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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
IA
151
IFP Advisors
Florida
$11K +$3.67K +387 +56%
CG
152
Cutler Group
California
$9K – – –
AIM
153
Acrospire Investment Management
Illinois
$7K +$7.07K +744 New
TRCT
154
Tower Research Capital (TRC)
New York
$4K +$2.85K +300 +400%
Creative Planning
155
Creative Planning
Kansas
$4K +$3.8K +400 New
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$2K +$161 +17 +11%
First Manhattan
157
First Manhattan
New York
$1K – – –
PA
158
Parallel Advisors
California
$1K +$1.22K +128 New
HCM
159
Hilton Capital Management
New York
– -$11.2M -1,195,590 Closed
TC
160
TFS Capital
Pennsylvania
– -$436K -46,572 Closed
MPAM
161
Monarch Partners Asset Management
Massachusetts
– -$318K -33,920 Closed
IPC
162
Independent Portfolio Consultants
Florida
– -$274K -29,255 Closed
MC
163
Menta Capital
California
– -$214K -22,811 Closed
MCM
164
Matarin Capital Management
New York
– -$184K -19,624 Closed
EA
165
Emerald Advisers
Pennsylvania
– -$163K -17,357 Closed
ARTA
166
A.R.T. Advisors
New York
– -$157K -16,842 Closed
Squarepoint
167
Squarepoint
New York
– -$113K -12,042 Closed
OWM
168
Orgel Wealth Management
Wisconsin
– -$97K -10,325 Closed
NIT
169
NumerixS Investment Technologies
British Columbia, Canada
– -$37K -3,900 Closed
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
– -$1K -86 Closed
PFO
171
Pathstone Family Office
New Jersey
– -$1K -67 Closed
Simplex Trading
172
Simplex Trading
Illinois
– -$47 -5 Closed
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.