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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
EVC
76
Eidelman Virant Capital
Missouri
$758K – – –
SG Americas Securities
77
SG Americas Securities
New York
$735K -$172K -16,797 -19%
6M
78
6 Meridian
Kansas
$735K +$713K +69,775 New
AIG
79
American International Group
New York
$722K +$14.1K +1,376 +2%
BCWM
80
Blue Chip Wealth Management
Florida
$715K -$51.1K -5,000 -7%
Bank of America
81
Bank of America
North Carolina
$661K +$88.9K +8,708 +16%
Public Sector Pension Investment Board (PSP Investments)
82
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$632K +$51.7K +5,060 +9%
LPL Financial
83
LPL Financial
California
$632K +$613K +59,973 New
SOADOR
84
State of Alaska Department of Revenue
Alaska
$594K +$288K +28,176 +99%
TPSF
85
Texas Permanent School Fund
Texas
$581K -$10K -980 -2%
State of Tennessee, Department of Treasury
86
State of Tennessee, Department of Treasury
Tennessee
$579K -$15.2K -1,485 -3%
Nomura Asset Management
87
Nomura Asset Management
Japan
$561K +$19.4K +1,900 +4%
HI
88
Horizon Investments
North Carolina
$551K – – –
SWM
89
Stockman Wealth Management
Montana
$548K -$10.2K -1,000 -2%
WG
90
Winton Group
United Kingdom
$542K +$80.8K +7,908 +18%
VRS
91
Virginia Retirement Systems
Virginia
$541K +$525K +51,400 New
B
92
Bailard
California
$529K +$513K +50,200 New
GKIM
93
GW&K Investment Management
Massachusetts
$479K +$17.4K +1,700 +4%
KBC Group
94
KBC Group
Belgium
$472K +$458K +44,794 New
AIA
95
Arrow Investment Advisors
Maryland
$467K -$63K -6,165 -12%
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$465K +$451K +44,172 New
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
$448K +$434K +42,500 New
Millennium Management
98
Millennium Management
New York
$441K +$427K +41,836 New
Wellington Management Group
99
Wellington Management Group
Massachusetts
$424K – – –
ECM
100
EII Capital Management
New York
$421K +$426K +41,674 New
2 3
4
5 6

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.