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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
Canada Life
51
Canada Life
Manitoba, Canada
$1.63M -$69.3K -6,787 -4%
JP Morgan Chase
52
JP Morgan Chase
New York
$1.62M -$385K -37,716 -20%
Swiss National Bank
53
Swiss National Bank
Switzerland
$1.61M – – –
Prudential Financial
54
Prudential Financial
New Jersey
$1.52M -$9.6K -940 -0.6%
SO
55
STRS Ohio
Ohio
$1.51M -$61K -5,969 -4%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.39M -$13.1K -1,286 -1%
CPIM
57
Columbia Partners Investment Management
Virginia
$1.38M +$1.34M +131,277 New
ASRS
58
Arizona State Retirement System
Arizona
$1.34M +$5.37K +526 +0.4%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$1.29M +$257K +25,161 +26%
TIAAOA
60
Teachers Insurance & Annuity Association of America
New York
$1.19M – – –
Victory Capital Management
61
Victory Capital Management
Texas
$1.17M -$332K -32,500 -23%
TFCM
62
Taylor Frigon Capital Management
Arizona
$1.15M +$13.6K +1,335 +1%
BCM
63
BlueCrest Capital Management
Jersey
$1.1M +$6.99K +684 +0.7%
Citigroup
64
Citigroup
New York
$1.08M +$520K +50,874 +99%
SSWM
65
Sheets Smith Wealth Management
North Carolina
$1.07M – – –
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.02M -$61.6K -6,030 -6%
Sumitomo Mitsui Trust Group
67
Sumitomo Mitsui Trust Group
Japan
$979K +$24.4K +2,390 +3%
GC
68
Guggenheim Capital
Illinois
$944K +$93.2K +9,129 +11%
AAMU
69
Amundi Asset Management US
Massachusetts
$940K -$7.15K -700 -0.8%
SAM
70
Shell Asset Management
Netherlands
$939K – – –
Thrivent Financial for Lutherans
71
Thrivent Financial for Lutherans
Minnesota
$929K -$21.5K -2,106 -2%
Axa
72
Axa
France
$857K +$831K +81,400 New
Comerica Bank
73
Comerica Bank
Texas
$825K -$70.7K -6,918 -8%
IA
74
IndexIQ Advisors
New York
$819K -$7.2K -705 -0.9%
Manulife (Manufacturers Life Insurance)
75
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$759K -$101K -9,853 -12%
1 2
3
4 5

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.