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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
YIA
201
YHB Investment Advisors
Connecticut
$465K +$34.9K +2,066 +8%
JSL
202
JT Stratford LLC
Georgia
$451K +$26.9K +1,593 +6%
TCM
203
Triumph Capital Management
Colorado
$446K +$448K +26,476 New
PCM
204
Penn Capital Management
Pennsylvania
$445K
OIA
205
OneDigital Investment Advisors
Kansas
$440K -$18.1K -1,068 -4%
Federated Hermes
206
Federated Hermes
Pennsylvania
$428K -$44.5K -2,630 -9%
WHG
207
Westwood Holdings Group
Texas
$422K +$423K +25,000 New
DCM
208
Dupont Capital Management
Delaware
$417K +$418K +24,707 New
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$409K -$973K -57,512 -70%
AFWM
210
AMJ Financial Wealth Management
Virginia
$408K +$95.9K +5,672 +31%
ISWM
211
Independent Solutions Wealth Management
New York
$406K
NAM
212
Nissay Asset Management
Japan
$401K +$2.64K +156 +0.7%
USAA
213
United Services Automobile Association
Texas
$398K
CWA
214
Clarus Wealth Advisors
Arizona
$386K +$48.7K +2,882 +14%
Truist Financial
215
Truist Financial
North Carolina
$383K +$74.4K +4,401 +24%
PRC
216
Pearl River Capital
Michigan
$378K -$89.8K -5,306 -19%
American Century Companies
217
American Century Companies
Missouri
$377K +$132K +7,801 +54%
GVAG
218
Great Valley Advisor Group
Delaware
$359K -$187K -11,064 -34%
KeyBank National Association
219
KeyBank National Association
Ohio
$357K
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$353K -$113K -6,694 -24%
CP
221
Castleview Partners
Texas
$350K +$271 +16 +0.1%
NMIMC
222
Northwestern Mutual Investment Management Company
Wisconsin
$349K -$191K -11,320 -35%
MWM
223
Mission Wealth Management
California
$349K +$350K +20,676 New
MLICM
224
Metropolitan Life Insurance Company (MetLife)
New York
$348K +$507 +30 +0.1%
SAM
225
Securian Asset Management
Minnesota
$347K +$5.31K +314 +2%

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.