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Independence Realty Trust

136 hedge funds and large institutions have $450M invested in Independence Realty Trust in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $901K | Put options by funds: $518K

7% more capital invested

Capital invested by funds: $421M → $450M (+$28.7M)

1.12% more ownership

Funds ownership: 68.43%69.56% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

6% less funds holding

Funds holding: 145136 (-9)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
136
Holders Change
-9
Holders Change %
-6.21%
% of All Funds
3.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
21
Increased
46
Reduced
46
Closed
23
Calls
$901K
Puts
$518K
Net Calls
+$383K
Net Calls Change
+$555K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$74.4M +$3.53M +387,117 +5%
BlackRock
2
BlackRock
New York
$45.4M +$44.1M +4,832,863 +39,646%
AllianceBernstein
3
AllianceBernstein
Tennessee
$38.2M +$18.9M +2,066,401 +103%
HCMT
4
Highland Capital Management (Texas)
Texas
$34.6M -$525K -57,500 -2%
VOAM
5
Vertex One Asset Management
British Columbia, Canada
$21.9M -$1.42M -155,700 -6%
State Street
6
State Street
Massachusetts
$17.4M +$18.4K +2,018 +0.1%
LSV Asset Management
7
LSV Asset Management
Illinois
$15.6M +$2.16M +236,300 +17%
N
8
Nuveen
North Carolina
$12.6M +$7.36M +806,509 +150%
Invesco
9
Invesco
Georgia
$11.9M +$2.56M +280,922 +29%
HCM
10
Hilton Capital Management
New York
$11.2M +$827K +90,604 +8%
RJA
11
Raymond James & Associates
Florida
$9.97M -$42K -4,599 -0.4%
OAM
12
Orinda Asset Management
California
$9.92M +$84.3K +9,243 +0.9%
Northern Trust
13
Northern Trust
Illinois
$9.72M +$694K +76,102 +8%
William Blair & Company
14
William Blair & Company
Illinois
$9.67M +$59.9K +6,561 +0.6%
CCM
15
Chilton Capital Management
Texas
$9.66M +$1.72M +188,289 +22%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$8.23M +$45.6K +5,000 +0.6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.75M +$440K +48,186 +7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$6.74M +$2.89M +316,318 +78%
FP
19
Foundry Partners
Minnesota
$5.89M -$19.2K -2,100 -0.3%
Principal Financial Group
20
Principal Financial Group
Iowa
$5.89M +$5.64M +618,069 +5,760%
AA
21
Ancora Advisors
Ohio
$5.15M +$764K +83,764 +18%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$5.1M +$159K +17,452 +3%
PAM
23
PVG Asset Management
Colorado
$4.95M +$770K +84,396 +19%
Morgan Stanley
24
Morgan Stanley
New York
$4.88M -$2.41M -263,658 -34%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$4.19M -$177K -19,387 -4%

IRT Hedge Fund Activity: Q1 2017 in Review

136 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2017, worth a combined $450M — up 6.8% from $421M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IRT and 21 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $44.1M. The largest seller was Schonfeld Strategic Advisors, exiting entirely with an estimated $8.78M sold.

  • 136 institutional investors held Independence Realty Trust (IRT) as of Q1 2017, down from 145 in Q4 2016.
  • Funds reported $450M of Independence Realty Trust stock for Q1 2017, up 6.8% quarter-over-quarter.
  • 21 funds opened new Independence Realty Trust positions in Q1 2017 and 23 closed out, a net change of -2 holders.
  • The largest Independence Realty Trust buyer in Q1 2017 was BlackRock, an estimated $44.1M added.
  • The largest Independence Realty Trust seller in Q1 2017 was Schonfeld Strategic Advisors, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2017.