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Independence Realty Trust
IRT

Overview Fund Activity

329 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, 128 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
-1
Holders Change %
-0.3%
% of All Funds
4.77%
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
128
Closed
38
Calls
$948K
Puts
$966K
Net Calls
-$18K
Net Calls Change
-$5.2M

Top Buyers

1
LPC
1
Long Pond Capital
New York
$168M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$204M
3
GA
3
GRS Advisors
Illinois
$33.4M
4
HRES
4
Heitman Real Estate Securities
Illinois
$22M
5
Goldman Sachs
5
Goldman Sachs
New York
$26M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.4M
2
UBS Group
2
UBS Group
Switzerland
$6.98M
3
State Street
3
State Street
Massachusetts
$206M
4
BlackRock
4
BlackRock
New York
$562M
5
Norges Bank
5
Norges Bank
Norway
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
201
Concorde Asset Management
Michigan
$394K +$25.6K +1,584 +7%
M&T Bank
202
M&T Bank
New York
$377K +$6.78K +420 +2%
BAM
203
Belpointe Asset Management
Nevada
$358K -$11.4K -706 -3%
II
204
Inspire Investing
Idaho
$357K -$45K -2,791 -11%
AWM
205
AE Wealth Management
Kansas
$353K -$341K -21,111 -49%
AWS
206
Atria Wealth Solutions
New York
$351K +$182K +11,220 +108%
Squarepoint
207
Squarepoint
New York
$343K -$1.36M -84,589 -80%
GVAG
208
Great Valley Advisor Group
Delaware
$338K -$4.84K -300 -1%
SWA
209
SFMG Wealth Advisors
Texas
$325K +$1.55K +96 +0.5%
OC
210
Oppenheimer & Co
New York
$313K -$32.3K -2,000 -9%
TI
211
Tidal Investments
Wisconsin
$311K -$14.7K -909 -5%
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$303K -$18.9K -1,169 -6%
Baird Financial Group
213
Baird Financial Group
Wisconsin
$301K +$68.8K +4,264 +30%
SAM
214
Securian Asset Management
Minnesota
$298K -$7.28K -451 -2%
ISWM
215
Independent Solutions Wealth Management
New York
$294K -$86.4K -5,356 -23%
PAMG
216
Patton Albertson Miller Group
Tennessee
$293K – – –
USAA
217
United Services Automobile Association
Texas
$292K +$15.8K +981 +6%
Kovitz Investment Group Partners
218
Kovitz Investment Group Partners
Illinois
$290K – – –
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$284K +$7.9K +489 +3%
CAG
220
Csenge Advisory Group
Florida
$284K -$27.6K -1,708 -9%
VCM
221
Vivaldi Capital Management
Illinois
$272K -$2.04K -121 -0.7%
BFG
222
Bleakley Financial Group
New Jersey
$272K +$2.92K +181 +1%
SW
223
Simplicity Wealth
New Jersey
$272K +$272K +16,872 New
HPA
224
High Probability Advisors
New York
$268K – – –
MC
225
Moors & Cabot
Massachusetts
$266K -$91.5K -5,674 -26%
7 8
9
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