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Independence Realty Trust

180 hedge funds and large institutions have $708M invested in Independence Realty Trust in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

0.75% less ownership

Funds ownership: 87.3%86.56% (-0.75%)

8% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 25

2% less funds holding

Funds holding: 183180 (-3)

12% less capital invested

Capital invested by funds: $806M → $708M (-$97.5M)

15% less call options, than puts

Call options by funds: $937K | Put options by funds: $1.1M

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
4.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
23
Increased
70
Reduced
58
Closed
25
Calls
$937K
Puts
$1.1M
Net Calls
-$162K
Net Calls Change
+$161K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$147M +$3.8M +385,391 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$88.4M +$287K +29,037 +0.3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$53.1M +$1.64M +165,684 +3%
State Street
4
State Street
Massachusetts
$35.1M +$1.11M +112,878 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$30.7M +$6.02M +610,199 +22%
Invesco
6
Invesco
Georgia
$23.6M -$1.93M -195,630 -7%
Jennison Associates
7
Jennison Associates
New York
$20.9M +$5.2M +526,715 +30%
Principal Financial Group
8
Principal Financial Group
Iowa
$20.8M -$14M -1,414,874 -38%
Northern Trust
9
Northern Trust
Illinois
$16.4M -$850K -86,157 -5%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$15.5M +$1M +101,327 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$13.6M +$353K +35,773 +2%
PFC
12
Phocas Financial Corp
California
$12.4M -$62.2K -6,301 -0.5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$11.9M +$1.04M +105,833 +9%
RJA
14
Raymond James & Associates
Florida
$11M +$19.7K +1,997 +0.2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$10.7M +$872K +88,363 +8%
Charles Schwab
16
Charles Schwab
California
$10.5M +$236K +23,925 +2%
AA
17
Ancora Advisors
Ohio
$10.3M -$3.13M -316,909 -28%
N
18
Nuveen
North Carolina
$10.1M +$1.92M +194,283 +21%
VC
19
Vision Capital
Ontario, Canada
$9.5M +$10.2M +1,035,348 New
William Blair & Company
20
William Blair & Company
Illinois
$9.28M +$195K +19,757 +2%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$8.47M
CCM
22
Chilton Capital Management
Texas
$7.3M -$486K -49,220 -6%
Wells Fargo
23
Wells Fargo
California
$7.25M +$140K +14,200 +2%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$5.53M -$1.04M -104,997 -15%
RA
25
RMR Advisors
Massachusetts
$4.7M