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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 %
S
251
SignatureFD
Georgia
$14.2K – – –
SWS
252
SYSTM Wealth Solutions
Illinois
$11.4K – – –
GWSG
253
GPS Wealth Strategies Group
Colorado
$9.9K – – –
RFG
254
RFP Financial Group
Georgia
$9.13K – – –
MIFH
255
Migdal Insurance & Financial Holdings
Israel
$9K -$3.6K -147 -29%
FFA
256
Farther Finance Advisors
California
$8.78K -$599 -24 -6%
SFA
257
Semmax Financial Advisors
North Carolina
$8.77K – – –
FFWA
258
FRG Family Wealth Advisors
Washington
$8.74K +$8.74K +345 New
AAG
259
Armstrong Advisory Group
Massachusetts
$7.43K – – –
RWPA
260
Richard W. Paul & Associates
Michigan
$7.33K – – –
CA
261
Clearstead Advisors
Ohio
$7.13K – – –
PA
262
Pineridge Advisors
Missouri
$6.98K +$77 +3 +1%
SIC
263
Salem Investment Counselors
North Carolina
$6.67K – – –
DF
264
Dunhill Financial
United Kingdom
$6.54K +$51 +2 +0.8%
PP
265
PrairieView Partners
Minnesota
$6K +$6K +229 New
MCM
266
MV Capital Management
Maryland
$5.99K – – –
SN
267
Sittner & Nelson
Oregon
$5.22K +$5.22K +203 New
FFO
268
Fortitude Family Office
Arizona
$5.12K +$951 +37 +23%
MSG
269
Main Street Group
Virginia
$4.79K -$15K -584 -76%
NL
270
NVWM LLC
Pennsylvania
$4.69K – – –
WAM
271
WFA Asset Management
Wisconsin
$4.01K +$26 +1 +0.6%
ADL
272
Asset Dedication LLC
California
$4K – – –
SL
273
Salomon & Ludwin
Virginia
$3.91K – – –
TAM
274
Tucker Asset Management
Colorado
$3.73K – – –
CA
275
Continuum Advisory
Idaho
$3.65K +$3.65K +145 New
9 10
11
12 13