Independence Realty Trust
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.
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)
Top Buyers
| 1 |
William Blair & Company
Chicago,
Illinois
|
+$2.81M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$2.52M |
| 3 |
HCM
Hilton Capital Management
Garden City,
New York
|
+$1.14M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$1.13M |
| 5 |
RA
RMR Advisors
Newton,
Massachusetts
|
+$821K |
Top Sellers
| 1 |
PAM
PVG Asset Management
Golden,
Colorado
|
-$1.82M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.19M |
| 3 |
Morgan Stanley
New York
|
-$1.05M |
| 4 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$826K |
| 5 |
AW
ACG Wealth
Atlanta,
Georgia
|
-$520K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $5K | -$11.3K | -1,204 | -69% |
|
|
SAMC
77
Shinko Asset Management Company
Tokyo,
Japan
| $4K | -$942 | -100 | -20% |
|
|
DBT
78
Dubuque Bank & Trust
Dubuque,
Iowa
| $3K | – | – | – |
|
79
Bank of America
Charlotte,
North Carolina
| $2K | -$16K | -1,700 | -91% |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2K | +$2.07K | +220 | New |
|
|
GC
81
Globeflex Capital
San Diego,
California
| $1K | +$914 | +97 | New |
|
|
GI
82
Gradient Investments
Arden Hills,
Minnesota
| $1K | +$1.46K | +155 | New |
|
83
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $10 | – | – | – |
|
|
BI
84
Bulldog Investors
Saddle Brook,
New Jersey
| – | -$1.19M | -128,175 | Closed |
|
|
TDC
85
Thompson Davis & Co
Richmond,
Virginia
| – | -$826K | -88,751 | Closed |
|
|
NI
86
Numeric Investors
Boston,
Massachusetts
| – | -$472K | -50,738 | Closed |
|
|
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$31K | -3,303 | Closed |
|
|
BRWA
88
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$28 | -3,000 | Closed |
|
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.