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Independence Realty Trust

333 hedge funds and large institutions have $3.2B invested in Independence Realty Trust in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 109 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

1% more capital invested

Capital invested by funds: $3.17B → $3.2B (+$29.7M)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

0% less funds holding

Funds holding: 334333 (-1)

2% less call options, than puts

Call options by funds: $948K | Put options by funds: $966K

3.89% less ownership

Funds ownership: 92.25%88.36% (-3.9%)

16% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 130

Holders
333
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
109
Reduced
130
Closed
38
Calls
$948K
Puts
$966K
Net Calls
-$18K
Net Calls Change
-$5.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
201
Investment Advisory Services
Texas
$410K -$38K -2,485 -9%
RFC
202
Regions Financial Corp
Alabama
$398K -$8.53K -558 -2%
CWS
203
Cypress Wealth Services
California
$394K -$230K -15,060 -38%
CAM
204
Concorde Asset Management
Michigan
$394K +$24.2K +1,584 +7%
M&T Bank
205
M&T Bank
New York
$377K +$6.42K +420 +2%
BAM
206
Belpointe Asset Management
Nevada
$358K -$10.8K -706 -3%
II
207
Inspire Investing
Idaho
$357K -$42.7K -2,791 -11%
AWM
208
AE Wealth Management
Kansas
$353K -$323K -21,111 -49%
AWS
209
Atria Wealth Solutions
New York
$351K +$171K +11,220 +108%
Squarepoint
210
Squarepoint
New York
$343K -$1.29M -84,589 -80%
GVAG
211
Great Valley Advisor Group
Delaware
$338K -$4.58K -300 -1%
SWA
212
SFMG Wealth Advisors
Texas
$325K +$1.47K +96 +0.5%
OC
213
Oppenheimer & Co
New York
$313K -$30.6K -2,000 -9%
TI
214
Tidal Investments
Wisconsin
$311K -$13.9K -909 -5%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$303K -$17.9K -1,169 -6%
Baird Financial Group
216
Baird Financial Group
Wisconsin
$301K +$65.2K +4,264 +30%
SAM
217
Securian Asset Management
Minnesota
$298K -$6.89K -451 -2%
ISWM
218
Independent Solutions Wealth Management
New York
$294K -$81.9K -5,356 -23%
PAMG
219
Patton Albertson Miller Group
Tennessee
$293K
USAA
220
United Services Automobile Association
Texas
$292K +$15K +981 +6%
Kovitz Investment Group Partners
221
Kovitz Investment Group Partners
Illinois
$290K
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$284K +$7.47K +489 +3%
CAG
223
Csenge Advisory Group
Florida
$284K -$26.1K -1,708 -9%
VCM
224
Vivaldi Capital Management
Illinois
$272K -$1.85K -121 -0.7%
BFG
225
Bleakley Financial Group
New Jersey
$272K +$2.77K +181 +1%

IRT Hedge Fund Activity: Q1 2024 in Review

333 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2024, worth a combined $3.2B — up 0.94% from $3.17B a quarter earlier.

Fund positioning in IRT was balanced in Q1 2024: 38 funds opened new positions, 38 closed out, 109 added to existing stakes and 130 trimmed.

The largest buyer was Long Pond Capital, adding an estimated $107M. The largest seller was Morgan Stanley, cutting an estimated $241M.

  • 333 institutional investors held Independence Realty Trust (IRT) as of Q1 2024, down from 334 in Q4 2023.
  • Funds reported $3.2B of Independence Realty Trust stock for Q1 2024, up 0.94% quarter-over-quarter.
  • 38 funds opened new Independence Realty Trust positions in Q1 2024 and 38 closed out, a net change of 0 holders.
  • The largest Independence Realty Trust buyer in Q1 2024 was Long Pond Capital, an estimated $107M added.
  • The largest Independence Realty Trust seller in Q1 2024 was Morgan Stanley, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2024.