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Independence Realty Trust

172 hedge funds and large institutions have $651M invested in Independence Realty Trust in 2018 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 54

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

2% more funds holding

Funds holding: 169172 (+3)

1.57% more ownership

Funds ownership: 81.93%83.5% (+1.6%)

6% less capital invested

Capital invested by funds: $690M → $651M (-$39.2M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

73% less call options, than puts

Call options by funds: $423K | Put options by funds: $1.58M

Holders
172
Holders Change
+3
Holders Change %
+1.78%
% of All Funds
3.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
25
Increased
70
Reduced
54
Closed
22
Calls
$423K
Puts
$1.58M
Net Calls
-$1.16M
Net Calls Change
-$1.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$114M +$2.53M +278,919 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$90.5M -$5.78M -637,560 -6%
AllianceBernstein
3
AllianceBernstein
Tennessee
$44.6M +$6.06M +668,660 +16%
Principal Financial Group
4
Principal Financial Group
Iowa
$30M +$6.48M +715,305 +28%
State Street
5
State Street
Massachusetts
$28M +$1.74M +191,998 +7%
Invesco
6
Invesco
Georgia
$25.7M +$3.41M +376,235 +16%
HCMT
7
Highland Capital Management (Texas)
Texas
$19.7M -$2.88M -317,797 -13%
Jennison Associates
8
Jennison Associates
New York
$15.9M +$1.41M +155,436 +10%
BCWM
9
Blue Chip Wealth Management
Florida
$13.8M +$13.6M +1,500,988 New
GXMC
10
Global X Management Company
New York
$12.8M +$2.81M +310,224 +29%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.7M +$548K +60,485 +5%
Northern Trust
12
Northern Trust
Illinois
$12.7M -$71.3K -7,870 -0.6%
RJA
13
Raymond James & Associates
Florida
$10.6M +$739K +81,548 +8%
Renaissance Technologies
14
Renaissance Technologies
New York
$10.3M +$1.16M +127,705 +13%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$10M +$905K +99,949 +10%
PFC
16
Phocas Financial Corp
California
$9.56M -$500K -55,211 -5%
William Blair & Company
17
William Blair & Company
Illinois
$9.49M +$64.8K +7,150 +0.7%
Charles Schwab
18
Charles Schwab
California
$9.22M +$908K +100,246 +11%
CCM
19
Chilton Capital Management
Texas
$9.07M -$101K -11,109 -1%
AA
20
Ancora Advisors
Ohio
$8.84M +$1.34M +148,026 +18%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$8.8M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.79M +$282K +31,077 +4%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$7.26M +$534K +58,951 +8%
N
24
Nuveen
North Carolina
$7.23M +$2.96M +327,074 +71%
FP
25
Foundry Partners
Minnesota
$6.64M -$13.4K -1,475 -0.2%