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Independence Realty Trust
IRT

334 hedge funds and large institutions have $3.17B invested in Independence Realty Trust in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 117 increasing their positions, 125 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

492% more call options, than puts

Call options by funds: $6.24M | Put options by funds: $1.05M

18% more capital invested

Capital invested by funds: $2.69B → $3.17B (+$485M)

7.27% more ownership

Funds ownership: 84.98% → 92.25% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 125

7% less funds holding

Funds holding: 359 → 334 (-25)

38% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 58

Holders
334
Holders Change
-25
Holders Change %
-6.96%
% of All Funds
4.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
117
Reduced
125
Closed
58
Calls
$6.24M
Puts
$1.05M
Net Calls
+$5.18M
Net Calls Change
+$5.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$223M
2
UBS Group
UBS Group
Switzerland
+$41.9M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$26.6M
4
WCP
Waterfront Capital Partners
New York
+$24.8M
5
CIM
Centersquare Investment Management
Pennsylvania
+$19M

Top Sellers

1
LPC
Long Pond Capital
New York
-$76.6M
2
Prudential Financial
Prudential Financial
New Jersey
-$26.2M
3
N
Nuveen
North Carolina
-$25.3M
4
Goldman Sachs
Goldman Sachs
New York
-$16M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$550M +$16.1M +1,163,569 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$496M -$1.53M -110,807 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$265M +$223M +16,122,206 +1,377%
State Street
4
State Street
Massachusetts
$214M +$1.83M +132,202 +1%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$160M +$26.6M +1,918,707 +22%
Macquarie Group
6
Macquarie Group
Australia
$135M -$664K -47,940 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$83.2M +$3.11M +224,259 +4%
Jennison Associates
8
Jennison Associates
New York
$63.2M +$13M +941,676 +30%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$58M -$1.42M -102,393 -3%
LPC
10
Long Pond Capital
New York
$52.3M -$76.6M -5,528,725 -62%
Norges Bank
11
Norges Bank
Norway
$52M +$11.7M +847,170 +33%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$49.2M +$264K +19,060 +0.6%
Charles Schwab
13
Charles Schwab
California
$49M +$2.21M +159,771 +5%
RGREA
14
Ranger Global Real Estate Advisors
Colorado
$48.8M -$4.82M -348,193 -10%
UBS Group
15
UBS Group
Switzerland
$47.5M +$41.9M +3,022,843 +3,614%
FCM
16
Frontier Capital Management
Massachusetts
$45.3M +$6.64M +479,379 +19%
Northern Trust
17
Northern Trust
Illinois
$41.7M -$2.01M -145,121 -5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$37.8M +$955K +68,983 +3%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$37.5M -$2.33M -168,503 -6%
CIM
20
Centersquare Investment Management
Pennsylvania
$33.7M +$19M +1,371,851 +165%
Fisher Asset Management
21
Fisher Asset Management
Washington
$30.6M -$5.25M -378,999 -16%
WCP
22
Waterfront Capital Partners
New York
$30.4M +$24.8M +1,788,354 +895%
Legal & General Group
23
Legal & General Group
United Kingdom
$28M +$1.31M +94,327 +5%
UBS AM
24
UBS AM
Illinois
$21M +$1.44M +104,010 +8%
JP Morgan Chase
25
JP Morgan Chase
New York
$20.8M +$1.12M +80,628 +6%
1
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IRT Hedge Fund Activity: Q4 2023 in Review

334 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2023, worth a combined $3.17B — up 18% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of IRT and 36 opened new positions — a net loss of 22 holders — while 125 trimmed existing stakes and 117 added.

The largest buyer was Morgan Stanley, adding an estimated $223M. The largest seller was Long Pond Capital, cutting an estimated $76.6M.

  • 334 institutional investors held Independence Realty Trust (IRT) as of Q4 2023, down from 359 in Q3 2023.
  • Funds reported $3.17B of Independence Realty Trust stock for Q4 2023, up 18% quarter-over-quarter.
  • 36 funds opened new Independence Realty Trust positions in Q4 2023 and 58 closed out, a net change of -22 holders.
  • The largest Independence Realty Trust buyer in Q4 2023 was Morgan Stanley, an estimated $223M added.
  • The largest Independence Realty Trust seller in Q4 2023 was Long Pond Capital, an estimated $76.6M sold.

Based on aggregated 13F filings for Q4 2023.