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Independence Realty Trust

169 hedge funds and large institutions have $912M invested in Independence Realty Trust in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 47

10% more capital invested

Capital invested by funds: $831M → $912M (+$80.7M)

1.66% more ownership

Funds ownership: 85.95%87.61% (+1.7%)

5% less funds holding

Funds holding: 178169 (-9)

29% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 17

74% less call options, than puts

Call options by funds: $246K | Put options by funds: $946K

Holders
169
Holders Change
-9
Holders Change %
-5.06%
% of All Funds
3.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
69
Reduced
47
Closed
17
Calls
$246K
Puts
$946K
Net Calls
-$700K
Net Calls Change
-$295K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$188M -$2.41M -219,555 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$118M +$1.32M +120,199 +1%
AllianceBernstein
3
AllianceBernstein
Tennessee
$83M +$8.76M +797,691 +13%
State Street
4
State Street
Massachusetts
$57.4M +$4.31M +392,289 +9%
Renaissance Technologies
5
Renaissance Technologies
New York
$55.4M +$5.86M +534,219 +13%
Invesco
6
Invesco
Georgia
$32.8M -$407K -37,065 -1%
Principal Financial Group
7
Principal Financial Group
Iowa
$26.5M -$387K -35,241 -2%
Jennison Associates
8
Jennison Associates
New York
$24.8M -$792K -72,184 -3%
Northern Trust
9
Northern Trust
Illinois
$21.1M +$644K +58,688 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$17.6M +$268K +24,379 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$16.7M +$1.29M +117,364 +9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$15.3M +$18.9K +1,718 +0.1%
Charles Schwab
13
Charles Schwab
California
$14.4M +$474K +43,142 +4%
PFC
14
Phocas Financial Corp
California
$14.1M -$1.31M -119,701 -9%
N
15
Nuveen
North Carolina
$13.4M +$2.29M +208,923 +22%
Wells Fargo
16
Wells Fargo
California
$12M +$3.69M +336,533 +48%
William Blair & Company
17
William Blair & Company
Illinois
$11.9M -$99.7K -9,081 -0.9%
RJA
18
Raymond James & Associates
Florida
$10.7M -$2.2M -200,300 -18%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$10.3M
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$9.14M +$2.41M +219,438 +38%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$7.27M +$921K +83,909 +15%
Legal & General Group
22
Legal & General Group
United Kingdom
$6.09M +$705K +64,230 +14%
Morgan Stanley
23
Morgan Stanley
New York
$5.93M +$4.14M +377,277 +279%
Ameriprise
24
Ameriprise
Minnesota
$5.67M -$53.2K -4,850 -1%
RA
25
RMR Advisors
Massachusetts
$5.66M

IRT Hedge Fund Activity: Q2 2019 in Review

169 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2019, worth a combined $912M — up 9.7% from $831M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IRT and 12 opened new positions — a net loss of 5 holders — while 47 trimmed existing stakes and 69 added.

The largest buyer was AllianceBernstein, adding an estimated $8.76M. The largest seller was Ancora Advisors, cutting an estimated $3.63M.

  • 169 institutional investors held Independence Realty Trust (IRT) as of Q2 2019, down from 178 in Q1 2019.
  • Funds reported $912M of Independence Realty Trust stock for Q2 2019, up 9.7% quarter-over-quarter.
  • 12 funds opened new Independence Realty Trust positions in Q2 2019 and 17 closed out, a net change of -5 holders.
  • The largest Independence Realty Trust buyer in Q2 2019 was AllianceBernstein, an estimated $8.76M added.
  • The largest Independence Realty Trust seller in Q2 2019 was Ancora Advisors, an estimated $3.63M sold.

Based on aggregated 13F filings for Q2 2019.