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InvenTrust Properties

290 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, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $447K

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 273290 (+17)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$8.05M)

1.68% less ownership

Funds ownership: 64.11%62.43% (-1.7%)

31% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 110

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+17
Holders Change %
+6.23%
% 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
110
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.52M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
276
Tucker Asset Management
Colorado
$3.73K
CA
277
Continuum Advisory
Idaho
$3.65K +$3.65K +145 New
BCM
278
Blume Capital Management
California
$3.34K
VWA
279
Valued Wealth Advisors
Utah
$3.24K +$3.15K +125 New
PO
280
Private Ocean
California
$3.01K +$2.95K +117 New
CA
281
Centerpoint Advisors
Massachusetts
$3K
CFM
282
Catalyst Funds Management
Australia
$2.57K +$2.52K +100 New
AA
283
Ancora Advisors
Ohio
$2.42K
NS
284
NBC Securities
Alabama
$2K
Group One Trading
285
Group One Trading
Illinois
$1.93K
BIA
286
Bell Investment Advisors
California
$1.44K -$478 -19 -25%
CP
287
Castleview Partners
Texas
$1.44K +$50 +2 +4%
RIL
288
Rothschild Investment LLC
Illinois
$257 +$252 +10 New
TFM
289
TFC Financial Management
Massachusetts
$26 +$25 +1 New
MIIM
290
Mesirow Institutional Investment Management
Illinois
-$10.5M -413,022 Closed
LCM
291
LDR Capital Management
New York
-$1.35M -53,091 Closed
RGF
292
Retirement Guys Formula
Ohio
-$58.4K -35,619 Closed
GWWM
293
Great Waters Wealth Management
Minnesota
-$865K -34,482 Closed
DWG
294
Darden Wealth Group
Michigan
-$28.9K -28,887 Closed
State of Wisconsin Investment Board
295
State of Wisconsin Investment Board
Wisconsin
-$689K -27,211 Closed
AC
296
Allstate Corporation
Illinois
-$630K -24,848 Closed
State Board of Administration of Florida Retirement System
297
State Board of Administration of Florida Retirement System
Florida
-$572K -22,580 Closed
TVAMP
298
Tennessee Valley Asset Management Partners
Tennessee
-$504K -19,904 Closed
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
-$375K -14,555 Closed
QC
300
Quadrature Capital
United Kingdom
-$337K -13,277 Closed

IVT Hedge Fund Activity: Q1 2024 in Review

290 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2024, worth a combined $1.09B — down 0.73% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IVT positions and 29 closed out — a net gain of 18 holders — while 76 added to existing stakes and 110 trimmed.

The largest buyer was Van Lanschot Kempen Investment Management, opening a new position worth an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $40.5M.

  • 290 institutional investors held InvenTrust Properties (IVT) as of Q1 2024, up from 273 in Q4 2023.
  • Funds reported $1.09B of InvenTrust Properties stock for Q1 2024, down 0.73% quarter-over-quarter.
  • 47 funds opened new InvenTrust Properties positions in Q1 2024 and 29 closed out, a net change of +18 holders.
  • The largest InvenTrust Properties buyer in Q1 2024 was Van Lanschot Kempen Investment Management, an estimated $11.7M added.
  • The largest InvenTrust Properties seller in Q1 2024 was Morgan Stanley, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2024.