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Independence Realty Trust

95 hedge funds and large institutions have $174M invested in Independence Realty Trust in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

58% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 26

5% more capital invested

Capital invested by funds: $166M → $174M (+$7.84M)

0.17% more ownership

Funds ownership: 50.32%50.49% (+0.17%)

0% more funds holding

Funds holding: 9595 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
95
Holders Change
Holders Change %
0%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
41
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1
Senator Investment Group
New York
$25.5M -$3.25M -427,369 -11%
MAC
2
Monarch Alternative Capital
New York
$25.5M -$623K -81,886 -2%
BC
3
BHR Capital
New York
$12.8M -$4.06M -534,221 -24%
AllianceBernstein
4
AllianceBernstein
Tennessee
$10.1M +$2.04M +268,240 +25%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.23M +$270K +35,500 +3%
BFA
6
BlackRock Fund Advisors
California
$7.72M +$1.65M +217,035 +27%
RJA
7
Raymond James & Associates
Florida
$6.16M +$158K +20,767 +3%
William Blair & Company
8
William Blair & Company
Illinois
$6.15M -$56.7K -7,455 -0.9%
PMG
9
Private Management Group
California
$5.99M -$49.2K -6,462 -0.8%
Invesco
10
Invesco
Georgia
$4.45M +$4.08M +536,471 +967%
PAM
11
PVG Asset Management
Colorado
$4.25M -$475K -62,461 -10%
State of New Jersey Common Pension Fund D
12
State of New Jersey Common Pension Fund D
New Jersey
$3.86M +$76.1K +9,999 +2%
Northern Trust
13
Northern Trust
Illinois
$3.83M +$774K +101,704 +25%
AAP
14
Ardsley Advisory Partners
Connecticut
$3.75M +$2.05M +270,000 +117%
EA
15
Emerald Advisers
Pennsylvania
$3.2M +$3.24M +426,272 New
BIT
16
BlackRock Institutional Trust
California
$3.19M +$320K +42,034 +11%
FP
17
Foundry Partners
Minnesota
$3M +$140K +18,415 +5%
RA
18
RMR Advisors
Massachusetts
$2.93M
State Street
19
State Street
Massachusetts
$2.87M +$190K +25,000 +7%
OAM
20
Orinda Asset Management
California
$2.83M +$98.1K +12,900 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.32M +$434K +57,081 +23%
YMRC
22
Yorktown Management & Research Company
Virginia
$1.95M -$818K -107,500 -29%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$1.6M +$17.6K +2,315 +1%
BA
24
Bard Associates
Illinois
$1.55M -$46.8K -6,150 -3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.21M -$23 -3 -0%

IRT Hedge Fund Activity: Q4 2015 in Review

95 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2015, worth a combined $174M — up 4.7% from $166M a quarter earlier.

Fund positioning in IRT was balanced in Q4 2015: 11 funds opened new positions, 11 closed out, 41 added to existing stakes and 26 trimmed.

The largest buyer was Invesco, adding an estimated $4.08M. The largest seller was BHR Capital, cutting an estimated $4.06M.

  • 95 institutional investors held Independence Realty Trust (IRT) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $174M of Independence Realty Trust stock for Q4 2015, up 4.7% quarter-over-quarter.
  • 11 funds opened new Independence Realty Trust positions in Q4 2015 and 11 closed out, a net change of 0 holders.
  • The largest Independence Realty Trust buyer in Q4 2015 was Invesco, an estimated $4.08M added.
  • The largest Independence Realty Trust seller in Q4 2015 was BHR Capital, an estimated $4.06M sold.

Based on aggregated 13F filings for Q4 2015.