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InvenTrust Properties

290 hedge funds and large institutions have $1.09B invested in InvenTrust Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $447K

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 273290 (+17)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$8.05M)

1.68% less ownership

Funds ownership: 64.11%62.43% (-1.7%)

31% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 110

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+17
Holders Change %
+6.23%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
76
Reduced
110
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.52M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
226
NewSquare Capital
Pennsylvania
$31.8K +$23.7K +943 +320%
Comerica Bank
227
Comerica Bank
Texas
$31.7K -$378 -15 -1%
PMFA
228
Plante Moran Financial Advisors
Michigan
$30.2K
CIAS
229
CBIZ Investment Advisory Services
Ohio
$28.4K +$27.6K +1,096 New
PS
230
Principal Securities
Iowa
$28.1K -$554 -22 -2%
WAS
231
Winch Advisory Services
Wisconsin
$27.7K +$227 +9 +0.8%
HGERS
232
Householder Group Estate & Retirement Specialist
Arizona
$26.5K
AP
233
Aspect Partners
Virginia
$26.2K
EL
234
EMFO LLC
Florida
$25.7K
TRCT
235
Tower Research Capital (TRC)
New York
$25K -$840K -33,349 -97%
BTI
236
Blue Trust Inc
Georgia
$22.4K
CFD
237
Creative Financial Designs
Indiana
$21.9K +$50 +2 +0.2%
SWM
238
Spire Wealth Management
Virginia
$21.2K
CAM
239
Creekmur Asset Management
Illinois
$20.9K +$151 +6 +0.7%
BFS
240
Bare Financial Services
Pennsylvania
$20.4K +$12.6K +500 +164%
BMC
241
Bear Mountain Capital
Washington
$19.4K
CTWM
242
Cherry Tree Wealth Management
Minnesota
$19.4K
GRP
243
Global Retirement Partners
California
$19.2K -$10.1K -400 -35%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$18.6K -$4.31K -171 -19%
SPIA
245
Steward Partners Investment Advisory
New York
$17.5K +$1.51K +60 +10%
Jones Financial Companies
246
Jones Financial Companies
Missouri
$17.5K +$17.1K +680 New
MIA
247
MeadowBrook Investment Advisors
Michigan
$17.4K
QL
248
Quarry LP
New York
$16K +$15.6K +621 New
CWM
249
Cranbrook Wealth Management
Michigan
$15.2K
HF
250
Halpern Financial
Virginia
$15K

IVT Hedge Fund Activity: Q1 2024 in Review

290 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2024, worth a combined $1.09B — down 0.73% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IVT positions and 29 closed out — a net gain of 18 holders — while 76 added to existing stakes and 110 trimmed.

The largest buyer was Van Lanschot Kempen Investment Management, opening a new position worth an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $40.5M.

  • 290 institutional investors held InvenTrust Properties (IVT) as of Q1 2024, up from 273 in Q4 2023.
  • Funds reported $1.09B of InvenTrust Properties stock for Q1 2024, down 0.73% quarter-over-quarter.
  • 47 funds opened new InvenTrust Properties positions in Q1 2024 and 29 closed out, a net change of +18 holders.
  • The largest InvenTrust Properties buyer in Q1 2024 was Van Lanschot Kempen Investment Management, an estimated $11.7M added.
  • The largest InvenTrust Properties seller in Q1 2024 was Morgan Stanley, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2024.