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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
PS
276
Planned Solutions
California
$7.06K +$6.91K +249 New
AssetMark Inc
277
AssetMark Inc
California
$6.92K +$6.49K +234 +2,340%
CJH
278
Christopher J. Hasenberg
Wisconsin
$6.81K
MCM
279
MV Capital Management
Maryland
$6.61K
JIP
280
Jaffetilchin Investment Partners
Florida
$6.22K +$6.08K +219 New
SN
281
Sittner & Nelson
Oregon
$5.76K
NL
282
NVWM LLC
Pennsylvania
$5.13K
ADL
283
Asset Dedication LLC
California
$4.6K
WAM
284
WFA Asset Management
Wisconsin
$4.5K +$55 +2 +1%
CA
285
Continuum Advisory
Idaho
$4.37K
SL
286
Salomon & Ludwin
Virginia
$4.31K
TAM
287
Tucker Asset Management
Colorado
$4.11K
GM
288
GeoWealth Management
Illinois
$3.83K +$3.75K +135 New
RWPA
289
Richard W. Paul & Associates
Michigan
$3.8K
BCM
290
Blume Capital Management
California
$3.69K
VWA
291
Valued Wealth Advisors
Utah
$3.64K +$28 +1 +0.8%
GI
292
GAMMA Investing
California
$3.09K +$2.52K +91 +506%
MWA
293
MFA Wealth Advisors
Pennsylvania
$3.06K
Bessemer Group
294
Bessemer Group
New Jersey
$3K +$3.33K +120 New
AA
295
Ancora Advisors
Ohio
$2.67K
LC
296
Lindbrook Capital
California
$2.52K +$166 +6 +7%
BIA
297
Bell Investment Advisors
California
$1.59K
FFO
298
Fortitude Family Office
Arizona
$1.3K
RIL
299
Rothschild Investment LLC
Illinois
$1.28K +$694 +25 +125%
AAP
300
Arax Advisory Partners
Colorado
$852

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.