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Independence Realty Trust

201 hedge funds and large institutions have $1.77B invested in Independence Realty Trust in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 71 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 11

180% more call options, than puts

Call options by funds: $946K | Put options by funds: $338K

22% more capital invested

Capital invested by funds: $1.45B → $1.77B (+$317M)

12% more funds holding

Funds holding: 180201 (+21)

1.21% more ownership

Funds ownership: 94.01%95.22% (+1.2%)

3% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 71

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
201
Holders Change
+21
Holders Change %
+11.67%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
73
Reduced
71
Closed
11
Calls
$946K
Puts
$338K
Net Calls
+$608K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$349M +$1.51M +89,089 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$218M +$9.1M +535,903 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$125M +$26.9M +1,587,162 +30%
State Street
4
State Street
Massachusetts
$96.5M +$4.14M +243,957 +5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$87.7M -$136K -8,034 -0.2%
Jennison Associates
6
Jennison Associates
New York
$59.3M -$1.19M -70,239 -2%
Deutsche Bank
7
Deutsche Bank
Germany
$55.5M +$24.2M +1,425,687 +88%
Renaissance Technologies
8
Renaissance Technologies
New York
$52.6M -$3.45M -203,000 -7%
Macquarie Group
9
Macquarie Group
Australia
$49.2M -$560K -33,009 -1%
ACM
10
AEW Capital Management
Massachusetts
$41.2M +$5.31M +312,600 +16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$39M +$1.82M +107,296 +5%
Principal Financial Group
12
Principal Financial Group
Iowa
$35.5M +$1.99M +117,295 +6%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$31.5M +$1.24M +72,979 +4%
Northern Trust
14
Northern Trust
Illinois
$31.3M -$2.23M -131,522 -7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$28.7M +$641K +37,746 +2%
JP Morgan Chase
16
JP Morgan Chase
New York
$26M +$4.23M +249,161 +21%
Invesco
17
Invesco
Georgia
$23.4M +$11.6M +686,357 +115%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.1M -$458K -26,987 -2%
Charles Schwab
19
Charles Schwab
California
$22.3M -$19.6K -1,153 -0.1%
KCM
20
Kennedy Capital Management
Missouri
$18.8M -$11.4M -673,115 -39%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$18M +$2.74M +161,414 +20%
N
22
Nuveen
North Carolina
$17.7M -$192K -11,314 -1%
William Blair & Company
23
William Blair & Company
Illinois
$16.7M -$119K -7,027 -0.8%
Legal & General Group
24
Legal & General Group
United Kingdom
$14.2M -$1.11M -65,182 -8%
Goldman Sachs
25
Goldman Sachs
New York
$14.1M +$1.7M +100,316 +15%

IRT Hedge Fund Activity: Q2 2021 in Review

201 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2021, worth a combined $1.77B — up 22% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IRT positions and 11 closed out — a net gain of 22 holders — while 73 added to existing stakes and 71 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $26.9M. The largest seller was Ranger Global Real Estate Advisors, exiting entirely with an estimated $32.4M sold.

  • 201 institutional investors held Independence Realty Trust (IRT) as of Q2 2021, up from 180 in Q1 2021.
  • Funds reported $1.77B of Independence Realty Trust stock for Q2 2021, up 22% quarter-over-quarter.
  • 33 funds opened new Independence Realty Trust positions in Q2 2021 and 11 closed out, a net change of +22 holders.
  • The largest Independence Realty Trust buyer in Q2 2021 was Wellington Management Group, an estimated $26.9M added.
  • The largest Independence Realty Trust seller in Q2 2021 was Ranger Global Real Estate Advisors, an estimated $32.4M sold.

Based on aggregated 13F filings for Q2 2021.