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Independence Realty Trust

41 hedge funds and large institutions have $34.9M invested in Independence Realty Trust in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5% more funds holding

Funds holding: 3941 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

3.04% less ownership

Funds ownership: 23.82%20.78% (-3%)

7% less capital invested

Capital invested by funds: $37.7M → $34.9M (-$2.77M)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
10
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
BHR Capital
New York
$6.35M +$734K +81,350 +14%
AAP
2
Ardsley Advisory Partners
Connecticut
$4.73M
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$3.12M +$2.98M +330,000 New
FP
4
Foundry Partners
Minnesota
$2.04M -$267K -29,555 -12%
OAM
5
Orinda Asset Management
California
$1.93M +$253K +27,996 +16%
RA
6
RMR Advisors
Massachusetts
$1.93M
William Blair & Company
7
William Blair & Company
Illinois
$1.92M -$20.6K -2,280 -1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.79M +$13.5K +1,500 +0.8%
N
9
Nuveen
North Carolina
$1.77M +$97.5K +10,808 +6%
BA
10
Bard Associates
Illinois
$1.47M
YMRC
11
Yorktown Management & Research Company
Virginia
$1.11M -$657K -72,800 -38%
AW
12
ACG Wealth
Georgia
$850K -$317K -35,139 -28%
EVC
13
Eidelman Virant Capital
Missouri
$806K -$181K -20,000 -19%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$662K
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$631K -$156K -17,260 -21%
SIC
16
Salem Investment Counselors
North Carolina
$426K
Geode Capital Management
17
Geode Capital Management
Massachusetts
$383K
FAAS
18
First Allied Advisory Services
California
$346K +$95.8K +10,619 +41%
GCP
19
GSA Capital Partners
United Kingdom
$269K +$256K +28,400 New
Morgan Stanley
20
Morgan Stanley
New York
$247K +$96.4K +10,681 +69%
NI
21
Numeric Investors
Massachusetts
$243K +$231K +25,641 New
Northern Trust
22
Northern Trust
Illinois
$230K +$72.7K +8,052 +49%
BFA
23
BlackRock Fund Advisors
California
$223K +$6.07K +672 +3%
Wells Fargo
24
Wells Fargo
California
$207K +$34.5K +3,820 +21%
MC
25
Menta Capital
California
$205K +$195K +21,656 New

IRT Hedge Fund Activity: Q2 2014 in Review

41 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2014, worth a combined $34.9M — down 7.3% from $37.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IRT positions and 8 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $2.98M. The largest seller was Bulldog Investors, exiting entirely with an estimated $3.22M sold.

  • 41 institutional investors held Independence Realty Trust (IRT) as of Q2 2014, up from 39 in Q1 2014.
  • Funds reported $34.9M of Independence Realty Trust stock for Q2 2014, down 7.3% quarter-over-quarter.
  • 11 funds opened new Independence Realty Trust positions in Q2 2014 and 8 closed out, a net change of +3 holders.
  • The largest Independence Realty Trust buyer in Q2 2014 was State of New Jersey Common Pension Fund D, an estimated $2.98M added.
  • The largest Independence Realty Trust seller in Q2 2014 was Bulldog Investors, an estimated $3.22M sold.

Based on aggregated 13F filings for Q2 2014.