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Independence Realty Trust

102 hedge funds and large institutions have $154M invested in Independence Realty Trust in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more funds holding

Funds holding: 95102 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.54% less ownership

Funds ownership: 50.49%46.96% (-3.5%)

11% less capital invested

Capital invested by funds: $174M → $154M (-$19.8M)

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
17
Increased
41
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$19M +$8.9M +1,324,318 +99%
MAC
2
Monarch Alternative Capital
New York
$18.5M -$5.33M -793,378 -23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.54M +$699K +103,984 +9%
William Blair & Company
4
William Blair & Company
Illinois
$6.53M +$658K +97,845 +12%
Invesco
5
Invesco
Georgia
$6.21M +$1.89M +280,435 +47%
BFA
6
BlackRock Fund Advisors
California
$6.17M -$1.08M -161,066 -16%
RJA
7
Raymond James & Associates
Florida
$5.59M -$236K -35,098 -4%
PAM
8
PVG Asset Management
Colorado
$5.11M +$1.02M +151,142 +27%
BC
9
BHR Capital
New York
$4.98M -$6.72M -1,000,239 -59%
AAP
10
Ardsley Advisory Partners
Connecticut
$4.57M +$953K +141,769 +28%
Deutsche Bank
11
Deutsche Bank
Germany
$4.45M +$4.08M +607,413 +3,484%
State Street
12
State Street
Massachusetts
$4.34M +$1.53M +227,671 +60%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$4.08M +$403K +60,000 +12%
PMG
14
Private Management Group
California
$4.05M -$1.54M -229,501 -29%
EA
15
Emerald Advisers
Pennsylvania
$3.8M +$720K +107,090 +25%
BIT
16
BlackRock Institutional Trust
California
$3.7M +$639K +95,078 +22%
Northern Trust
17
Northern Trust
Illinois
$3.66M +$26.9K +3,994 +0.8%
FP
18
Foundry Partners
Minnesota
$2.94M +$91.1K +13,550 +3%
OAM
19
Orinda Asset Management
California
$2.93M +$232K +34,500 +9%
RA
20
RMR Advisors
Massachusetts
$2.78M
Renaissance Technologies
21
Renaissance Technologies
New York
$2.58M +$2.43M +361,966 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.27M +$58.1K +8,635 +3%
Morgan Stanley
23
Morgan Stanley
New York
$2.03M +$1.58M +234,607 +465%
BA
24
Bard Associates
Illinois
$1.48M +$11.4K +1,700 +0.8%
TCIM
25
TIAA CREF Investment Management
New York
$1.45M +$518K +77,000 +61%

IRT Hedge Fund Activity: Q1 2016 in Review

102 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2016, worth a combined $154M — down 11% from $174M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IRT positions and 10 closed out — a net gain of 7 holders — while 41 added to existing stakes and 19 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $8.9M. The largest seller was Senator Investment Group, exiting entirely with an estimated $25.5M sold.

  • 102 institutional investors held Independence Realty Trust (IRT) as of Q1 2016, up from 95 in Q4 2015.
  • Funds reported $154M of Independence Realty Trust stock for Q1 2016, down 11% quarter-over-quarter.
  • 17 funds opened new Independence Realty Trust positions in Q1 2016 and 10 closed out, a net change of +7 holders.
  • The largest Independence Realty Trust buyer in Q1 2016 was AllianceBernstein, an estimated $8.9M added.
  • The largest Independence Realty Trust seller in Q1 2016 was Senator Investment Group, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2016.