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Independence Realty Trust
IRT

183 hedge funds and large institutions have $806M invested in Independence Realty Trust in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $761M → $806M (+$44.6M)

3% more funds holding

Funds holding: 178 → 183 (+5)

2.4% more ownership

Funds ownership: 84.9% → 87.3% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 62

21% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.54M

Holders
183
Holders Change
+5
Holders Change %
+2.81%
% of All Funds
4.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
60
Reduced
62
Closed
18
Calls
$1.21M
Puts
$1.54M
Net Calls
-$323K
Net Calls Change
+$935K

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$16.3M
2
BlackRock
BlackRock
New York
+$10.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$8.71M
4
N
Nuveen
North Carolina
+$7.21M
5
Wells Fargo
Wells Fargo
California
+$5.45M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$6.1M
2
HCMT
Highland Capital Management (Texas)
Texas
-$5.97M
3
OAM
Oxford Asset Management
United Kingdom
-$2.1M
4
PCM
Piermont Capital Management
Missouri
-$1.76M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$164M +$10.2M +996,693 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$101M +$1.63M +159,394 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$59.2M +$875K +85,630 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$38.8M -$6.1M -596,962 -14%
State Street
5
State Street
Massachusetts
$38.3M +$3.03M +296,827 +9%
Invesco
6
Invesco
Georgia
$29.2M +$1.09M +106,647 +4%
Renaissance Technologies
7
Renaissance Technologies
New York
$28.8M +$8.71M +852,300 +45%
Northern Trust
8
Northern Trust
Illinois
$19.8M -$542K -53,081 -3%
Jennison Associates
9
Jennison Associates
New York
$18.4M -$297K -29,077 -2%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$16.8M +$16.3M +1,592,243 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$15.2M +$141K +13,793 +1%
PFC
12
Phocas Financial Corp
California
$14.3M -$233K -22,806 -2%
RJA
13
Raymond James & Associates
Florida
$12.6M +$139K +13,640 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$12.5M +$191K +18,728 +2%
AA
15
Ancora Advisors
Ohio
$12M +$1.05M +103,046 +10%
Charles Schwab
16
Charles Schwab
California
$11.8M +$658K +64,375 +6%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$11.3M +$1.24M +121,721 +13%
William Blair & Company
18
William Blair & Company
Illinois
$10.4M -$482K -47,238 -5%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$9.72M -$357K -35,000 -4%
N
20
Nuveen
North Carolina
$9.57M +$7.21M +705,602 +347%
CCM
21
Chilton Capital Management
Texas
$8.89M -$558K -54,637 -6%
Wells Fargo
22
Wells Fargo
California
$8.16M +$5.45M +533,989 +221%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$7.45M -$404K -39,581 -5%
FP
24
Foundry Partners
Minnesota
$7.42M -$191K -18,715 -3%
RA
25
Resource America
New York
$6.02M – – –
1
2 3 4 5

IRT Hedge Fund Activity: Q3 2018 in Review

183 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2018, worth a combined $806M — up 5.9% from $761M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IRT positions and 18 closed out — a net gain of 7 holders — while 60 added to existing stakes and 62 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $16.3M. The largest seller was Principal Financial Group, cutting an estimated $6.1M.

  • 183 institutional investors held Independence Realty Trust (IRT) as of Q3 2018, up from 178 in Q2 2018.
  • Funds reported $806M of Independence Realty Trust stock for Q3 2018, up 5.9% quarter-over-quarter.
  • 25 funds opened new Independence Realty Trust positions in Q3 2018 and 18 closed out, a net change of +7 holders.
  • The largest Independence Realty Trust buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $16.3M added.
  • The largest Independence Realty Trust seller in Q3 2018 was Principal Financial Group, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2018.