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Independence Realty Trust
IRT

60 hedge funds and large institutions have $76.4M invested in Independence Realty Trust in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 30 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 2

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

119% more capital invested

Capital invested by funds: $34.9M → $76.4M (+$41.6M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

46% more funds holding

Funds holding: 41 → 60 (+19)

9.82% more ownership

Funds ownership: 20.78% → 30.6% (+9.8%)

Holders
60
Holders Change
+19
Holders Change %
+46.34%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
24
Increased
30
Reduced
2
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$6.87M
2
HCM
Hilton Capital Management
New York
+$5.87M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.17M
4
BC
BHR Capital
New York
+$3.49M
5
EWP
Edmunds White Partners
Virginia
+$3.32M

Top Sellers

1
FP
Foundry Partners
Minnesota
-$212K
2
ACA
Anchor Capital Advisors
Massachusetts
-$151K
3
NCCM
Nine Chapters Capital Management
New Jersey
-$110K
4
RFC
Russell Frank Company
Washington
-$108K
5
Wells Fargo
Wells Fargo
California
-$61.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
BHR Capital
New York
$9.89M +$3.49M +350,000 +52%
RJA
2
Raymond James & Associates
Florida
$6.67M +$6.87M +688,980 New
AAP
3
Ardsley Advisory Partners
Connecticut
$6.53M +$1.75M +175,000 +35%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.88M +$4.17M +418,191 +221%
HCM
5
Hilton Capital Management
New York
$5.7M +$5.87M +588,450 New
N
6
Nuveen
North Carolina
$4.66M +$2.94M +294,546 +157%
EWP
7
Edmunds White Partners
Virginia
$3.22M +$3.32M +332,865 New
State of New Jersey Common Pension Fund D
8
State of New Jersey Common Pension Fund D
New Jersey
$3.19M – – –
YMRC
9
Yorktown Management & Research Company
Virginia
$2.8M +$1.72M +172,500 +147%
William Blair & Company
10
William Blair & Company
Illinois
$2.59M +$646K +64,695 +32%
RA
11
RMR Advisors
Massachusetts
$2.55M +$599K +60,000 +29%
OAM
12
Orinda Asset Management
California
$2.49M +$528K +52,900 +26%
BA
13
Bard Associates
Illinois
$2.21M +$723K +72,425 +47%
FP
14
Foundry Partners
Minnesota
$1.88M -$212K -21,200 -10%
Morgan Stanley
15
Morgan Stanley
New York
$1.47M +$1.25M +125,505 +481%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$1.16M +$1.2M +119,793 New
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.06M +$399K +40,000 +57%
EVC
18
Eidelman Virant Capital
Missouri
$1.04M +$220K +22,000 +26%
Goldman Sachs
19
Goldman Sachs
New York
$971K +$1M +100,338 New
AW
20
ACG Wealth
Georgia
$909K +$40.5K +4,054 +5%
MCM
21
Munder Capital Management
Michigan
$823K +$759K +76,100 +855%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$801K +$422K +42,276 +104%
TDC
23
Thompson Davis & Co
Virginia
$790K +$815K +81,634 New
SOAMC
24
Spirit of America Management Corp
New York
$761K +$785K +78,655 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$681K +$35.5K +3,560 +5%
1
2 3

IRT Hedge Fund Activity: Q3 2014 in Review

60 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2014, worth a combined $76.4M — up 119% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IRT positions and 5 closed out — a net gain of 19 holders — while 30 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $6.87M. The largest seller was Foundry Partners, cutting an estimated $212K.

  • 60 institutional investors held Independence Realty Trust (IRT) as of Q3 2014, up from 41 in Q2 2014.
  • Funds reported $76.4M of Independence Realty Trust stock for Q3 2014, up 119% quarter-over-quarter.
  • 24 funds opened new Independence Realty Trust positions in Q3 2014 and 5 closed out, a net change of +19 holders.
  • The largest Independence Realty Trust buyer in Q3 2014 was Raymond James & Associates, an estimated $6.87M added.
  • The largest Independence Realty Trust seller in Q3 2014 was Foundry Partners, an estimated $212K sold.

Based on aggregated 13F filings for Q3 2014.