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Independence Realty Trust

198 hedge funds and large institutions have $797M invested in Independence Realty Trust in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 76 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 17

25% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 61

10% more funds holding

Funds holding: 180198 (+18)

8.68% more ownership

Funds ownership: 89.04%97.72% (+8.7%)

30% less capital invested

Capital invested by funds: $1.14B → $797M (-$342M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

74% less call options, than puts

Call options by funds: $164K | Put options by funds: $639K

Holders
198
Holders Change
+18
Holders Change %
+10%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
37
Increased
76
Reduced
61
Closed
17
Calls
$164K
Puts
$639K
Net Calls
-$475K
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$144M -$3.51M -259,693 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$99.2M +$8.42M +622,620 +6%
Renaissance Technologies
3
Renaissance Technologies
New York
$57.3M +$566K +41,900 +0.7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$54M +$714K +52,815 +0.9%
State Street
5
State Street
Massachusetts
$44.5M +$3.42M +252,921 +5%
N
6
Nuveen
North Carolina
$26.3M +$29.2M +2,158,866 +274%
Principal Financial Group
7
Principal Financial Group
Iowa
$20M -$65.8K -4,871 -0.2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$19.7M +$21.8M +1,614,086 +273%
Jennison Associates
9
Jennison Associates
New York
$18.3M -$104K -7,672 -0.4%
Northern Trust
10
Northern Trust
Illinois
$18.2M +$1.14M +84,308 +4%
Invesco
11
Invesco
Georgia
$16.8M -$6.29M -465,262 -20%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$14.8M +$1.58M +117,097 +8%
KCM
13
Kennedy Capital Management
Missouri
$12.9M +$16.5M +1,221,233 +539%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$12.5M +$847K +62,692 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$12.3M -$746K -55,223 -4%
RGREA
16
Ranger Global Real Estate Advisors
Colorado
$12.2M +$18.5M +1,365,286 New
Charles Schwab
17
Charles Schwab
California
$11.6M -$421K -31,139 -2%
William Blair & Company
18
William Blair & Company
Illinois
$9.15M -$47.9K -3,546 -0.3%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$8.83M +$2.7M +199,550 +25%
Wells Fargo
20
Wells Fargo
California
$7.67M +$1.51M +111,873 +15%
PFC
21
Phocas Financial Corp
California
$7.66M -$856K -63,295 -7%
Goldman Sachs
22
Goldman Sachs
New York
$7.13M +$3.78M +279,800 +54%
LM
23
Luminus Management
Texas
$5.72M +$8.65M +640,000 New
Marshall Wace
24
Marshall Wace
United Kingdom
$5.67M +$8.58M +634,427 New
Legal & General Group
25
Legal & General Group
United Kingdom
$5.6M +$305K +22,539 +4%