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InvenTrust Properties

258 hedge funds and large institutions have $955M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,684% more call options, than puts

Call options by funds: $719K | Put options by funds: $19K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $892M → $955M (+$63.2M)

6% more funds holding

Funds holding: 243258 (+15)

1.56% more ownership

Funds ownership: 57.82%59.39% (+1.6%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
92
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
RF
226
Robinswood Financial
Washington
$9.17K
MA
227
MCF Advisors
Kentucky
$9.14K
SFA
228
Semmax Financial Advisors
North Carolina
$8.59K +$8.49K +353 New
RFG
229
RFP Financial Group
Georgia
$8.45K
OP
230
ORG Partners
Indiana
$7.93K
NC
231
NewSquare Capital
Pennsylvania
$7.02K
AAG
232
Armstrong Advisory Group
Massachusetts
$6.98K -$34K -1,414 -83%
RWPA
233
Richard W. Paul & Associates
Michigan
$6.79K
AWA
234
Authentikos Wealth Advisory
California
$6.74K +$6.81K +283 New
BCM
235
Blume Capital Management
California
$6.19K
SIC
236
Salem Investment Counselors
North Carolina
$6.17K
ADL
237
Asset Dedication LLC
California
$6K
MCM
238
MV Capital Management
Maryland
$5.55K
NS
239
NBC Securities
Alabama
$5K +$5.75K +239 New
CSPIA
240
Cary Street Partners Investment Advisory
Virginia
$4.52K
NL
241
NVWM LLC
Pennsylvania
$4.35K
CCP
242
Carmel Capital Partners
California
$3.9K +$3.94K +164 New
AF
243
Advisornet Financial
Minnesota
$3.74K -$12K -499 -76%
WAM
244
WFA Asset Management
Wisconsin
$3.65K +$24 +1 +0.7%
SL
245
Salomon & Ludwin
Virginia
$3.62K +$3.65K +152 New
Russell Investments Group
246
Russell Investments Group
United Kingdom
$3.48K -$94.6K -3,932 -96%
TAM
247
Tucker Asset Management
Colorado
$3.45K
Legacy Financial Group (Iowa)
248
Legacy Financial Group (Iowa)
Iowa
$3.24K +$3.27K +136 New
HFS
249
HBC Financial Services
Washington
$3K
BCMIO
250
Beacon Capital Management Inc (Ohio)
Ohio
$2.38K

IVT Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2023, worth a combined $955M — up 7.1% from $892M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IVT positions and 16 closed out — a net gain of 17 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Prudential Financial, adding an estimated $9.28M. The largest seller was Goldman Sachs, cutting an estimated $6.29M.

  • 258 institutional investors held InvenTrust Properties (IVT) as of Q3 2023, up from 243 in Q2 2023.
  • Funds reported $955M of InvenTrust Properties stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 33 funds opened new InvenTrust Properties positions in Q3 2023 and 16 closed out, a net change of +17 holders.
  • The largest InvenTrust Properties buyer in Q3 2023 was Prudential Financial, an estimated $9.28M added.
  • The largest InvenTrust Properties seller in Q3 2023 was Goldman Sachs, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.