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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 %
MCM
276
MV Capital Management
Maryland
$6.61K – – –
JIP
277
Jaffetilchin Investment Partners
Florida
$6.22K +$6.22K +219 New
SN
278
Sittner & Nelson
Oregon
$5.76K – – –
NL
279
NVWM LLC
Pennsylvania
$5.14K – – –
ADL
280
Asset Dedication LLC
California
$4.6K – – –
WAM
281
WFA Asset Management
Wisconsin
$4.51K +$57 +2 +1%
CA
282
Continuum Advisory
Idaho
$4.37K – – –
SL
283
Salomon & Ludwin
Virginia
$4.31K – – –
TAM
284
Tucker Asset Management
Colorado
$4.11K – – –
GM
285
GeoWealth Management
Illinois
$3.83K +$3.83K +135 New
RWPA
286
Richard W. Paul & Associates
Michigan
$3.8K – – –
BCM
287
Blume Capital Management
California
$3.69K – – –
VWA
288
Valued Wealth Advisors
Utah
$3.64K +$29 +1 +0.8%
GI
289
GAMMA Investing
California
$3.09K +$2.58K +91 +506%
MWA
290
MFA Wealth Advisors
Pennsylvania
$3.06K – – –
Bessemer Group
291
Bessemer Group
New Jersey
$3K +$3K +120 New
AA
292
Ancora Advisors
Ohio
$2.67K – – –
LC
293
Lindbrook Capital
California
$2.53K +$170 +6 +7%
BIA
294
Bell Investment Advisors
California
$1.59K – – –
FFO
295
Fortitude Family Office
Arizona
$1.31K – – –
RIL
296
Rothschild Investment LLC
Illinois
$1.28K +$709 +25 +125%
AAP
297
Arax Advisory Partners
Colorado
$852 – – –
ACM
298
Aster Capital Management
United Arab Emirates
$170 +$170 +6 New
TFM
299
TFC Financial Management
Massachusetts
$29 +$29 +1 New
RIM
300
Rush Island Management
New York
– -$14.1M -569,739 Closed
10 11
12
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