.82M
2
BI
Bulldog Investors
New Jersey
-$1.19M
3
Morgan Stanley
Morgan Stanley
New York
-$1.05M
4
TDC
Thompson Davis & Co
Virginia
-$826K
5
AW
ACG Wealth
Georgia
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IndexIQ Advisors
New York
$267K +$33.3K +3,530 +14%
PP
52
PDT Partners
New York
$217K +$216K +22,914 New
PPA
53
Parametric Portfolio Associates
Washington
$177K -$38.3K -4,064 -18%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$174K – – –
State Street
55
State Street
Massachusetts
$157K – – –
SPC
56
Sigma Planning Corp
Michigan
$150K -$1.6K -170 -1%
Verition Fund Management
57
Verition Fund Management
Connecticut
$140K +$139K +14,799 New
AQR Capital Management
58
AQR Capital Management
Connecticut
$139K +$138K +14,600 New
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$130K -$4.46K -474 -3%
First Trust Advisors
60
First Trust Advisors
Illinois
$97K -$14.2K -1,506 -13%
BP
61
BBR Partners
New York
$95K – – –
Invesco
62
Invesco
Georgia
$74K +$2.09K +222 +3%
BA
63
BlackRock Advisors
Delaware
$69K +$47.5K +5,047 +225%
MTB
64
Mizuho Trust & Banking
Japan
$52K +$51.9K +5,507 New
UBS Group
65
UBS Group
Switzerland
$48K +$23.6K +2,501 +98%
BIT
66
BlackRock Institutional Trust
California
$46K – – –
BIM
67
BlackRock Investment Management
Delaware
$32K +$1.95K +207 +7%
Citigroup
68
Citigroup
New York
$29K – – –
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$28K – – –
BRWM
70
B. Riley Wealth Management
Tennessee
$23K – – –
Credit Agricole
71
Credit Agricole
France
$14K – – –
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$14K – – –
AIG
73
American International Group
New York
$10.1K +$9.99K +1,060 New
BJ
74
BlackRock Japan
Japan
$10K -$1.68K -178 -14%
Daiwa Securities Group
75
Daiwa Securities Group
Japan
$8K +$1.88K +200 +33%
1 2
3
4

IRT Hedge Fund Activity: Q1 2015 in Review

83 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2015, worth a combined $116M — up 9.9% from $105M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IRT positions and 5 closed out — a net gain of 10 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was William Blair & Company, adding an estimated $2.81M. The largest seller was PVG Asset Management, cutting an estimated $1.82M.

  • 83 institutional investors held Independence Realty Trust (IRT) as of Q1 2015, up from 73 in Q4 2014.
  • Funds reported $116M of Independence Realty Trust stock for Q1 2015, up 9.9% quarter-over-quarter.
  • 15 funds opened new Independence Realty Trust positions in Q1 2015 and 5 closed out, a net change of +10 holders.
  • The largest Independence Realty Trust buyer in Q1 2015 was William Blair & Company, an estimated $2.81M added.
  • The largest Independence Realty Trust seller in Q1 2015 was PVG Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2015.