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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
CA
251
Clearstead Advisors
Ohio
$7.11K
PA
252
Pineridge Advisors
Missouri
$6.79K +$49 +2 +0.7%
SIC
253
Salem Investment Counselors
North Carolina
$6.42K
DF
254
Dunhill Financial
United Kingdom
$6.36K +$74 +3 +1%
CJH
255
Christopher J. Hasenberg
Wisconsin
$5.79K +$5.79K +234 New
MCM
256
MV Capital Management
Maryland
$5.77K
EC
257
EdgeRock Capital
Colorado
$5.13K +$5.12K +207 New
SN
258
Sittner & Nelson
Oregon
$5.03K
NL
259
NVWM LLC
Pennsylvania
$4.52K
ADL
260
Asset Dedication LLC
California
$4.01K
WAM
261
WFA Asset Management
Wisconsin
$3.9K +$25 +1 +0.6%
SL
262
Salomon & Ludwin
Virginia
$3.76K
CA
263
Continuum Advisory
Idaho
$3.59K
TAM
264
Tucker Asset Management
Colorado
$3.59K
RWPA
265
Richard W. Paul & Associates
Michigan
$3.32K -$3.73K -151 -53%
BCM
266
Blume Capital Management
California
$3.22K
VWA
267
Valued Wealth Advisors
Utah
$3.15K +$25 +1 +0.8%
MWA
268
MFA Wealth Advisors
Pennsylvania
$2.67K +$2.67K +108 New
AA
269
Ancora Advisors
Ohio
$2.33K
IWA
270
IBEX Wealth Advisors
New Jersey
$2.33K +$2.33K +94 New
LC
271
Lindbrook Capital
California
$2.06K +$2.05K +83 New
BIA
272
Bell Investment Advisors
California
$1.39K
CP
273
Castleview Partners
Texas
$1.39K
FFO
274
Fortitude Family Office
Arizona
$1.14K -$3.79K -153 -77%
AAP
275
Arax Advisory Partners
Colorado
$743 +$742 +30 New

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.