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Independence Realty Trust
IRT

334 hedge funds and large institutions have $3.17B invested in Independence Realty Trust in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 125 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $6.24M | Put options by funds: $1.05M

18% more capital invested

Capital invested by funds: $2.69B → $3.17B (+$485M)

7.27% more ownership

Funds ownership: 84.98% → 92.25% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 125

7% less funds holding

Funds holding: 359 → 334 (-25)

38% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 58

Holders
334
Holders Change
-25
Holders Change %
-6.96%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
117
Reduced
125
Closed
58
Calls
$6.24M
Puts
$1.05M
Net Calls
+$5.18M
Net Calls Change
+$5.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$223M
2
UBS Group
UBS Group
Switzerland
+$41.9M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$26.6M
4
WCP
Waterfront Capital Partners
New York
+$24.8M
5
CIM
Centersquare Investment Management
Pennsylvania
+$19M

Top Sellers

1
LPC
Long Pond Capital
New York
-$76.6M
2
Prudential Financial
Prudential Financial
New Jersey
-$26.2M
3
N
Nuveen
North Carolina
-$25.3M
4
Goldman Sachs
Goldman Sachs
New York
-$16M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
101
Squarepoint
New York
$1.62M -$1.08M -78,330 -43%
AFM
102
Anson Funds Management
Texas
$1.62M -$222K -16,000 -13%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$1.61M -$2.12K -153 -0.1%
YCM
104
Yousif Capital Management
Michigan
$1.6M +$5.54K +400 +0.4%
CA
105
Cetera Advisors
Colorado
$1.59M -$54.1K -3,909 -4%
Ensign Peak Advisors
106
Ensign Peak Advisors
Utah
$1.57M +$99.7K +7,200 +8%
Simplex Trading
107
Simplex Trading
Illinois
$1.49M +$1.35M +97,573 New
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$1.42M +$189K +13,663 +17%
COPPSERS
109
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.38M +$621K +44,814 +99%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$1.37M +$4.89K +353 +0.4%
Citigroup
111
Citigroup
New York
$1.37M +$275K +19,868 +29%
BB
112
Bell Bank
North Dakota
$1.35M – – –
SSWM
113
Sheets Smith Wealth Management
North Carolina
$1.33M – – –
PCIA
114
Prime Capital Investment Advisors
Kansas
$1.33M -$443K -31,950 -27%
Prudential Financial
115
Prudential Financial
New Jersey
$1.3M -$26.2M -1,890,346 -96%
IFG
116
Independent Financial Group
California
$1.28M +$20K +1,446 +2%
AIP
117
Ameritas Investment Partners
Nebraska
$1.27M +$138K +9,990 +14%
PDN
118
Pensionfund DSM Netherlands
Netherlands
$1.25M +$97K +7,000 +9%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M -$1.23M -88,972 -52%
SG Americas Securities
120
SG Americas Securities
New York
$1.2M -$463K -33,411 -30%
CIC
121
Cornercap Investment Counsel
Georgia
$1.2M +$25.7K +1,855 +2%
TFCM
122
Taylor Frigon Capital Management
Arizona
$1.19M -$4.99K -360 -0.5%
Creative Planning
123
Creative Planning
Kansas
$1.17M -$284K -20,475 -21%
VVP
124
Venture Visionary Partners
Ohio
$1.16M – – –
LCM
125
LDR Capital Management
New York
$1.15M +$103K +7,420 +11%
3 4
5
6 7

IRT Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2023, worth a combined $3.17B — up 18% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of IRT and 36 opened new positions — a net loss of 22 holders — while 125 trimmed existing stakes and 117 added.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was Long Pond Capital, cutting an estimated $76.6M.

  • 334 institutional investors held Independence Realty Trust (IRT) as of Q4 2023, down from 359 in Q3 2023.
  • Funds reported $3.17B of Independence Realty Trust stock for Q4 2023, up 18% quarter-over-quarter.
  • 36 funds opened new Independence Realty Trust positions in Q4 2023 and 58 closed out, a net change of -22 holders.
  • The largest Independence Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $223M added.
  • The largest Independence Realty Trust seller in Q4 2023 was Long Pond Capital, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2023.