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InvenTrust Properties
IVT

Overview Fund Activity

288 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, 109 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+17
Holders Change %
+6.27%
% 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
109
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.53M
Net Calls Change
+$2.09M

Top Buyers

1
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$11.9M
2
Principal Financial Group
Principal Financial Group
Iowa
$68.7M
3
Verition Fund Management
Verition Fund Management
Connecticut
$8.25M
4
Prudential Financial
Prudential Financial
New Jersey
$18.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$8.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$31.4M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$0
3
State Street
State Street
Massachusetts
$64.8M
4
TAM
Third Avenue Management
New York
$4.71M
5
Millennium Management
Millennium Management
New York
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
226
Comerica Bank
Texas
$31.7K -$386 -15 -1%
PMFA
227
Plante Moran Financial Advisors
Michigan
$30.2K – – –
CIAS
228
CBIZ Investment Advisory Services
Ohio
$28.4K +$28.4K +1,096 New
PS
229
Principal Securities
Iowa
$28.1K -$566 -22 -2%
WAS
230
Winch Advisory Services
Wisconsin
$27.7K +$231 +9 +0.8%
HGERS
231
Householder Group Estate & Retirement Specialist
Arizona
$26.5K – – –
AP
232
Aspect Partners
Virginia
$26.2K – – –
EL
233
EMFO LLC
Florida
$25.7K – – –
TRCT
234
Tower Research Capital (TRC)
New York
$25K -$857K -33,349 -97%
BTI
235
Blue Trust Inc
Georgia
$22.4K – – –
CFD
236
Creative Financial Designs
Indiana
$21.9K +$51 +2 +0.2%
SWM
237
Spire Wealth Management
Virginia
$21.2K – – –
CAM
238
Creekmur Asset Management
Illinois
$20.9K +$154 +6 +0.7%
BFS
239
Bare Financial Services
Pennsylvania
$20.4K +$12.7K +500 +164%
BMC
240
Bear Mountain Capital
Washington
$19.4K – – –
CTWM
241
Cherry Tree Wealth Management
Minnesota
$19.4K – – –
GRP
242
Global Retirement Partners
California
$19.2K -$10.3K -400 -35%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$18.6K -$4.4K -171 -19%
SPIA
244
Steward Partners Investment Advisory
New York
$17.5K +$1.54K +60 +10%
Jones Financial Companies
245
Jones Financial Companies
Missouri
$17.5K +$17.5K +680 New
MIA
246
MeadowBrook Investment Advisors
Michigan
$17.4K – – –
QL
247
Quarry LP
New York
$16K +$16K +621 New
CWM
248
Cranbrook Wealth Management
Michigan
$15.2K – – –
HF
249
Halpern Financial
Virginia
$15K – – –
MA
250
MCF Advisors
Kentucky
$14.5K -$5.21K -202 -26%
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