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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
RFC
201
Regions Financial Corp
Alabama
$386K -$17.8K -1,283 -5%
II
202
Inspire Investing
Idaho
$381K +$42.7K +3,080 +14%
SFA
203
Sequoia Financial Advisors
Ohio
$374K +$338K +24,421 New
Envestnet Asset Management
204
Envestnet Asset Management
Illinois
$373K -$165K -11,890 -33%
ISWM
205
Independent Solutions Wealth Management
New York
$360K -$7.41K -535 -2%
M&T Bank
206
M&T Bank
New York
$351K +$17.5K +1,261 +6%
BAM
207
Belpointe Asset Management
Nevada
$350K +$22.9K +1,655 +8%
CAM
208
Concorde Asset Management
Michigan
$350K -$13.4K -968 -4%
MC
209
Moors & Cabot
Massachusetts
$339K
VCA
210
Verdence Capital Advisors
Maryland
$327K +$3.63K +262 +1%
OC
211
Oppenheimer & Co
New York
$327K
HPCM
212
Hunter Perkins Capital Management
Illinois
$327K -$141K -10,200 -32%
I
213
InceptionR
California
$325K +$294K +21,238 New
GVAG
214
Great Valley Advisor Group
Delaware
$325K
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$322K +$12.3K +887 +4%
TI
216
Tidal Investments
Wisconsin
$309K -$205K -14,779 -42%
SWA
217
SFMG Wealth Advisors
Texas
$307K +$1.41K +102 +0.5%
MLICM
218
Metropolitan Life Insurance Company (MetLife)
New York
$305K -$166 -12 -0.1%
SAG
219
SageView Advisory Group
California
$297K +$272K +19,623 New
CAG
220
Csenge Advisory Group
Florida
$295K +$8.86K +640 +3%
XT
221
XTX Topco
Cayman Islands
$295K +$14.6K +1,057 +6%
MHS
222
M Holdings Securities
Oregon
$291K
SAM
223
Securian Asset Management
Minnesota
$289K -$1.39K -100 -0.5%
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
$287K +$74K +5,342 +40%
JF
225
Jump Financial
Illinois
$280K -$283K -20,432 -53%

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.