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InvenTrust Properties
IVT

245 hedge funds and large institutions have $888M invested in InvenTrust Properties in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 66 increasing their positions, 60 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

759% more call options, than puts

Call options by funds: $438K | Put options by funds: $51K

90% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 40

16% more funds holding

Funds holding: 212 → 245 (+33)

10% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 60

7.72% more ownership

Funds ownership: 43.37% → 51.1% (+7.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $897M → $888M (-$9.26M)

Holders
245
Holders Change
+33
Holders Change %
+15.57%
% of All Funds
4.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
76
Increased
66
Reduced
60
Closed
40
Calls
$438K
Puts
$51K
Net Calls
+$387K
Net Calls Change
+$465K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$116M
2
BlackRock
BlackRock
New York
+$104M
3
State Street
State Street
Massachusetts
+$33.2M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$22.2M
5
Northern Trust
Northern Trust
Illinois
+$14.2M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$65.3M
2
Millennium Management
Millennium Management
New York
-$39.2M
3
WCP
Waterfront Capital Partners
New York
-$29.7M
4
LPC
Long Pond Capital
New York
-$23.9M
5
VCM
V3 Capital Management
Texas
-$17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$4.09M +$4.64M +158,600 New
LPL Financial
27
LPL Financial
California
$3.86M +$4.38M +149,714 New
EWM
28
Executive Wealth Management
Michigan
$3.53M -$39K -1,334 -1%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$3.38M +$3.83M +130,877 New
Goldman Sachs
30
Goldman Sachs
New York
$2.93M -$8.41M -287,392 -72%
Asset Management One
31
Asset Management One
Japan
$2.76M +$222K +7,593 +8%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.72M +$2.71M +92,725 +718%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.7M -$191K -6,534 -6%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.58M -$344K -11,770 -11%
SO
35
STRS Ohio
Ohio
$2.27M +$423K +14,449 +20%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.27M -$621K -21,214 -19%
AllianceBernstein
37
AllianceBernstein
Tennessee
$2.23M +$2.04M +69,608 +410%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$2.23M +$2.53M +86,437 New
CS
39
Credit Suisse
Switzerland
$2.15M +$1.09M +37,319 +81%
State of New Jersey Common Pension Fund D
40
State of New Jersey Common Pension Fund D
New Jersey
$2.14M +$2.43M +82,939 New
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$2.07M +$2.35M +80,203 New
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$2.06M +$2.34M +79,877 New
CAN
43
Cetera Advisor Networks
California
$1.93M -$288K -9,859 -12%
HAG
44
HighPoint Advisor Group
Illinois
$1.85M +$2.09M +71,474 New
AFP
45
Ausdal Financial Partners
Iowa
$1.78M -$1.2K -41 -0.1%
PCIA
46
Prime Capital Investment Advisors
Kansas
$1.76M -$284K -9,706 -12%
CA
47
Cetera Advisors
Colorado
$1.64M +$116K +3,968 +7%
EGI
48
EAM Global Investors
California
$1.62M +$1.84M +62,940 New
GWM
49
Geneos Wealth Management
Colorado
$1.61M +$5.21K +178 +0.3%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$1.6M -$595K -20,337 -25%
1
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IVT Hedge Fund Activity: Q2 2022 in Review

245 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q2 2022, worth a combined $888M — down 1% from $897M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IVT positions and 40 closed out — a net gain of 36 holders — while 66 added to existing stakes and 60 trimmed.

The largest buyer was Vanguard Group, adding an estimated $116M. The largest seller was Principal Financial Group, cutting an estimated $65.3M.

  • 245 institutional investors held InvenTrust Properties (IVT) as of Q2 2022, up from 212 in Q1 2022.
  • Funds reported $888M of InvenTrust Properties stock for Q2 2022, down 1% quarter-over-quarter.
  • 76 funds opened new InvenTrust Properties positions in Q2 2022 and 40 closed out, a net change of +36 holders.
  • The largest InvenTrust Properties buyer in Q2 2022 was Vanguard Group, an estimated $116M added.
  • The largest InvenTrust Properties seller in Q2 2022 was Principal Financial Group, an estimated $65.3M sold.

Based on aggregated 13F filings for Q2 2022.