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InvenTrust Properties
IVT

Overview Fund Activity

211 hedge funds and large institutions have $896M invested in InvenTrust Properties in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+13
Holders Change %
+6.57%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
66
Increased
58
Reduced
48
Closed
50
Calls
$544K
Puts
$622K
Net Calls
-$78K
Net Calls Change
-$33K

Top Buyers

1
WCP
Waterfront Capital Partners
New York
$29.7M
2
Principal Financial Group
Principal Financial Group
Iowa
$157M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$26.7M
4
LPC
Long Pond Capital
New York
$23.9M
5
Millennium Management
Millennium Management
New York
$48.2M

Top Sellers

1
RGREA
Ranger Global Real Estate Advisors
Colorado
$0
2
RIM
Rush Island Management
New York
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.5M
4
B
Bridgeworth
Alabama
$331K
5
CC
Conversant Capital
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
– -$350K -12,847 Closed
IWP
227
Insight Wealth Partners
Texas
– -$316K -11,588 Closed
PAG
228
Private Advisor Group
New Jersey
– -$271K -9,938 Closed
CCM
229
Consolidated Capital Management
California
– -$251K -9,192 Closed
IAIM
230
International Assets Investment Management
Florida
– -$231K -8,470 Closed
CA
231
Crumly & Associates
Illinois
– -$219K -8,422 Closed
SA
232
Stewardship Advisors
Pennsylvania
– -$229K -8,416 Closed
MML Investors Services
233
MML Investors Services
Massachusetts
– -$227K -8,323 Closed
RCS
234
Retirement Capital Strategies
California
– -$226K -8,283 Closed
DBRC
235
D.B. Root & Company
Pennsylvania
– -$212K -7,805 Closed
APW
236
Austin Private Wealth
Texas
– -$212K -7,787 Closed
XT
237
XTX Topco
Cayman Islands
– -$211K -7,752 Closed
GC
238
Guggenheim Capital
Illinois
– -$207K -7,586 Closed
WAP
239
Wealthcare Advisory Partners
Pennsylvania
– -$203K -7,450 Closed
BA
240
Bellwether Advisors
Nebraska
– -$92K -3,376 Closed
TSWM
241
Tyler-Stone Wealth Management
Ohio
– -$86K -3,147 Closed
CA
242
CoreCap Advisors
Michigan
– -$67K -2,447 Closed
TC
243
TAP Consulting
Missouri
– -$45K -1,641 Closed
AHIA
244
Andrew Hill Investment Advisors
Florida
– -$31K -1,166 Closed
CAL
245
Capital Advisors Ltd
Ohio
– -$30K -1,100 Closed
RPCONE
246
Retirement Planning Company of New England
Rhode Island
– -$21K -778 Closed
SF
247
SBK Financial
Virginia
– -$16K -590 Closed
GWA
248
Gibson Wealth Advisors
Texas
– -$13K -481 Closed
NC
249
NewSquare Capital
Pennsylvania
– -$13K -477 Closed
SSB
250
Sandy Spring Bank
Maryland
– -$11K -393 Closed
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