We are live on ! Find out more
IVT icon

InvenTrust Properties

212 hedge funds and large institutions have $897M invested in InvenTrust Properties in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $679M → $897M (+$218M)

32% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 50

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8.45% more ownership

Funds ownership: 34.93%43.37% (+8.4%)

7% more funds holding

Funds holding: 199212 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less call options, than puts

Call options by funds: $544K | Put options by funds: $622K

Holders
212
Holders Change
+13
Holders Change %
+6.53%
% 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
59
Reduced
48
Closed
50
Calls
$544K
Puts
$622K
Net Calls
-$78K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
NF
226
Nikulski Financial
Iowa
-$355K -13,029 Closed
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
-$350K -12,847 Closed
IWP
228
Insight Wealth Partners
Texas
-$316K -11,588 Closed
PAG
229
Private Advisor Group
New Jersey
-$271K -9,938 Closed
CCM
230
Consolidated Capital Management
California
-$251K -9,192 Closed
IAIM
231
International Assets Investment Management
Florida
-$231K -8,470 Closed
CA
232
Crumly & Associates
Illinois
-$219K -8,422 Closed
SA
233
Stewardship Advisors
Pennsylvania
-$229K -8,416 Closed
MML Investors Services
234
MML Investors Services
Massachusetts
-$227K -8,323 Closed
RCS
235
Retirement Capital Strategies
California
-$226K -8,283 Closed
DBRC
236
D.B. Root & Company
Pennsylvania
-$212K -7,805 Closed
APW
237
Austin Private Wealth
Texas
-$212K -7,787 Closed
XT
238
XTX Topco
Cayman Islands
-$211K -7,752 Closed
GC
239
Guggenheim Capital
Illinois
-$207K -7,586 Closed
WAP
240
Wealthcare Advisory Partners
Pennsylvania
-$203K -7,450 Closed
BA
241
Bellwether Advisors
Nebraska
-$92K -3,376 Closed
TSWM
242
Tyler-Stone Wealth Management
Ohio
-$86K -3,147 Closed
CA
243
CoreCap Advisors
Michigan
-$67K -2,447 Closed
TC
244
TAP Consulting
Missouri
-$45K -1,641 Closed
AHIA
245
Andrew Hill Investment Advisors
Florida
-$31K -1,166 Closed
CAL
246
Capital Advisors Ltd
Ohio
-$30K -1,100 Closed
RPCONE
247
Retirement Planning Company of New England
Rhode Island
-$21K -778 Closed
SF
248
SBK Financial
Virginia
-$16K -590 Closed
GWA
249
Gibson Wealth Advisors
Texas
-$13K -481 Closed
NC
250
NewSquare Capital
Pennsylvania
-$13K -477 Closed

IVT Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2022, worth a combined $897M — up 32% from $679M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IVT positions and 50 closed out — a net gain of 16 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $26.3M. The largest seller was Ranger Global Real Estate Advisors, exiting entirely with an estimated $24M sold.

  • 212 institutional investors held InvenTrust Properties (IVT) as of Q1 2022, up from 199 in Q4 2021.
  • Funds reported $897M of InvenTrust Properties stock for Q1 2022, up 32% quarter-over-quarter.
  • 66 funds opened new InvenTrust Properties positions in Q1 2022 and 50 closed out, a net change of +16 holders.
  • The largest InvenTrust Properties buyer in Q1 2022 was Waterfront Capital Partners, an estimated $26.3M added.
  • The largest InvenTrust Properties seller in Q1 2022 was Ranger Global Real Estate Advisors, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2022.