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Independence Realty Trust

355 hedge funds and large institutions have $3.55B invested in Independence Realty Trust in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 129 increasing their positions, 133 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $497K

14% more capital invested

Capital invested by funds: $3.12B → $3.55B (+$429M)

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

1% more funds holding

Funds holding: 352355 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more ownership

Funds ownership: 86.73%86.73% (+0%)

3% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 133

Holders
355
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.57%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
129
Reduced
133
Closed
34
Calls
$1.2M
Puts
$497K
Net Calls
+$698K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$636M +$53M +3,102,418 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$593M -$10.3M -605,141 -2%
State Street
3
State Street
Massachusetts
$252M -$815K -47,696 -0.3%
Macquarie Group
4
Macquarie Group
Australia
$175M -$2.78M -162,975 -2%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$143M +$5.72M +335,140 +4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$91M +$3.33M +194,896 +4%
LPC
7
Long Pond Capital
New York
$75.4M -$12M -700,710 -14%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$63.4M -$25.2M -1,473,216 -30%
N
9
Nuveen
North Carolina
$58.4M +$10.5M +617,596 +24%
Goldman Sachs
10
Goldman Sachs
New York
$57.5M +$18.7M +1,095,987 +53%
Jennison Associates
11
Jennison Associates
New York
$56.7M +$3.93M +230,235 +8%
RGREA
12
Ranger Global Real Estate Advisors
Colorado
$56.1M -$13.5M -788,323 -20%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$56M +$1.32M +77,562 +3%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$55.8M +$6.55M +383,558 +14%
Charles Schwab
15
Charles Schwab
California
$54.6M +$1.68M +98,519 +3%
WCP
16
Waterfront Capital Partners
New York
$54.5M +$6.31M +369,557 +14%
Northern Trust
17
Northern Trust
Illinois
$53.3M -$2.13M -124,526 -4%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$48.6M +$2.49M +145,591 +6%
Prudential Financial
19
Prudential Financial
New Jersey
$47.2M +$9.09M +532,217 +26%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$45.4M -$281K -16,474 -0.7%
Norges Bank
21
Norges Bank
Norway
$44.6M +$2.05M +120,288 +5%
Fisher Asset Management
22
Fisher Asset Management
Washington
$41.2M -$472K -27,631 -1%
FCM
23
Frontier Capital Management
Massachusetts
$38.5M +$2.37M +138,740 +7%
Legal & General Group
24
Legal & General Group
United Kingdom
$31.8M -$2.89M -169,065 -9%
JP Morgan Chase
25
JP Morgan Chase
New York
$24.1M -$17.6M -1,028,704 -44%

IRT Hedge Fund Activity: Q2 2023 in Review

355 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q2 2023, worth a combined $3.55B — up 14% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IRT positions and 34 closed out — a net gain of 4 holders — while 129 added to existing stakes and 133 trimmed.

The largest buyer was BlackRock, adding an estimated $53M. The largest seller was AllianceBernstein, cutting an estimated $26.5M.

  • 355 institutional investors held Independence Realty Trust (IRT) as of Q2 2023, up from 352 in Q1 2023.
  • Funds reported $3.55B of Independence Realty Trust stock for Q2 2023, up 14% quarter-over-quarter.
  • 38 funds opened new Independence Realty Trust positions in Q2 2023 and 34 closed out, a net change of +4 holders.
  • The largest Independence Realty Trust buyer in Q2 2023 was BlackRock, an estimated $53M added.
  • The largest Independence Realty Trust seller in Q2 2023 was AllianceBernstein, an estimated $26.5M sold.

Based on aggregated 13F filings for Q2 2023.