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Independence Realty Trust

169 hedge funds and large institutions have $690M invested in Independence Realty Trust in 2017 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

137% more call options, than puts

Call options by funds: $1.27M | Put options by funds: $538K

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

19% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 54

6% more funds holding

Funds holding: 160169 (+9)

3.28% more ownership

Funds ownership: 78.65%81.93% (+3.3%)

5% more capital invested

Capital invested by funds: $658M → $690M (+$32.5M)

Holders
169
Holders Change
+9
Holders Change %
+5.63%
% of All Funds
3.83%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
23
Increased
64
Reduced
54
Closed
14
Calls
$1.27M
Puts
$538K
Net Calls
+$737K
Net Calls Change
-$472K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$123M +$12.4M +1,206,269 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$106M +$4.46M +432,872 +4%
AllianceBernstein
3
AllianceBernstein
Tennessee
$42.3M -$4.68M -453,740 -10%
State Street
4
State Street
Massachusetts
$28.9M +$2.88M +279,143 +11%
Principal Financial Group
5
Principal Financial Group
Iowa
$25.7M +$4.44M +430,206 +20%
HCMT
6
Highland Capital Management (Texas)
Texas
$24.9M -$8.3M -804,831 -25%
Invesco
7
Invesco
Georgia
$24.5M +$1.49M +144,669 +6%
Jennison Associates
8
Jennison Associates
New York
$15.9M +$3.34M +323,435 +26%
Northern Trust
9
Northern Trust
Illinois
$14M +$1.53M +148,047 +12%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$13.4M +$159K +15,423 +1%
LSV Asset Management
11
LSV Asset Management
Illinois
$12.6M -$7.78M -754,170 -38%
PFC
12
Phocas Financial Corp
California
$11.1M -$423K -41,038 -4%
GXMC
13
Global X Management Company
New York
$10.9M +$49.6K +4,814 +0.4%
RJA
14
Raymond James & Associates
Florida
$10.8M +$86.5K +8,386 +0.8%
William Blair & Company
15
William Blair & Company
Illinois
$10.4M -$399K -38,711 -4%
CCM
16
Chilton Capital Management
Texas
$10.1M -$227K -21,991 -2%
Renaissance Technologies
17
Renaissance Technologies
New York
$10M +$5.63M +545,700 +122%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$10M +$1.38M +134,198 +16%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$9.67M +$103K +10,000 +1%
Charles Schwab
20
Charles Schwab
California
$9.13M +$495K +47,993 +6%
CF
21
Centaurus Financial
California
$8.74M +$8.93M +865,768 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.25M +$474K +45,977 +6%
AA
23
Ancora Advisors
Ohio
$8.22M +$1.87M +181,613 +29%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$7.47M +$648K +62,812 +9%
FP
25
Foundry Partners
Minnesota
$7.31M -$270K -26,140 -3%

IRT Hedge Fund Activity: Q4 2017 in Review

169 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2017, worth a combined $690M — up 4.9% from $658M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IRT positions and 14 closed out — a net gain of 9 holders — while 64 added to existing stakes and 54 trimmed.

The largest buyer was BlackRock, adding an estimated $12.4M. The largest seller was Highland Capital Management (Texas), cutting an estimated $8.3M.

  • 169 institutional investors held Independence Realty Trust (IRT) as of Q4 2017, up from 160 in Q3 2017.
  • Funds reported $690M of Independence Realty Trust stock for Q4 2017, up 4.9% quarter-over-quarter.
  • 23 funds opened new Independence Realty Trust positions in Q4 2017 and 14 closed out, a net change of +9 holders.
  • The largest Independence Realty Trust buyer in Q4 2017 was BlackRock, an estimated $12.4M added.
  • The largest Independence Realty Trust seller in Q4 2017 was Highland Capital Management (Texas), an estimated $8.3M sold.

Based on aggregated 13F filings for Q4 2017.