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InvenTrust Properties
IVT

Overview Fund Activity

300 hedge funds and large institutions have $1.48B invested in InvenTrust Properties in 2024 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+24
Holders Change %
+8.7%
% of All Funds
4.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
53
Increased
101
Reduced
80
Closed
27
Calls
$565K
Puts
$241K
Net Calls
+$324K
Net Calls Change
-$1.6M

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$35.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$304M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$25.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$33M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$117M

Top Sellers

1
RIM
1
Rush Island Management
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$13.5M
3
SSA
3
Schonfeld Strategic Advisors
New York
$309K
4
CCM
4
Chilton Capital Management
Texas
$8.34M
5
SC
5
Savant Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$50.6K – – –
EWA
227
EverSource Wealth Advisors
Alabama
$47.4K – – –
CAM
228
Creekmur Asset Management
Illinois
$45.9K +$22.5K +795 +97%
NA
229
NewEdge Advisors
Louisiana
$44.8K -$34.6K -1,219 -44%
AP
230
Atwood & Palmer
Missouri
$41.9K – – –
CA
231
CoreCap Advisors
Michigan
$39.3K – – –
NFSG
232
Newbridge Financial Services Group
Florida
$39.2K – – –
Comerica Bank
233
Comerica Bank
Texas
$33.9K -$709 -25 -2%
PMFA
234
Plante Moran Financial Advisors
Michigan
$33.4K – – –
PS
235
Principal Securities
Iowa
$31.6K +$2.21K +78 +8%
WAS
236
Winch Advisory Services
Wisconsin
$31.1K +$284 +10 +0.9%
HGERS
237
Householder Group Estate & Retirement Specialist
Arizona
$29K – – –
AP
238
Aspect Partners
Virginia
$28.9K – – –
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$26.7K +$26.7K +942 New
BMC
240
Bear Mountain Capital
Washington
$23.8K – – –
Jones Financial Companies
241
Jones Financial Companies
Missouri
$23.6K +$4.31K +152 +22%
SWM
242
Spire Wealth Management
Virginia
$23.4K -$8.74K -308 -27%
CIAS
243
CBIZ Investment Advisory Services
Ohio
$23.2K +$115 +4 +0.5%
LIS
244
Legacy Investment Solutions
Idaho
$23.2K +$23.2K +763 New
LWMI
245
Legacy Wealth Management (Idaho)
Idaho
$23.2K +$23.2K +763 New
BFS
246
Bare Financial Services
Pennsylvania
$22.8K – – –
CTWM
247
Cherry Tree Wealth Management
Minnesota
$21.4K – – –
GRP
248
Global Retirement Partners
California
$21.2K – – –
MIA
249
MeadowBrook Investment Advisors
Michigan
$19.2K – – –
SPIA
250
Steward Partners Investment Advisory
New York
$17.6K – – –
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10
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