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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
MA
251
MCF Advisors
Kentucky
$14.5K -$5.09K -202 -26%
S
252
SignatureFD
Georgia
$14.2K
SWS
253
SYSTM Wealth Solutions
Illinois
$11.4K
GWSG
254
GPS Wealth Strategies Group
Colorado
$9.9K
RF
255
Robinswood Financial
Washington
$9.6K
RFG
256
RFP Financial Group
Georgia
$9.13K
MIFH
257
Migdal Insurance & Financial Holdings
Israel
$9K -$3.7K -147 -29%
FFA
258
Farther Finance Advisors
California
$8.78K -$604 -24 -6%
SFA
259
Semmax Financial Advisors
North Carolina
$8.77K
FFWA
260
FRG Family Wealth Advisors
Washington
$8.74K +$8.69K +345 New
AAG
261
Armstrong Advisory Group
Massachusetts
$7.42K
RWPA
262
Richard W. Paul & Associates
Michigan
$7.33K
CA
263
Clearstead Advisors
Ohio
$7.13K
PA
264
Pineridge Advisors
Missouri
$6.98K +$76 +3 +1%
SIC
265
Salem Investment Counselors
North Carolina
$6.67K
DF
266
Dunhill Financial
United Kingdom
$6.54K +$50 +2 +0.8%
PP
267
PrairieView Partners
Minnesota
$6K +$5.77K +229 New
MCM
268
MV Capital Management
Maryland
$5.99K
SN
269
Sittner & Nelson
Oregon
$5.22K +$5.11K +203 New
FFO
270
Fortitude Family Office
Arizona
$5.12K +$932 +37 +23%
MSG
271
Main Street Group
Virginia
$4.79K -$14.7K -584 -76%
NL
272
NVWM LLC
Pennsylvania
$4.69K
WAM
273
WFA Asset Management
Wisconsin
$4.01K +$25 +1 +0.6%
ADL
274
Asset Dedication LLC
California
$4K
SL
275
Salomon & Ludwin
Virginia
$3.91K

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.