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Independence Realty Trust
IRT

158 hedge funds and large institutions have $511M invested in Independence Realty Trust in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

610% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $244K

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

91% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 35

16% more funds holding

Funds holding: 136 → 158 (+22)

14% more capital invested

Capital invested by funds: $450M → $511M (+$61.1M)

5.31% more ownership

Funds ownership: 69.56% → 74.87% (+5.3%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
158
Holders Change
+22
Holders Change %
+16.18%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
36
Increased
67
Reduced
35
Closed
14
Calls
$1.73M
Puts
$244K
Net Calls
+$1.49M
Net Calls Change
+$1.11M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.1M
2
PFC
Phocas Financial Corp
California
+$10.4M
3
GXMC
Global X Management Company
New York
+$9.69M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.57M
5
Principal Financial Group
Principal Financial Group
Iowa
+$4.43M

Top Sellers

1
HCM
Hilton Capital Management
New York
-$11.2M
2
VOAM
Vertex One Asset Management
British Columbia, Canada
-$7.13M
3
N
Nuveen
North Carolina
-$6.55M
4
Morgan Stanley
Morgan Stanley
New York
-$4.08M
5
PAM
PVG Asset Management
Colorado
-$3.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$249K +$239K +25,208 New
Federated Hermes
102
Federated Hermes
Pennsylvania
$247K – – –
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$239K +$230K +24,200 New
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$232K +$188K +19,817 +538%
GCP
105
GSA Capital Partners
United Kingdom
$227K +$122K +12,866 +127%
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$221K +$361 +38 +0.2%
Credit Agricole
107
Credit Agricole
France
$218K +$62.9K +6,622 +43%
NCCM
108
Nine Chapters Capital Management
New Jersey
$213K +$205K +21,600 New
VKH
109
Virtu KCG Holdings
New York
$202K +$18K +1,900 +10%
Jane Street
110
Jane Street
New York
$192K +$185K +19,473 New
RCA
111
Rowland Carmichael Advisors
Arizona
$188K -$14.2K -1,500 -7%
BTS
112
BB&T Securities
Virginia
$186K -$20.5K -2,155 -10%
SBIA
113
Sheaff Brock Investment Advisors
Indiana
$172K – – –
PCM
114
Prelude Capital Management
New York
$171K +$164K +17,300 New
WA
115
WFG Advisors
Texas
$171K +$165K +17,353 New
PAG
116
Private Advisor Group
New Jersey
$170K +$166K +17,440 New
First Trust Advisors
117
First Trust Advisors
Illinois
$147K -$20.5K -2,160 -13%
MSA
118
Mason Street Advisors
Wisconsin
$144K +$139K +14,632 New
RJFSA
119
Raymond James Financial Services Advisors
Florida
$142K +$13.3K +1,400 +11%
MERSOM
120
Municipal Employees' Retirement System of Michigan
Michigan
$138K +$133K +14,020 New
GKIM
121
GW&K Investment Management
Massachusetts
$136K +$130K +13,740 New
PIA
122
Piedmont Investment Advisors
North Carolina
$127K +$122K +12,829 New
TRSOTSOK
123
Teachers Retirement System of the State of Kentucky
Kentucky
$125K +$121K +12,700 New
WS
124
Wedbush Securities
California
$123K -$6.32K -665 -5%
O
125
OppenheimerFunds
New York
$123K +$118K +12,432 New
3 4
5
6 7

IRT Hedge Fund Activity: Q2 2017 in Review

158 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2017, worth a combined $511M — up 14% from $450M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IRT positions and 14 closed out — a net gain of 22 holders — while 67 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $17.1M. The largest seller was Hilton Capital Management, exiting entirely with an estimated $11.2M sold.

  • 158 institutional investors held Independence Realty Trust (IRT) as of Q2 2017, up from 136 in Q1 2017.
  • Funds reported $511M of Independence Realty Trust stock for Q2 2017, up 14% quarter-over-quarter.
  • 36 funds opened new Independence Realty Trust positions in Q2 2017 and 14 closed out, a net change of +22 holders.
  • The largest Independence Realty Trust buyer in Q2 2017 was BlackRock, an estimated $17.1M added.
  • The largest Independence Realty Trust seller in Q2 2017 was Hilton Capital Management, an estimated $11.2M sold.

Based on aggregated 13F filings for Q2 2017.