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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 %
SC
301
Savant Capital
Illinois
– -$4.45M -179,535 Closed
HCM
302
HGI Capital Management
New York
– -$4.14M -167,240 Closed
ECM
303
ExodusPoint Capital Management
New York
– -$2.74M -110,606 Closed
Truist Financial
304
Truist Financial
North Carolina
– -$1.18M -47,513 Closed
KAS
305
Kestra Advisory Services
Texas
– -$943K -37,722 Closed
CA
306
Calton & Associates
Florida
– -$723K -29,187 Closed
SWP
307
Stratos Wealth Partners
Ohio
– -$599K -24,178 Closed
DFCM
308
Dark Forest Capital Management
Puerto Rico
– -$546K -22,063 Closed
Two Sigma Advisers
309
Two Sigma Advisers
New York
– -$478K -19,300 Closed
DM
310
Deerfield Management
New York
– -$431K -17,390 Closed
AWM
311
AE Wealth Management
Kansas
– -$430K -17,368 Closed
AWS
312
Atria Wealth Solutions
New York
– -$341K -13,786 Closed
DTL
313
Dynamic Technology Lab
Singapore
– -$230K -9,301 Closed
PI
314
PFG Investments
New York
– -$225K -9,104 Closed
SPA
315
Sherbrooke Park Advisers
New York
– -$207K -8,378 Closed
GI
316
Gradient Investments
Minnesota
– -$56.8K -2,296 Closed
RWMG
317
Redwood Wealth Management Group
New Jersey
– -$39.7K -1,603 Closed
TSWM
318
Tyler-Stone Wealth Management
Ohio
– -$37.4K -1,510 Closed
DWS
319
Dynamic Wealth Strategies
California
– -$17K -706 Closed
RDFA
320
Ritter Daniher Financial Advisory
Ohio
– -$12.8K -518 Closed
SWS
321
SYSTM Wealth Solutions
Illinois
– -$11K -441 Closed
RFG
322
RFP Financial Group
Georgia
– -$8.79K -355 Closed
MIFH
323
Migdal Insurance & Financial Holdings
Israel
– -$8K -339 Closed
EC
324
EdgeRock Capital
Colorado
– -$5.13K -207 Closed
IWA
325
IBEX Wealth Advisors
New Jersey
– -$2.33K -94 Closed
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