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Independence Realty Trust

355 hedge funds and large institutions have $3.55B invested in Independence Realty Trust in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $497K

14% more capital invested

Capital invested by funds: $3.12B → $3.55B (+$429M)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

1% more funds holding

Funds holding: 352355 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 86.73%86.73% (+0%)

3% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 133

Holders
355
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
129
Reduced
133
Closed
34
Calls
$1.2M
Puts
$497K
Net Calls
+$698K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
176
American Century Companies
Missouri
$713K +$233K +13,635 +53%
IRAG
177
Investment Research & Advisory Group
Georgia
$694K
WHG
178
Westwood Holdings Group
Texas
$676K
SMDAM
179
Sumitomo Mitsui DS Asset Management
Japan
$672K +$76.7K +4,493 +14%
Mariner
180
Mariner
Kansas
$643K +$23.1K +1,351 +4%
First Trust Advisors
181
First Trust Advisors
Illinois
$619K -$32.9K -1,927 -5%
X
182
Xponance
Pennsylvania
$598K -$36.5K -2,140 -6%
VIA
183
Vident Investment Advisory
Georgia
$596K -$27.4K -1,607 -5%
PCM
184
Penn Capital Management
Pennsylvania
$592K -$7.94K -465 -1%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$586K -$22.9K -1,339 -4%
BPCE
186
Bank Pictet & Cie (Europe)
Germany
$585K +$548K +32,108 New
HPCM
187
Hunter Perkins Capital Management
Illinois
$576K
SOS
188
Silver Oak Securities
Tennessee
$576K +$540K +31,626 New
IAS
189
Investment Advisory Services
Texas
$569K
CAG
190
Csenge Advisory Group
Florida
$567K +$1.86K +109 +0.4%
PCM
191
Pointe Capital Management
Michigan
$566K
FM
192
Foster & Motley
Ohio
$564K +$213K +12,492 +68%
SEP
193
Southland Equity Partners
Missouri
$563K
PCM
194
Penserra Capital Management
California
$558K +$36.4K +2,133 +7%
BAM
195
Belpointe Asset Management
Nevada
$552K -$131K -7,669 -20%
KWS
196
Keystone Wealth Services
California
$550K
AQR Capital Management
197
AQR Capital Management
Connecticut
$548K +$281K +16,482 +121%
CG
198
CFO4Life Group
Texas
$540K +$2.19K +128 +0.4%
PL
199
Perpetual Ltd
Australia
$513K -$30.6K -1,790 -6%
Chevy Chase Trust
200
Chevy Chase Trust
Maryland
$511K

IRT Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2023, worth a combined $3.55B — up 14% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IRT positions and 34 closed out — a net gain of 4 holders — while 129 added to existing stakes and 133 trimmed.

The largest buyer was BlackRock, adding an estimated $53M. The largest seller was AllianceBernstein, cutting an estimated $26.5M.

  • 355 institutional investors held Independence Realty Trust (IRT) as of Q2 2023, up from 352 in Q1 2023.
  • Funds reported $3.55B of Independence Realty Trust stock for Q2 2023, up 14% quarter-over-quarter.
  • 38 funds opened new Independence Realty Trust positions in Q2 2023 and 34 closed out, a net change of +4 holders.
  • The largest Independence Realty Trust buyer in Q2 2023 was BlackRock, an estimated $53M added.
  • The largest Independence Realty Trust seller in Q2 2023 was AllianceBernstein, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2023.