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Independence Realty Trust

362 hedge funds and large institutions have $3.24B invested in Independence Realty Trust in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 128 increasing their positions, 120 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.9% more ownership

Funds ownership: 83.04%86.94% (+3.9%)

7% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 120

6% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $3.09B → $3.24B (+$148M)

1% more call options, than puts

Call options by funds: $387K | Put options by funds: $384K

1% less funds holding

Funds holding: 364362 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
-2
Holders Change %
-0.55%
% of All Funds
5.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
50
Increased
128
Reduced
120
Closed
47
Calls
$387K
Puts
$384K
Net Calls
+$3K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
126
Chartwell Investment Partners
Pennsylvania
$1.54M +$95.6K +5,650 +7%
AIP
127
Ameritas Investment Partners
Nebraska
$1.54M +$188K +11,122 +15%
IFG
128
Independent Financial Group
California
$1.54M -$108K -6,377 -7%
HighTower Advisors
129
HighTower Advisors
Illinois
$1.52M -$756K -44,712 -33%
BB
130
Bell Bank
North Dakota
$1.48M
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$1.48M -$271K -16,050 -15%
UBS Group
132
UBS Group
Switzerland
$1.48M +$693K +40,961 +88%
SSWM
133
Sheets Smith Wealth Management
North Carolina
$1.47M
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$1.43M +$611K +36,100 +74%
TFCM
135
Taylor Frigon Capital Management
Arizona
$1.31M -$34.4K -2,031 -3%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$1.3M -$254K -14,991 -16%
VVP
137
Venture Visionary Partners
Ohio
$1.27M
AUB
138
Atlantic Union Bankshares
Virginia
$1.27M -$25.8K -1,525 -2%
SG Americas Securities
139
SG Americas Securities
New York
$1.26M -$859K -50,777 -40%
Natixis Advisors
140
Natixis Advisors
Massachusetts
$1.24M -$282K -16,676 -19%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$1.14M +$26.9K +1,590 +2%
LAM
142
Lifestyle Asset Management
Texas
$1.13M +$1.14M +67,191 New
UCFA
143
United Capital Financial Advisors
Texas
$1.13M -$154K -9,088 -12%
SAM
144
Storebrand Asset Management
Norway
$1.11M +$521K +30,773 +87%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.11M +$22.5K +1,328 +2%
VanEck Associates
146
VanEck Associates
New York
$1.11M +$76.9K +4,547 +7%
BRWA
147
B. Riley Wealth Advisors
Florida
$1.11M +$13.9K +821 +1%
CWS
148
Cypress Wealth Services
California
$1.09M -$153K -9,050 -12%
LCM
149
LDR Capital Management
New York
$1.07M +$25K +1,478 +2%
ASRS
150
Arizona State Retirement System
Arizona
$1.06M +$43.3K +2,562 +4%

IRT Hedge Fund Activity: Q4 2022 in Review

362 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2022, worth a combined $3.24B — up 4.8% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IRT positions and 47 closed out — a net gain of 3 holders — while 128 added to existing stakes and 120 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $77.4M. The largest seller was Long Pond Capital, cutting an estimated $84.6M.

  • 362 institutional investors held Independence Realty Trust (IRT) as of Q4 2022, down from 364 in Q3 2022.
  • Funds reported $3.24B of Independence Realty Trust stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 50 funds opened new Independence Realty Trust positions in Q4 2022 and 47 closed out, a net change of +3 holders.
  • The largest Independence Realty Trust buyer in Q4 2022 was T. Rowe Price Investment Management, an estimated $77.4M added.
  • The largest Independence Realty Trust seller in Q4 2022 was Long Pond Capital, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2022.