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InvenTrust Properties
IVT

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: 303 → 307 (+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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$25.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.4M
3
BlackRock
BlackRock
New York
+$20.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
5
N
Nuveen
North Carolina
+$9.49M

Top Sellers

Rank Fund Capital Flow
1
GCM
Ghisallo Capital Management
Massachusetts
-$12M
2
CIM
Centersquare Investment Management
Pennsylvania
-$11.1M
3
UBS AM
UBS AM
Illinois
-$10.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$9.08M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
276
Clearstead Advisors
Ohio
$8.65K – – –
PA
277
Pineridge Advisors
Missouri
$8.39K +$90 +3 +1%
FFA
278
Farther Finance Advisors
California
$8.19K -$4.33K -144 -35%
AssetMark Inc
279
AssetMark Inc
California
$8.11K +$752 +25 +10%
DF
280
Dunhill Financial
United Kingdom
$8K +$60 +2 +0.8%
SIC
281
Salem Investment Counselors
North Carolina
$7.8K – – –
GM
282
GeoWealth Management
Illinois
$7.44K +$3.37K +112 +83%
CJH
283
Christopher J. Hasenberg
Wisconsin
$7.05K – – –
MCM
284
MV Capital Management
Maryland
$7.02K – – –
HIM
285
Hillsdale Investment Management
Ontario, Canada
$6.93K +$6.92K +230 New
SN
286
Sittner & Nelson
Oregon
$6.12K – – –
NL
287
NVWM LLC
Pennsylvania
$5.45K – – –
GJIA
288
Glass Jacobson Investment Advisors
Maryland
$4.84K +$4.84K +161 New
WAM
289
WFA Asset Management
Wisconsin
$4.82K +$30 +1 +0.6%
SL
290
Salomon & Ludwin
Virginia
$4.58K – – –
BTD
291
BankPlus Trust Department
Mississippi
$4.4K +$4.39K +146 New
CA
292
Continuum Advisory
Idaho
$4.37K – – –
TAM
293
Tucker Asset Management
Colorado
$4.37K – – –
VCM
294
Versant Capital Management
Arizona
$4.28K +$4.27K +142 New
GI
295
GAMMA Investing
California
$4.07K +$782 +26 +24%
RWPA
296
Richard W. Paul & Associates
Michigan
$4.04K – – –
Bessemer Group
297
Bessemer Group
New Jersey
$4K – – –
BCM
298
Blume Capital Management
California
$3.92K – – –
VWA
299
Valued Wealth Advisors
Utah
$3.89K +$30 +1 +0.8%
LC
300
Lindbrook Capital
California
$2.68K – – –
10 11
12
13 14

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.