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Independence Realty Trust
IRT

Overview Fund Activity

330 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, 114 increasing their positions, 125 reducing their positions, and 58 closing their positions.

Holders
330
Holders Change
-25
Holders Change %
-7.04%
% of All Funds
4.84%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
114
Reduced
125
Closed
58
Calls
$6.24M
Puts
$1.05M
Net Calls
+$5.18M
Net Calls Change
+$5.5M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$265M
2
UBS Group
2
UBS Group
Switzerland
$47.5M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$160M
4
WCP
4
Waterfront Capital Partners
New York
$30.4M
5
CIM
5
Centersquare Investment Management
Pennsylvania
$33.7M

Top Sellers

1
LPC
1
Long Pond Capital
New York
$52.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$1.3M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$18.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$11.2M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$373K 24,366 -11,890 -33%
ISWM
202
Independent Solutions Wealth Management
New York
$360K 23,553 -535 -2%
M&T Bank
203
M&T Bank
New York
$351K 22,941 +1,261 +6%
BAM
204
Belpointe Asset Management
Nevada
$350K 22,872 +1,655 +8%
CAM
205
Concorde Asset Management
Michigan
$350K 22,845 -968 -4%
MC
206
Moors & Cabot
Massachusetts
$339K 22,162 – –
VCA
207
Verdence Capital Advisors
Maryland
$327K 21,403 +262 +1%
OC
208
Oppenheimer & Co
New York
$327K 21,379 – –
HPCM
209
Hunter Perkins Capital Management
Illinois
$327K 21,387 -10,200 -32%
I
210
InceptionR
California
$325K 21,238 +21,238 New
GVAG
211
Great Valley Advisor Group
Delaware
$325K 21,237 – –
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$322K 21,057 +887 +4%
TI
213
Tidal Investments
Wisconsin
$309K 20,200 -14,779 -42%
SWA
214
SFMG Wealth Advisors
Texas
$307K 20,038 +102 +0.5%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$305K 19,962 -12 -0.1%
SAG
216
SageView Advisory Group
California
$297K 19,623 +19,623 New
CAG
217
Csenge Advisory Group
Florida
$295K 19,307 +640 +3%
XT
218
XTX Topco
Cayman Islands
$295K 19,293 +1,057 +6%
MHS
219
M Holdings Securities
Oregon
$291K 19,026 – –
SAM
220
Securian Asset Management
Minnesota
$289K 18,907 -100 -0.5%
Koshinski Asset Management
221
Koshinski Asset Management
Illinois
$287K 18,781 +5,342 +40%
JF
222
Jump Financial
Illinois
$280K 18,303 -20,432 -53%
B
223
Bailard
California
$279K 18,215 +1,115 +7%
PAMG
224
Patton Albertson Miller Group
Tennessee
$278K 18,156 – –
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$275K 18,000 – –
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9
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