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InvenTrust Properties

303 hedge funds and large institutions have $1.48B invested in InvenTrust Properties in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 101 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $565K | Put options by funds: $241K

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

39% more capital invested

Capital invested by funds: $1.07B → $1.48B (+$415M)

25% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 81

9% more funds holding

Funds holding: 279303 (+24)

4.57% more ownership

Funds ownership: 63.41%67.98% (+4.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
54
Increased
101
Reduced
81
Closed
28
Calls
$565K
Puts
$241K
Net Calls
+$324K
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
226
Hantz Financial Services
Michigan
$59K -$5.58K -201 -9%
Fidelity International
227
Fidelity International
Bermuda
$54.1K -$96.6K -3,483 -65%
PA
228
Parallel Advisors
California
$50.6K
EWA
229
EverSource Wealth Advisors
Alabama
$47.4K
CAM
230
Creekmur Asset Management
Illinois
$45.9K +$22.1K +795 +97%
NA
231
NewEdge Advisors
Louisiana
$44.8K -$33.8K -1,219 -44%
AP
232
Atwood & Palmer
Missouri
$41.9K
CA
233
CoreCap Advisors
Michigan
$39.3K
NFSG
234
Newbridge Financial Services Group
Florida
$39.2K
Comerica Bank
235
Comerica Bank
Texas
$33.9K -$694 -25 -2%
PMFA
236
Plante Moran Financial Advisors
Michigan
$33.4K
PS
237
Principal Securities
Iowa
$31.6K +$2.16K +78 +8%
WAS
238
Winch Advisory Services
Wisconsin
$31.1K +$277 +10 +0.9%
HGERS
239
Householder Group Estate & Retirement Specialist
Arizona
$29K
AP
240
Aspect Partners
Virginia
$28.9K
FMII
241
Farmers & Merchants Investments Inc
Nebraska
$26.7K +$26.1K +942 New
BMC
242
Bear Mountain Capital
Washington
$23.8K
Jones Financial Companies
243
Jones Financial Companies
Missouri
$23.6K +$4.22K +152 +22%
SWM
244
Spire Wealth Management
Virginia
$23.4K -$8.54K -308 -27%
CIAS
245
CBIZ Investment Advisory Services
Ohio
$23.2K +$111 +4 +0.5%
LIS
246
Legacy Investment Solutions
Idaho
$23.2K +$21.2K +763 New
LWMI
247
Legacy Wealth Management (Idaho)
Idaho
$23.2K +$21.2K +763 New
BFS
248
Bare Financial Services
Pennsylvania
$22.8K
CTWM
249
Cherry Tree Wealth Management
Minnesota
$21.4K
GRP
250
Global Retirement Partners
California
$21.2K

IVT Hedge Fund Activity: Q3 2024 in Review

303 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2024, worth a combined $1.48B — up 39% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IVT positions and 28 closed out — a net gain of 26 holders — while 101 added to existing stakes and 81 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $34.6M. The largest seller was Rush Island Management, exiting entirely with an estimated $14.1M sold.

  • 303 institutional investors held InvenTrust Properties (IVT) as of Q3 2024, up from 279 in Q2 2024.
  • Funds reported $1.48B of InvenTrust Properties stock for Q3 2024, up 39% quarter-over-quarter.
  • 54 funds opened new InvenTrust Properties positions in Q3 2024 and 28 closed out, a net change of +26 holders.
  • The largest InvenTrust Properties buyer in Q3 2024 was Centersquare Investment Management, an estimated $34.6M added.
  • The largest InvenTrust Properties seller in Q3 2024 was Rush Island Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2024.