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Independence Realty Trust

178 hedge funds and large institutions have $831M invested in Independence Realty Trust in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 57

17% more capital invested

Capital invested by funds: $708M → $831M (+$123M)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

0.61% less ownership

Funds ownership: 86.56%85.95% (-0.61%)

1% less funds holding

Funds holding: 180178 (-2)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

94% less call options, than puts

Call options by funds: $24K | Put options by funds: $429K

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
3.85%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
70
Reduced
57
Closed
23
Calls
$24K
Puts
$429K
Net Calls
-$405K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$178M +$5.29M +514,774 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$108M +$4.23M +411,677 +4%
AllianceBernstein
3
AllianceBernstein
Tennessee
$68.8M +$6.04M +587,515 +10%
State Street
4
State Street
Massachusetts
$49.3M +$7.64M +743,212 +20%
Renaissance Technologies
5
Renaissance Technologies
New York
$45.9M +$9.36M +910,795 +27%
Invesco
6
Invesco
Georgia
$31M +$3.08M +299,448 +12%
Principal Financial Group
7
Principal Financial Group
Iowa
$25.1M +$581K +56,546 +2%
Jennison Associates
8
Jennison Associates
New York
$23.9M -$599K -58,244 -3%
Northern Trust
9
Northern Trust
Illinois
$19M -$258K -25,091 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$16.1M +$169K +16,484 +1%
PFC
11
Phocas Financial Corp
California
$14.5M -$146K -14,242 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$14.3M +$1.73M +168,049 +14%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$14.3M +$320K +31,154 +2%
Charles Schwab
14
Charles Schwab
California
$13M +$621K +60,449 +5%
RJA
15
Raymond James & Associates
Florida
$12.1M -$726K -70,642 -6%
William Blair & Company
16
William Blair & Company
Illinois
$11.2M +$310K +30,161 +3%
N
17
Nuveen
North Carolina
$10.2M -$1.63M -158,184 -14%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$9.64M -$308K -30,000 -3%
Wells Fargo
19
Wells Fargo
California
$7.57M -$901K -87,632 -11%
AA
20
Ancora Advisors
Ohio
$6.42M -$4.55M -442,692 -54%
Mirae Asset Global Investments
21
Mirae Asset Global Investments
South Korea
$6.16M -$11.5M -1,122,992 -66%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$5.87M -$597K -58,040 -10%
Ameriprise
23
Ameriprise
Minnesota
$5.34M -$42K -4,086 -0.8%
RA
24
RMR Advisors
Massachusetts
$5.28M -$236K -22,932 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$4.99M +$360K +34,989 +8%

IRT Hedge Fund Activity: Q1 2019 in Review

178 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2019, worth a combined $831M — up 17% from $708M a quarter earlier.

Fund positioning in IRT was balanced in Q1 2019: 23 funds opened new positions, 23 closed out, 70 added to existing stakes and 57 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $9.36M. The largest seller was Mirae Asset Global Investments, cutting an estimated $11.5M.

  • 178 institutional investors held Independence Realty Trust (IRT) as of Q1 2019, down from 180 in Q4 2018.
  • Funds reported $831M of Independence Realty Trust stock for Q1 2019, up 17% quarter-over-quarter.
  • 23 funds opened new Independence Realty Trust positions in Q1 2019 and 23 closed out, a net change of 0 holders.
  • The largest Independence Realty Trust buyer in Q1 2019 was Renaissance Technologies, an estimated $9.36M added.
  • The largest Independence Realty Trust seller in Q1 2019 was Mirae Asset Global Investments, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2019.