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Independence Realty Trust
IRT

89 hedge funds and large institutions have $89.7M invested in Independence Realty Trust in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 20

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

7% more funds holding

Funds holding: 83 → 89 (+6)

3.52% less ownership

Funds ownership: 38.21% → 34.69% (-3.5%)

22% less capital invested

Capital invested by funds: $116M → $89.7M (-$25.9M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+6
Holders Change %
+7.23%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
33
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$5.15M
2
State Street
State Street
Massachusetts
+$1.68M
3
BIT
BlackRock Institutional Trust
California
+$1.68M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.63M
5
PAM
PVG Asset Management
Colorado
+$1.49M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hilton Capital Management
New York
-$5.48M
2
Morgan Stanley
Morgan Stanley
New York
-$3.27M
3
N
Nuveen
North Carolina
-$1.41M
4
SIC
Salem Investment Counselors
North Carolina
-$902K
5
Deutsche Bank
Deutsche Bank
Germany
-$823K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$210K -$345K -39,166 -58%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$204K +$239K +27,080 New
IA
53
IndexIQ Advisors
New York
$203K -$9.78K -1,110 -4%
PAM
54
Panagora Asset Management
Massachusetts
$200K -$208K -23,557 -47%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$138K – – –
BA
56
BlackRock Advisors
Delaware
$137K +$95.8K +10,869 +149%
PPA
57
Parametric Portfolio Associates
Washington
$133K -$8.83K -1,002 -5%
SPC
58
Sigma Planning Corp
Michigan
$122K +$3.57K +405 +3%
AIG
59
American International Group
New York
$116K +$126K +14,350 +1,354%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$116K +$136K +15,397 New
AQR Capital Management
61
AQR Capital Management
Connecticut
$110K – – –
MC
62
Menta Capital
California
$103K -$337K -38,246 -74%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$103K – – –
NFA
64
Nationwide Fund Advisors
Ohio
$103K +$121K +13,738 New
Millennium Management
65
Millennium Management
New York
$97K -$584K -66,318 -84%
Nomura Asset Management
66
Nomura Asset Management
Japan
$90K +$106K +12,000 New
Charles Schwab
67
Charles Schwab
California
$81K +$93.7K +10,636 New
BP
68
BBR Partners
New York
$75K – – –
Morgan Stanley
69
Morgan Stanley
New York
$73K -$3.27M -371,715 -97%
SO
70
STRS Ohio
Ohio
$58K +$68.7K +7,800 New
MTB
71
Mizuho Trust & Banking
Japan
$41K – – –
RFC
72
Russell Frank Company
Washington
$39K -$557K -63,179 -92%
Citigroup
73
Citigroup
New York
$25K +$2.8K +318 +11%
Mitsubishi UFJ Asset Management
74
Mitsubishi UFJ Asset Management
Japan
$23K – – –
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$20K +$11K +1,253 +85%
1 2
3
4

IRT Hedge Fund Activity: Q2 2015 in Review

89 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2015, worth a combined $89.7M — down 22% from $116M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IRT positions and 11 closed out — a net gain of 6 holders — while 33 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $5.15M. The largest seller was Hilton Capital Management, cutting an estimated $5.48M.

  • 89 institutional investors held Independence Realty Trust (IRT) as of Q2 2015, up from 83 in Q1 2015.
  • Funds reported $89.7M of Independence Realty Trust stock for Q2 2015, down 22% quarter-over-quarter.
  • 17 funds opened new Independence Realty Trust positions in Q2 2015 and 11 closed out, a net change of +6 holders.
  • The largest Independence Realty Trust buyer in Q2 2015 was BlackRock Fund Advisors, an estimated $5.15M added.
  • The largest Independence Realty Trust seller in Q2 2015 was Hilton Capital Management, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2015.