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InvenTrust Properties

279 hedge funds and large institutions have $1.07B invested in InvenTrust Properties in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $104K

15% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 92

0.98% more ownership

Funds ownership: 62.43%63.41% (+0.98%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$21.6M)

4% less funds holding

Funds holding: 290279 (-11)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
106
Reduced
92
Closed
36
Calls
$2.02M
Puts
$104K
Net Calls
+$1.92M
Net Calls Change
-$606K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
226
Global Retirement Partners
California
$18.5K
DWS
227
Dynamic Wealth Strategies
California
$17K +$17.5K +706 New
Jones Financial Companies
228
Jones Financial Companies
Missouri
$16.8K
MIA
229
MeadowBrook Investment Advisors
Michigan
$16.7K
BTI
230
Blue Trust Inc
Georgia
$16K -$6.21K -251 -29%
SPIA
231
Steward Partners Investment Advisory
New York
$15.4K -$1.48K -60 -9%
HF
232
Halpern Financial
Virginia
$15.3K
CWM
233
Cranbrook Wealth Management
Michigan
$14.6K
S
234
SignatureFD
Georgia
$14.4K +$693 +28 +5%
RDFA
235
Ritter Daniher Financial Advisory
Ohio
$12.8K +$12.8K +518 New
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$12K -$5.94K -240 -33%
CFD
237
Creative Financial Designs
Indiana
$11.8K -$9.3K -376 -44%
SWS
238
SYSTM Wealth Solutions
Illinois
$11K
LFG
239
Larson Financial Group
Missouri
$10.4K +$10.4K +419 New
FFA
240
Farther Finance Advisors
California
$10.1K +$1.51K +61 +17%
SFA
241
Semmax Financial Advisors
North Carolina
$9.81K
GWSG
242
GPS Wealth Strategies Group
Colorado
$9.53K
RF
243
Robinswood Financial
Washington
$9.53K
MA
244
MCF Advisors
Kentucky
$9.51K -$4.4K -178 -32%
BTC
245
Bank & Trust Company
Illinois
$8.91K +$8.9K +360 New
RFG
246
RFP Financial Group
Georgia
$8.79K
OP
247
ORG Partners
Indiana
$8.14K +$8.24K +333 New
MIFH
248
Migdal Insurance & Financial Holdings
Israel
$8K -$717 -29 -8%
NC
249
NewSquare Capital
Pennsylvania
$7.3K -$23.3K -943 -76%
AAG
250
Armstrong Advisory Group
Massachusetts
$7.25K

IVT Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2024, worth a combined $1.07B — down 2% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IVT and 29 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 106 added.

The largest buyer was Principal Financial Group, adding an estimated $17.5M. The largest seller was UBS AM, cutting an estimated $8.05M.

  • 279 institutional investors held InvenTrust Properties (IVT) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $1.07B of InvenTrust Properties stock for Q2 2024, down 2% quarter-over-quarter.
  • 29 funds opened new InvenTrust Properties positions in Q2 2024 and 36 closed out, a net change of -7 holders.
  • The largest InvenTrust Properties buyer in Q2 2024 was Principal Financial Group, an estimated $17.5M added.
  • The largest InvenTrust Properties seller in Q2 2024 was UBS AM, an estimated $8.05M sold.

Based on aggregated 13F filings for Q2 2024.