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InvenTrust Properties

271 hedge funds and large institutions have $1.1B invested in InvenTrust Properties in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
75
Reduced
92
Closed
30
Calls
$749K
Puts
$314K
Net Calls
+$435K
Net Calls Change
-$265K
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
226
Cherry Tree Wealth Management
Minnesota
$19.1K
MIA
227
MeadowBrook Investment Advisors
Michigan
$17.1K +$17.1K +675 New
SPIA
228
Steward Partners Investment Advisory
New York
$15.8K
HF
229
Halpern Financial
Virginia
$15.5K
CWM
230
Cranbrook Wealth Management
Michigan
$15K
S
231
SignatureFD
Georgia
$14K
MIFH
232
Migdal Insurance & Financial Holdings
Israel
$13K -$8K -317 -38%
SWS
233
SYSTM Wealth Solutions
Illinois
$11.3K +$11.3K +441 New
EC
234
EntryPoint Capital
New York
$10.3K +$10.3K +408 New
GWSG
235
GPS Wealth Strategies Group
Colorado
$9.76K
FFA
236
Farther Finance Advisors
California
$9.53K +$9.53K +376 New
RFG
237
RFP Financial Group
Georgia
$9K
SFA
238
Semmax Financial Advisors
North Carolina
$8.84K
OP
239
ORG Partners
Indiana
$8.44K
NRG
240
Nemes Rush Group
Michigan
$7.88K +$7.88K +311 New
BFS
241
Bare Financial Services
Pennsylvania
$7.7K +$7.7K +304 New
NC
242
NewSquare Capital
Pennsylvania
$7.48K
AAG
243
Armstrong Advisory Group
Massachusetts
$7.43K
CA
244
Clearstead Advisors
Ohio
$7.27K -$7.27K -287 -50%
RWPA
245
Richard W. Paul & Associates
Michigan
$7.22K
PA
246
Pineridge Advisors
Missouri
$6.82K +$6.82K +269 New
SIC
247
Salem Investment Counselors
North Carolina
$6.57K
DF
248
Dunhill Financial
United Kingdom
$6.39K +$6.39K +252 New
PS
249
Planned Solutions
California
$6.31K +$6.31K +249 New
MCM
250
MV Capital Management
Maryland
$5.91K