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Independence Realty Trust

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: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 125

7% less funds holding

Funds holding: 359334 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IRAG
176
Investment Research & Advisory Group
Georgia
$552K -$41.7K -3,011 -8%
PS
177
Pensionfund Sabic
Netherlands
$536K +$41.6K +3,000 +9%
Mariner
178
Mariner
Kansas
$535K -$10.5K -757 -2%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$518K +$31K +2,236 +7%
Pacer Advisors
180
Pacer Advisors
Pennsylvania
$517K +$207K +14,967 +80%
AIM
181
Aurora Investment Managers
Florida
$511K +$178K +12,876 +63%
NYLIM
182
New York Life Investment Management
New York
$506K +$458K +33,046 New
First Trust Advisors
183
First Trust Advisors
Illinois
$504K -$2.38M -171,793 -84%
AFP
184
Ausdal Financial Partners
Iowa
$499K +$83.8K +6,051 +23%
X
185
Xponance
Pennsylvania
$499K +$2.74K +198 +0.6%
PCM
186
Penn Capital Management
Pennsylvania
$497K
BPCE
187
Bank Pictet & Cie (Europe)
Germany
$494K
VanEck Associates
188
VanEck Associates
New York
$484K +$72K +5,200 +20%
MCC
189
Money Concepts Capital
Florida
$481K +$70.8K +5,115 +19%
PCM
190
Pointe Capital Management
Michigan
$475K
SEP
191
Southland Equity Partners
Missouri
$472K
KWS
192
Keystone Wealth Services
California
$462K
CG
193
CFO4Life Group
Texas
$456K +$6.05K +437 +1%
KeyBank National Association
194
KeyBank National Association
Ohio
$432K +$59.7K +4,313 +18%
Federated Hermes
195
Federated Hermes
Pennsylvania
$431K -$52.9K -3,822 -12%
Chevy Chase Trust
196
Chevy Chase Trust
Maryland
$429K
NAM
197
Nissay Asset Management
Japan
$427K +$18.2K +1,317 +5%
IAS
198
Investment Advisory Services
Texas
$427K -$46K -3,320 -11%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$422K +$64.6K +4,664 +20%
SAM
200
Shell Asset Management
Netherlands
$390K -$4.2K -303 -1%

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.