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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 %
BCM
276
Blume Capital Management
California
$3.34K – – –
VWA
277
Valued Wealth Advisors
Utah
$3.24K +$3.24K +125 New
PO
278
Private Ocean
California
$3.01K +$3.01K +117 New
CA
279
Centerpoint Advisors
Massachusetts
$3K – – –
CFM
280
Catalyst Funds Management
Australia
$2.57K +$2.57K +100 New
AA
281
Ancora Advisors
Ohio
$2.42K – – –
NS
282
NBC Securities
Alabama
$2K – – –
Group One Trading
283
Group One Trading
Illinois
$1.93K – – –
BIA
284
Bell Investment Advisors
California
$1.44K -$489 -19 -25%
CP
285
Castleview Partners
Texas
$1.44K +$51 +2 +4%
RIL
286
Rothschild Investment LLC
Illinois
$257 +$257 +10 New
TFM
287
TFC Financial Management
Massachusetts
$26 +$26 +1 New
MIIM
288
Mesirow Institutional Investment Management
Illinois
– -$10.5M -413,022 Closed
LCM
289
LDR Capital Management
New York
– -$1.35M -53,091 Closed
RGF
290
Retirement Guys Formula
Ohio
– -$58.4K -35,619 Closed
GWWM
291
Great Waters Wealth Management
Minnesota
– -$865K -34,482 Closed
DWG
292
Darden Wealth Group
Michigan
– -$28.9K -28,887 Closed
State of Wisconsin Investment Board
293
State of Wisconsin Investment Board
Wisconsin
– -$689K -27,211 Closed
AC
294
Allstate Corporation
Illinois
– -$630K -24,848 Closed
State Board of Administration of Florida Retirement System
295
State Board of Administration of Florida Retirement System
Florida
– -$572K -22,580 Closed
TVAMP
296
Tennessee Valley Asset Management Partners
Tennessee
– -$504K -19,904 Closed
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
– -$375K -14,555 Closed
QC
298
Quadrature Capital
United Kingdom
– -$337K -13,277 Closed
Teacher Retirement System of Texas
299
Teacher Retirement System of Texas
Texas
– -$311K -12,257 Closed
Walleye Trading
300
Walleye Trading
New York
– -$269K -10,607 Closed
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