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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
MIA
251
MeadowBrook Investment Advisors
Michigan
$19.1K
SPIA
252
Steward Partners Investment Advisory
New York
$17.6K
HF
253
Halpern Financial
Virginia
$17.6K
CWM
254
Cranbrook Wealth Management
Michigan
$16.8K
S
255
SignatureFD
Georgia
$16.5K
BTI
256
Blue Trust Inc
Georgia
$15.4K
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$14.9K +$1.19K +43 +9%
PFG
258
Peterson Financial Group
Iowa
$13.9K +$13.6K +489 New
CFD
259
Creative Financial Designs
Indiana
$13.6K +$55 +2 +0.4%
GWSG
260
GPS Wealth Strategies Group
Colorado
$12.9K +$1.94K +70 +18%
LFG
261
Larson Financial Group
Missouri
$11.9K
FFA
262
Farther Finance Advisors
California
$11.8K +$83 +3 +0.7%
RF
263
Robinswood Financial
Washington
$10.9K
MA
264
MCF Advisors
Kentucky
$10.9K
SFA
265
Semmax Financial Advisors
North Carolina
$10.8K
BTC
266
Bank & Trust Company
Illinois
$10.2K
OP
267
ORG Partners
Indiana
$9.45K
SWM
268
Sugarloaf Wealth Management
Georgia
$9.27K +$9.07K +327 New
IAIM
269
International Assets Investment Management
Florida
$9.22K +$6.88M +248,050 +1,823%
NC
270
NewSquare Capital
Pennsylvania
$8.37K
AAG
271
Armstrong Advisory Group
Massachusetts
$8.31K
CA
272
Clearstead Advisors
Ohio
$8.14K
PA
273
Pineridge Advisors
Missouri
$7.84K +$55 +2 +0.7%
DF
274
Dunhill Financial
United Kingdom
$7.47K +$166 +6 +2%
SIC
275
Salem Investment Counselors
North Carolina
$7.35K

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.