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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 %
HF
251
Halpern Financial
Virginia
$17.6K – – –
CWM
252
Cranbrook Wealth Management
Michigan
$16.8K – – –
S
253
SignatureFD
Georgia
$16.5K – – –
BTI
254
Blue Trust Inc
Georgia
$15.4K – – –
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$14.9K +$1.22K +43 +9%
PFG
256
Peterson Financial Group
Iowa
$13.9K +$13.9K +489 New
CFD
257
Creative Financial Designs
Indiana
$13.6K +$57 +2 +0.4%
GWSG
258
GPS Wealth Strategies Group
Colorado
$12.9K +$1.99K +70 +18%
LFG
259
Larson Financial Group
Missouri
$11.9K – – –
FFA
260
Farther Finance Advisors
California
$11.8K +$85 +3 +0.7%
MA
261
MCF Advisors
Kentucky
$10.9K – – –
SFA
262
Semmax Financial Advisors
North Carolina
$10.8K – – –
BTC
263
Bank & Trust Company
Illinois
$10.2K – – –
OP
264
ORG Partners
Indiana
$9.45K – – –
SWM
265
Sugarloaf Wealth Management
Georgia
$9.27K +$9.27K +327 New
IAIM
266
International Assets Investment Management
Florida
$9.22K +$8.74K +248,050 +1,823%
NC
267
NewSquare Capital
Pennsylvania
$8.37K – – –
AAG
268
Armstrong Advisory Group
Massachusetts
$8.31K – – –
CA
269
Clearstead Advisors
Ohio
$8.14K – – –
PA
270
Pineridge Advisors
Missouri
$7.84K +$57 +2 +0.7%
DF
271
Dunhill Financial
United Kingdom
$7.47K +$170 +6 +2%
SIC
272
Salem Investment Counselors
North Carolina
$7.35K – – –
PS
273
Planned Solutions
California
$7.06K +$7.06K +249 New
AssetMark Inc
274
AssetMark Inc
California
$6.92K +$6.64K +234 +2,340%
CJH
275
Christopher J. Hasenberg
Wisconsin
$6.81K – – –
9 10
11
12 13