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Independence Realty Trust
IRT

136 hedge funds and large institutions have $450M invested in Independence Realty Trust in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $901K | Put options by funds: $518K

7% more capital invested

Capital invested by funds: $421M → $450M (+$28.7M)

1.12% more ownership

Funds ownership: 68.43% → 69.56% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

6% less funds holding

Funds holding: 145 → 136 (-9)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
136
Holders Change
-9
Holders Change %
-6.21%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
21
Increased
46
Reduced
46
Closed
23
Calls
$901K
Puts
$518K
Net Calls
+$383K
Net Calls Change
+$555K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$44.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$18.9M
3
N
Nuveen
North Carolina
+$7.36M
4
Principal Financial Group
Principal Financial Group
Iowa
+$5.64M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.53M

Top Sellers

Rank Fund Capital Flow
1
SSA
Schonfeld Strategic Advisors
New York
-$8.78M
2
SM
Senvest Management
New York
-$4.25M
3
ECA
Endeavour Capital Advisors
Connecticut
-$4.23M
4
RGREA
Ranger Global Real Estate Advisors
Colorado
-$4.1M
5
SCA
Secor Capital Advisors
New York
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
101
Ameriprise
Minnesota
$102K +$99.1K +10,864 New
DLG
102
Daniel L. Goodwin
$101K – – –
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$100K +$97.3K +10,664 New
OWM
104
Orgel Wealth Management
Wisconsin
$97K +$94.2K +10,325 New
Mitsubishi UFJ Asset Management
105
Mitsubishi UFJ Asset Management
Japan
$96K -$912 -100 -1%
Millennium Management
106
Millennium Management
New York
$96K +$93.7K +10,272 New
GCP
107
GSA Capital Partners
United Kingdom
$95K -$833K -91,280 -90%
BP
108
BBR Partners
New York
$94K – – –
PWM
109
Perigon Wealth Management
California
$73K +$70.3K +7,700 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$70K – – –
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$62K -$28.4K -3,116 -32%
MFW
112
Mosaic Family Wealth
Missouri
$56K – – –
AG
113
Advisor Group
Arizona
$54K +$8.12K +890 +18%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$51K – – –
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$49K +$47.3K +5,187 New
Barclays
116
Barclays
United Kingdom
$45K +$11.6K +1,266 +36%
AIP
117
Ameritas Investment Partners
Nebraska
$44K +$43.2K +4,734 New
Daiwa Securities Group
118
Daiwa Securities Group
Japan
$40K +$10K +1,100 +35%
Citigroup
119
Citigroup
New York
$38K -$523K -57,308 -93%
MA
120
MUFG Americas
New York
$38K +$4.69K +514 +14%
OAM
121
Oppenheimer Asset Management
New York
$38K +$37.4K +4,097 New
NIT
122
NumerixS Investment Technologies
British Columbia, Canada
$37K -$19.2K -2,100 -35%
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$34.5K -$411 -45 -1%
RCG
124
Ruggie Capital Group
Florida
$29K – – –
SIM
125
Sonora Investment Management
Arizona
$18.7K – – –
3 4
5
6 7

IRT Hedge Fund Activity: Q1 2017 in Review

136 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2017, worth a combined $450M — up 6.8% from $421M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IRT and 21 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $44.1M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $8.78M sold.

  • 136 institutional investors held Independence Realty Trust (IRT) as of Q1 2017, down from 145 in Q4 2016.
  • Funds reported $450M of Independence Realty Trust stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 21 funds opened new Independence Realty Trust positions in Q1 2017 and 23 closed out, a net change of -2 holders.
  • The largest Independence Realty Trust buyer in Q1 2017 was BlackRock, an estimated $44.1M added.
  • The largest Independence Realty Trust seller in Q1 2017 was Schonfeld Strategic Advisors, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2017.