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Independence Realty Trust

180 hedge funds and large institutions have $1.45B invested in Independence Realty Trust in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 80 increasing their positions, 54 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $431K

48% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 54

19% more capital invested

Capital invested by funds: $1.22B → $1.45B (+$231M)

2.07% less ownership

Funds ownership: 96.07%94.01% (-2.1%)

6% less funds holding

Funds holding: 191180 (-11)

43% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 21

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
180
Holders Change
-11
Holders Change %
-5.76%
% of All Funds
3.16%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
12
Increased
80
Reduced
54
Closed
21
Calls
$1.17M
Puts
$431K
Net Calls
+$740K
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$290M +$25M +1,764,240 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$174M +$9.04M +637,058 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$80.5M +$9.25M +652,300 +14%
State Street
4
State Street
Massachusetts
$77.4M +$4.2M +295,971 +6%
AllianceBernstein
5
AllianceBernstein
Tennessee
$73.3M -$19.3M -1,364,010 -22%
Jennison Associates
6
Jennison Associates
New York
$50.5M +$2.45M +172,538 +5%
Renaissance Technologies
7
Renaissance Technologies
New York
$46.9M -$9.87M -695,995 -18%
Macquarie Group
8
Macquarie Group
Australia
$41.5M -$990K -69,786 -2%
RGREA
9
Ranger Global Real Estate Advisors
Colorado
$32.4M +$4.25M +299,807 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$30.9M +$4.1M +288,761 +17%
ACM
11
AEW Capital Management
Massachusetts
$29.6M -$655K -46,200 -2%
Northern Trust
12
Northern Trust
Illinois
$28.1M -$1.14M -80,067 -4%
Principal Financial Group
13
Principal Financial Group
Iowa
$27.8M +$166K +11,717 +0.6%
KCM
14
Kennedy Capital Management
Missouri
$25.9M -$3.65M -256,989 -13%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$25.1M +$22.4M +1,575,890 +2,007%
Deutsche Bank
16
Deutsche Bank
Germany
$24.6M +$12.3M +870,564 +116%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$23.3M -$483K -34,081 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$19.6M +$623K +43,935 +4%
Charles Schwab
19
Charles Schwab
California
$18.6M +$3.03M +213,935 +21%
JP Morgan Chase
20
JP Morgan Chase
New York
$17.9M +$10.7M +751,406 +177%
N
21
Nuveen
North Carolina
$14.9M +$2.01M +141,676 +17%
Millennium Management
22
Millennium Management
New York
$14.7M +$7.6M +535,653 +123%
William Blair & Company
23
William Blair & Company
Illinois
$14.1M -$80.5K -5,673 -0.6%
Legal & General Group
24
Legal & General Group
United Kingdom
$12.8M +$817K +57,627 +7%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$12.5M +$1.67M +118,015 +17%

IRT Hedge Fund Activity: Q1 2021 in Review

180 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q1 2021, worth a combined $1.45B — up 19% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of IRT and 12 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 80 added.

The largest buyer was BlackRock, adding an estimated $25M. The largest seller was AllianceBernstein, cutting an estimated $19.3M.

  • 180 institutional investors held Independence Realty Trust (IRT) as of Q1 2021, down from 191 in Q4 2020.
  • Funds reported $1.45B of Independence Realty Trust stock for Q1 2021, up 19% quarter-over-quarter.
  • 12 funds opened new Independence Realty Trust positions in Q1 2021 and 21 closed out, a net change of -9 holders.
  • The largest Independence Realty Trust buyer in Q1 2021 was BlackRock, an estimated $25M added.
  • The largest Independence Realty Trust seller in Q1 2021 was AllianceBernstein, an estimated $19.3M sold.

Based on aggregated 13F filings for Q1 2021.