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Independence Realty Trust
IRT

83 hedge funds and large institutions have $116M invested in Independence Realty Trust in 2015 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

14% more funds holding

Funds holding: 73 → 83 (+10)

10% more capital invested

Capital invested by funds: $105M → $116M (+$10.4M)

2.71% more ownership

Funds ownership: 35.51% → 38.21% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
32
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
William Blair & Company
William Blair & Company
Illinois
+$2.81M
2
N
Nuveen
North Carolina
+$2.52M
3
HCM
Hilton Capital Management
New York
+$1.14M
4
Deutsche Bank
Deutsche Bank
Germany
+$1.13M
5
RA
RMR Advisors
Massachusetts
+$821K

Top Sellers

1
PAM
PVG Asset Management
Colorado
-$1.82M
2
BI
Bulldog Investors
New Jersey
-$1.19M
3
Morgan Stanley
Morgan Stanley
New York
-$1.05M
4
TDC
Thompson Davis & Co
Virginia
-$826K
5
AW
ACG Wealth
Georgia
-$520K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1
BHR Capital
New York
$14M – – –
AAP
2
Ardsley Advisory Partners
Connecticut
$10.4M – – –
N
3
Nuveen
North Carolina
$9.52M +$2.52M +267,176 +36%
RJA
4
Raymond James & Associates
Florida
$7.46M +$42.8K +4,542 +0.6%
HCM
5
Hilton Capital Management
New York
$6.92M +$1.14M +121,535 +20%
William Blair & Company
6
William Blair & Company
Illinois
$6.24M +$2.81M +297,785 +83%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.15M +$343K +36,426 +6%
PAM
8
PVG Asset Management
Colorado
$5.91M -$1.82M -193,476 -24%
YMRC
9
Yorktown Management & Research Company
Virginia
$3.74M – – –
RA
10
RMR Advisors
Massachusetts
$3.71M +$821K +87,195 +29%
Morgan Stanley
11
Morgan Stanley
New York
$3.62M -$1.05M -110,957 -23%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$3.23M +$94.2K +10,000 +3%
OAM
13
Orinda Asset Management
California
$3.1M -$165K -17,471 -5%
FP
14
Foundry Partners
Minnesota
$2.34M +$342K +36,250 +17%
BA
15
Bard Associates
Illinois
$2.11M -$49K -5,200 -2%
EVC
16
Eidelman Virant Capital
Missouri
$1.53M +$37.7K +4,000 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.38M +$140K +14,881 +11%
WCM
18
Wedge Capital Management
North Carolina
$1.29M – – –
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$1.27M – – –
Deutsche Bank
20
Deutsche Bank
Germany
$1.2M +$1.13M +119,508 +1,593%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.15M +$306K +32,508 +37%
SSWM
22
Sheets Smith Wealth Management
North Carolina
$1.03M – – –
Goldman Sachs
23
Goldman Sachs
New York
$954K +$230K +24,371 +32%
Wells Fargo
24
Wells Fargo
California
$933K +$306K +32,526 +49%
SIC
25
Salem Investment Counselors
North Carolina
$902K – – –
1
2 3 4

IRT Hedge Fund Activity: Q1 2015 in Review

83 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2015, worth a combined $116M — up 9.9% from $105M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IRT positions and 5 closed out — a net gain of 10 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was William Blair & Company, adding an estimated $2.81M. The largest seller was PVG Asset Management, cutting an estimated $1.82M.

  • 83 institutional investors held Independence Realty Trust (IRT) as of Q1 2015, up from 73 in Q4 2014.
  • Funds reported $116M of Independence Realty Trust stock for Q1 2015, up 9.9% quarter-over-quarter.
  • 15 funds opened new Independence Realty Trust positions in Q1 2015 and 5 closed out, a net change of +10 holders.
  • The largest Independence Realty Trust buyer in Q1 2015 was William Blair & Company, an estimated $2.81M added.
  • The largest Independence Realty Trust seller in Q1 2015 was PVG Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q1 2015.