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InvenTrust Properties
IVT

279 hedge funds and large institutions have $1.07B invested in InvenTrust Properties in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 106 increasing their positions, 92 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,845% more call options, than puts

Call options by funds: $2.02M | Put options by funds: $104K

15% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 92

0.98% more ownership

Funds ownership: 62.43% → 63.41% (+0.98%)

2% less capital invested

Capital invested by funds: $1.09B → $1.07B (-$21.6M)

4% less funds holding

Funds holding: 290 → 279 (-11)

19% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 36

Holders
279
Holders Change
-11
Holders Change %
-3.79%
% of All Funds
4.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
106
Reduced
92
Closed
36
Calls
$2.02M
Puts
$104K
Net Calls
+$1.92M
Net Calls Change
-$606K

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$17.5M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$11.7M
3
N
Nuveen
North Carolina
+$6.28M
4
SC
Savant Capital
Illinois
+$4.44M
5
BlackRock
BlackRock
New York
+$3.83M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$8.05M
2
Morgan Stanley
Morgan Stanley
New York
-$6.91M
3
ECM
ExodusPoint Capital Management
New York
-$6.69M
4
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$6.15M
5
SSA
Schonfeld Strategic Advisors
New York
-$4.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
301
EntryPoint Capital
New York
– -$105K -4,077 Closed
VI
302
Vestcor Inc
New Brunswick, Canada
– -$94K -3,652 Closed
PI
303
PEAK6 Investments
Illinois
– -$43K -1,672 Closed
CSS
304
Cubist Systematic Strategies
Connecticut
– -$32.6K -1,268 Closed
QL
305
Quarry LP
New York
– -$16K -621 Closed
FFWA
306
FRG Family Wealth Advisors
Washington
– -$8.74K -345 Closed
PP
307
PrairieView Partners
Minnesota
– -$6K -229 Closed
MSG
308
Main Street Group
Virginia
– -$4.79K -186 Closed
PO
309
Private Ocean
California
– -$2.89K -117 Closed
NS
310
NBC Securities
Alabama
– -$2K -116 Closed
CFM
311
Catalyst Funds Management
Australia
– -$2.57K -100 Closed
CA
312
Centerpoint Advisors
Massachusetts
– -$3K -100 Closed
Group One Trading
313
Group One Trading
Illinois
– -$1.85K -75 Closed
TFM
314
TFC Financial Management
Massachusetts
– -$26 -1 Closed
9 10 11 12
13

IVT Hedge Fund Activity: Q2 2024 in Review

279 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2024, worth a combined $1.07B — down 2% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IVT and 29 opened new positions — a net loss of 7 holders — while 92 trimmed existing stakes and 106 added.

The largest buyer was Principal Financial Group, adding an estimated $17.5M. The largest seller was UBS AM, cutting an estimated $8.05M.

  • 279 institutional investors held InvenTrust Properties (IVT) as of Q2 2024, down from 290 in Q1 2024.
  • Funds reported $1.07B of InvenTrust Properties stock for Q2 2024, down 2% quarter-over-quarter.
  • 29 funds opened new InvenTrust Properties positions in Q2 2024 and 36 closed out, a net change of -7 holders.
  • The largest InvenTrust Properties buyer in Q2 2024 was Principal Financial Group, an estimated $17.5M added.
  • The largest InvenTrust Properties seller in Q2 2024 was UBS AM, an estimated $8.05M sold.

Based on aggregated 13F filings for Q2 2024.