Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Independence Rlty Tr Inc (IRT)

389 + Investors. Track Smart Money conviction in IRT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — IRT

Based on 395 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
395 hedge funds hold IRT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding IRT is almost the same as a year ago (+8 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

191 buying178 selling
Last quarter: 191 funds bought or added vs 178 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~51 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 47 → 54 → 50 → 51. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 15% new
262 out of 395 hedge funds have held IRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +23% but shares only +4% — price-driven

Value
+23%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~51 new funds/quarter

43 → 47 → 54 → 50 → 51 new funds/Q
New funds entering each quarter: 47 → 54 → 50 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 72% veterans vs 15% newcomers

■ 72% veterans ■ 13% 1-2yr ■ 15% new
Entry-cohort mix of 395 holders: 284 (72%) are 2+ year veterans, 52 entered 1–2 years ago, and 59 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
60 of 393 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IRT

In 2026 Q2, 191 hedge funds were net buyers of IRT (51 opened a new position, 140 added to an existing one), while 178 reduced or exited (139 trimmed, 39 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 58% of total institutional value in IRT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 395.

Hedge Fund Ownership: IRT

How many hedge funds hold IRT — quarterly history vs. share price
Quarterly hedge fund ownership of IRT vs. share price

Market Analysis: IRT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IRT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: IRT
389 + Investors

Track Smart Money conviction in IRT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 389 383 1.57%
13F Shares 232M 228M 2.12%
Total Value $3.67B $3.20B 14.77%
New Positions 50 50 -
Increased Positions 137 124 +13
Closed Positions 42 37 +5
Reduced Positions 140 145 -5
Total Calls 1 0 100%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: IRT

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Institutional Holders (2026 Q2)

389 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IRT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IRT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Argosy-Lionbridge Management, LLC 19.10% 1,820,965 $30.4M
2 Long Pond Capital, LP 8.23% 5,127,246 $85.6M
3 GRS Advisors, LLC 3.19% 2,261,567 $37.7M
4 Rush Island Management, LP 2.56% 2,316,753 $38.7M
5 Sophron Capital Management L.P. 2.21% 427,943 $7.1M
6 B&I Capital AG 1.83% 49,680 $829K
7 Slocum, Gordon & Co LLP 0.99% 89,101 $1.5M
8 Lightrock Netherlands B.V. 0.82% 247,706 $4.1M
9 RM Financial Services, LLC 0.80% 64,225 $1.1M
10 Taylor Frigon Capital Management LLC 0.75% 96,631 $1.6M
11 Phocas Financial Corp. 0.62% 268,847 $4.5M
12 Lighthouse Investment Partners, LLC 0.47% 1,024,729 $17.1M
13 Cramer Rosenthal Mcglynn LLC 0.41% 487,559 $8.1M
14 Grove Bank & Trust 0.39% 236,740 $4.0M
15 Frontier Capital Management Co LLC 0.37% 2,376,740 $39.7M
16 Centersquare Investment Management LLC 0.33% 2,350,383 $39.2M
17 River Road Asset Management, LLC 0.33% 1,751,510 $29.2M
18 Prosperitas Financial LLC 0.31% 58,055 $969K
19 Pointe Capital Management LLC 0.20% 26,965 $450K
20 Peregrine Capital Management LLC 0.19% 358,681 $6.0M
21 Hilton Capital Management, LLC 0.19% 165,860 $2.8M
22 Cbre Investment Management Listed Real Assets LLC 0.18% 791,922 $13.2M
23 Engineers Gate Manager LP 0.18% 839,128 $14.0M
24 Crawford Investment Counsel Inc 0.18% 645,140 $10.8M
25 Integrated Wealthcare, LLC 0.16% 12,790 $213K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Independence Rlty Tr Inc (IRT)

What does the Smart Money Trend signal show for IRT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IRT?

Slight buying edge — 52% buying: Last quarter: 191 funds bought or added vs 178 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IRT holders?

Elite ownership — 58% AUM from top-100 funds: 60 of 393 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in IRT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IRT?

66% of holders stayed for 2+ years: 262 out of 395 hedge funds have held IRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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