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Independence Realty Trust

209 hedge funds and large institutions have $2.3B invested in Independence Realty Trust in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $462K

61% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 57

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

30% more capital invested

Capital invested by funds: $1.77B → $2.3B (+$526M)

12.2% more ownership

Funds ownership: 95.22%107.42% (+12%)

4% more funds holding

Funds holding: 201209 (+8)

Holders
209
Holders Change
+8
Holders Change %
+3.98%
% of All Funds
3.66%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
92
Reduced
57
Closed
17
Calls
$1.11M
Puts
$462K
Net Calls
+$645K
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$384M -$5.28M -265,800 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$257M +$12.8M +646,208 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$138M -$2.26M -113,928 -2%
Deutsche Bank
4
Deutsche Bank
Germany
$115M +$51.6M +2,596,147 +85%
State Street
5
State Street
Massachusetts
$111M +$2.6M +130,577 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$105M +$6.82M +343,047 +7%
Jennison Associates
7
Jennison Associates
New York
$74.2M +$7.76M +390,615 +12%
Renaissance Technologies
8
Renaissance Technologies
New York
$58.5M -$259K -13,005 -0.5%
ACM
9
AEW Capital Management
Massachusetts
$55.7M +$9.47M +476,200 +21%
Macquarie Group
10
Macquarie Group
Australia
$54.8M -$159K -8,007 -0.3%
Millennium Management
11
Millennium Management
New York
$44.3M +$37.4M +1,882,894 +639%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$43.9M +$350K +17,615 +0.8%
JP Morgan Chase
13
JP Morgan Chase
New York
$42.4M +$13.1M +657,169 +46%
Principal Financial Group
14
Principal Financial Group
Iowa
$42M +$2.34M +117,689 +6%
N
15
Nuveen
North Carolina
$39.3M +$19.2M +963,781 +99%
Balyasny Asset Management
16
Balyasny Asset Management
Illinois
$37.5M +$36.7M +1,844,081 New
Russell Investments Group
17
Russell Investments Group
United Kingdom
$35.2M +$14.8M +745,624 +76%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$34.5M -$672K -33,804 -2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$33.5M +$1.5M +75,424 +5%
Northern Trust
20
Northern Trust
Illinois
$31.8M -$3M -150,745 -9%
CIM
21
Centersquare Investment Management
Pennsylvania
$31.6M +$28.9M +1,454,860 +1,455%
RIM
22
Rush Island Management
New York
$31.2M +$30.4M +1,530,891 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$27.8M +$2.02M +101,825 +8%
Charles Schwab
24
Charles Schwab
California
$27M +$2.07M +104,085 +9%
Invesco
25
Invesco
Georgia
$22.9M -$3.18M -160,058 -12%

IRT Hedge Fund Activity: Q3 2021 in Review

209 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q3 2021, worth a combined $2.3B — up 30% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IRT positions and 17 closed out — a net gain of 9 holders — while 92 added to existing stakes and 57 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $51.6M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 209 institutional investors held Independence Realty Trust (IRT) as of Q3 2021, up from 201 in Q2 2021.
  • Funds reported $2.3B of Independence Realty Trust stock for Q3 2021, up 30% quarter-over-quarter.
  • 26 funds opened new Independence Realty Trust positions in Q3 2021 and 17 closed out, a net change of +9 holders.
  • The largest Independence Realty Trust buyer in Q3 2021 was Deutsche Bank, an estimated $51.6M added.
  • The largest Independence Realty Trust seller in Q3 2021 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2021.