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InvenTrust Properties
IVT

212 hedge funds and large institutions have $897M invested in InvenTrust Properties in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $679M → $897M (+$218M)

32% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 50

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

8.45% more ownership

Funds ownership: 34.93% → 43.37% (+8.4%)

7% more funds holding

Funds holding: 199 → 212 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

13% less call options, than puts

Call options by funds: $544K | Put options by funds: $622K

Holders
212
Holders Change
+13
Holders Change %
+6.53%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
66
Increased
59
Reduced
48
Closed
50
Calls
$544K
Puts
$622K
Net Calls
-$78K
Net Calls Change
-$33K

Top Buyers

Rank Fund Capital Flow
1
WCP
Waterfront Capital Partners
New York
+$26.3M
2
Principal Financial Group
Principal Financial Group
Iowa
+$24.3M
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$23.6M
4
LPC
Long Pond Capital
New York
+$21.2M
5
Millennium Management
Millennium Management
New York
+$20.6M

Top Sellers

Rank Fund Capital Flow
1
RGREA
Ranger Global Real Estate Advisors
Colorado
-$24M
2
RIM
Rush Island Management
New York
-$22M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$15.8M
4
B
Bridgeworth
Alabama
-$14.5M
5
CC
Conversant Capital
New Jersey
-$7.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$4.8M +$1.59M +58,464 +60%
EWM
27
Executive Wealth Management
Michigan
$4.25M +$3.76M +138,234 New
Osaic Holdings
28
Osaic Holdings
Arizona
$4.21M -$4.86M -178,674 -57%
JP Morgan Chase
29
JP Morgan Chase
New York
$3.92M +$1.06M +38,849 +44%
HighTower Advisors
30
HighTower Advisors
Illinois
$3.44M -$1.82M -67,002 -37%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.43M -$74.6K -2,743 -2%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$3.38M +$2.98M +109,710 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.36M +$848K +31,166 +40%
Jane Street
34
Jane Street
New York
$3.31M +$2.93M +107,665 New
Citadel Advisors
35
Citadel Advisors
Florida
$3.19M +$1.39M +50,934 +97%
Asset Management One
36
Asset Management One
Japan
$3.06M +$2.7M +99,150 +36,587%
CAN
37
Cetera Advisor Networks
California
$2.6M -$189K -6,944 -8%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$2.53M +$332K +12,208 +17%
Wells Fargo
39
Wells Fargo
California
$2.53M +$224K +8,235 +11%
SO
40
STRS Ohio
Ohio
$2.27M -$138K -5,060 -6%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.23M +$39.1K +1,439 +2%
LCM
42
LDR Capital Management
New York
$2.16M +$1.91M +70,200 New
AFP
43
Ausdal Financial Partners
Iowa
$2.13M +$17.4K +638 +0.9%
PCIA
44
Prime Capital Investment Advisors
Kansas
$2.12M – – –
Ameriprise
45
Ameriprise
Minnesota
$1.93M -$481K -17,699 -22%
GWM
46
Geneos Wealth Management
Colorado
$1.91M +$1.68M +61,934 New
CAC
47
Certified Advisory Corp
Florida
$1.86M +$1.65M +60,515 New
CA
48
Cetera Advisors
Colorado
$1.83M -$516K -18,968 -24%
Nomura Asset Management
49
Nomura Asset Management
Japan
$1.78M +$1.57M +57,800 New
Invesco
50
Invesco
Georgia
$1.76M +$625K +22,988 +67%
1
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IVT Hedge Fund Activity: Q1 2022 in Review

212 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2022, worth a combined $897M — up 32% from $679M a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IVT positions and 50 closed out — a net gain of 16 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $26.3M. The largest seller was Ranger Global Real Estate Advisors, exiting entirely with an estimated $24M sold.

  • 212 institutional investors held InvenTrust Properties (IVT) as of Q1 2022, up from 199 in Q4 2021.
  • Funds reported $897M of InvenTrust Properties stock for Q1 2022, up 32% quarter-over-quarter.
  • 66 funds opened new InvenTrust Properties positions in Q1 2022 and 50 closed out, a net change of +16 holders.
  • The largest InvenTrust Properties buyer in Q1 2022 was Waterfront Capital Partners, an estimated $26.3M added.
  • The largest InvenTrust Properties seller in Q1 2022 was Ranger Global Real Estate Advisors, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2022.