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Independence Realty Trust

406 hedge funds and large institutions have $5.44B invested in Independence Realty Trust in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 136 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $184K | Put options by funds: $43K

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $4.59B → $5.44B (+$845M)

6.64% more ownership

Funds ownership: 95.53%102.16% (+6.6%)

4% more funds holding

Funds holding: 392406 (+14)

7% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 136

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
406
Holders Change
+14
Holders Change %
+3.57%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
55
Increased
145
Reduced
136
Closed
36
Calls
$184K
Puts
$43K
Net Calls
+$141K
Net Calls Change
-$798K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$871M -$10K -491 -1%
BlackRock
2
BlackRock
New York
$682M +$12.4M +607,134 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$640M -$5.53M -270,884 -0.8%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$285M -$5.34M -261,700 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$266M +$41.6M +2,037,968 +18%
State Street
6
State Street
Massachusetts
$256M +$7.59M +371,708 +3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$190M -$14.5K -711 -0%
Macquarie Group
8
Macquarie Group
Australia
$178M -$7.17M -350,982 -4%
LPC
9
Long Pond Capital
New York
$169M +$146K +7,130 +0.1%
Jennison Associates
10
Jennison Associates
New York
$122M +$5.7M +278,959 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$116M -$600K -29,412 -0.5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$86.9M +$7.19M +352,307 +9%
Charles Schwab
13
Charles Schwab
California
$70.7M +$1.24M +60,919 +2%
Northern Trust
14
Northern Trust
Illinois
$70.5M +$16.2M +793,403 +29%
FCM
15
Frontier Capital Management
Massachusetts
$67.8M -$3.96M -194,070 -5%
Deutsche Bank
16
Deutsche Bank
Germany
$67.1M +$29M +1,421,377 +73%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$64.3M -$314K -15,379 -0.5%
Morgan Stanley
18
Morgan Stanley
New York
$57M +$20M +979,125 +52%
Goldman Sachs
19
Goldman Sachs
New York
$49.9M +$2.6M +127,520 +5%
JP Morgan Chase
20
JP Morgan Chase
New York
$49.7M +$241K +11,784 +0.5%
Citigroup
21
Citigroup
New York
$47.1M +$41.4M +2,026,340 +585%
ACM
22
AEW Capital Management
Massachusetts
$46M +$8.87M +434,290 +23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$38.8M -$1.92M -94,052 -5%
Fisher Asset Management
24
Fisher Asset Management
Washington
$38.5M -$898K -43,990 -2%
BAMCO Inc
25
BAMCO Inc
New York
$34M +$29.9M +1,464,400 +592%

IRT Hedge Fund Activity: Q4 2024 in Review

406 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Independence Realty Trust (IRT) for Q4 2024, worth a combined $5.44B — up 18% from $4.59B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IRT positions and 36 closed out — a net gain of 19 holders — while 145 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $41.6M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $32M sold.

  • 406 institutional investors held Independence Realty Trust (IRT) as of Q4 2024, up from 392 in Q3 2024.
  • Funds reported $5.44B of Independence Realty Trust stock for Q4 2024, up 18% quarter-over-quarter.
  • 55 funds opened new Independence Realty Trust positions in Q4 2024 and 36 closed out, a net change of +19 holders.
  • The largest Independence Realty Trust buyer in Q4 2024 was Wellington Management Group, an estimated $41.6M added.
  • The largest Independence Realty Trust seller in Q4 2024 was Waterfront Capital Partners, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2024.