We are live on ! Find out more
IVT icon

InvenTrust Properties

307 hedge funds and large institutions have $2.43B invested in InvenTrust Properties in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $359K | Put options by funds: $163K

64% more capital invested

Capital invested by funds: $1.48B → $2.43B (+$951M)

46% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 83

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

2.09% more ownership

Funds ownership: 67.98%70.07% (+2.1%)

1% more funds holding

Funds holding: 303307 (+4)

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
121
Reduced
83
Closed
40
Calls
$359K
Puts
$163K
Net Calls
+$196K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
BMC
251
Bear Mountain Capital
Washington
$23.7K
CTWM
252
Cherry Tree Wealth Management
Minnesota
$22.7K
GRP
253
Global Retirement Partners
California
$22.5K
ADL
254
Asset Dedication LLC
California
$22.3K +$17.4K +577 +356%
MIA
255
MeadowBrook Investment Advisors
Michigan
$20.3K
SPIA
256
Steward Partners Investment Advisory
New York
$18.7K
S
257
SignatureFD
Georgia
$18K +$481 +16 +3%
CWM
258
Cranbrook Wealth Management
Michigan
$17.8K
LFG
259
Larson Financial Group
Missouri
$14.9K +$2.26K +75 +18%
CFD
260
Creative Financial Designs
Indiana
$14.5K +$60 +2 +0.4%
BTI
261
Blue Trust Inc
Georgia
$13.7K -$5K -166 -27%
GWSG
262
GPS Wealth Strategies Group
Colorado
$13.7K
MCA
263
Maryland Capital Advisors
Maryland
$12.4K +$12.3K +410 New
RF
264
Robinswood Financial
Washington
$11.6K
MA
265
MCF Advisors
Kentucky
$11.6K
WA
266
WPG Advisers
Maryland
$11.2K +$11.2K +373 New
SFA
267
Semmax Financial Advisors
North Carolina
$10.9K
BTC
268
Bank & Trust Company
Illinois
$10.8K
KIM
269
Kestra Investment Management
Texas
$10.6K +$10.5K +350 New
OP
270
ORG Partners
Indiana
$10K
WAM
271
Wolverine Asset Management
Illinois
$9.58K -$539K -17,909 -98%
CA
272
CoreCap Advisors
Michigan
$9.16K -$32.6K -1,082 -78%
CIAS
273
CBIZ Investment Advisory Services
Ohio
$8.89K -$15.6K -517 -64%
NC
274
NewSquare Capital
Pennsylvania
$8.89K
AAG
275
Armstrong Advisory Group
Massachusetts
$8.83K

IVT Hedge Fund Activity: Q4 2024 in Review

307 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2024, worth a combined $2.43B — up 64% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IVT positions and 40 closed out — a net gain of 10 holders — while 121 added to existing stakes and 83 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.3M. The largest seller was Ghisallo Capital Management, cutting an estimated $12M.

  • 307 institutional investors held InvenTrust Properties (IVT) as of Q4 2024, up from 303 in Q3 2024.
  • Funds reported $2.43B of InvenTrust Properties stock for Q4 2024, up 64% quarter-over-quarter.
  • 50 funds opened new InvenTrust Properties positions in Q4 2024 and 40 closed out, a net change of +10 holders.
  • The largest InvenTrust Properties buyer in Q4 2024 was Millennium Management, an estimated $25.3M added.
  • The largest InvenTrust Properties seller in Q4 2024 was Ghisallo Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.