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InvenTrust Properties
IVT

Overview Fund Activity

244 hedge funds and large institutions have $854M invested in InvenTrust Properties in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
3.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
45
Increased
78
Reduced
76
Closed
27
Calls
$653K
Puts
$109K
Net Calls
+$544K
Net Calls Change
-$19K

Top Buyers

1
RIM
Rush Island Management
New York
$17.4M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$5.74M
3
Millennium Management
Millennium Management
New York
$4.12M
4
EWM
Executive Wealth Management
Michigan
$3.23M
5
GC
Guggenheim Capital
Illinois
$5.35M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$56.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.59M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$1.56M
4
First Trust Advisors
First Trust Advisors
Illinois
$1.1M
5
SG Americas Securities
SG Americas Securities
New York
$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$3.95M -$195K -7,915 -5%
Swiss National Bank
27
Swiss National Bank
Switzerland
$3.85M +$71K +3,000 +2%
Morgan Stanley
28
Morgan Stanley
New York
$3.55M +$1.98M +83,521 +126%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$3.44M +$474K +20,034 +16%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$3.35M +$77.7K +3,283 +2%
LPL Financial
31
LPL Financial
California
$3.28M -$178K -7,522 -5%
EWM
32
Executive Wealth Management
Michigan
$3.23M +$3.16M +133,630 +4,610%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.23M -$265K -11,357 -8%
CS
34
Credit Suisse
Switzerland
$2.74M +$691K +29,189 +34%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$2.66M -$615 -26 -0%
Invesco
36
Invesco
Georgia
$2.48M +$114K +4,831 +5%
Asset Management One
37
Asset Management One
Japan
$2.47M +$136K +5,769 +6%
State of New Jersey Common Pension Fund D
38
State of New Jersey Common Pension Fund D
New Jersey
$2.11M – – –
AG
39
Algert Global
California
$2.07M – – –
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$2.03M +$23.1K +977 +1%
AllianceBernstein
41
AllianceBernstein
Tennessee
$2M -$54.5K -2,301 -3%
SO
42
STRS Ohio
Ohio
$1.99M -$420K -17,749 -17%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.93M -$339K -14,282 -15%
Citadel Advisors
44
Citadel Advisors
Florida
$1.85M +$1.85M +78,282 New
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$1.78M -$176K -7,434 -9%
UBS Group
46
UBS Group
Switzerland
$1.76M +$223K +9,425 +15%
LCM
47
LDR Capital Management
New York
$1.7M +$799K +33,760 +89%
CAN
48
Cetera Advisor Networks
California
$1.68M +$2.2K +93 +0.1%
Nomura Asset Management
49
Nomura Asset Management
Japan
$1.62M +$58.7K +2,480 +4%
PCIA
50
Prime Capital Investment Advisors
Kansas
$1.59M -$25.3K -1,069 -2%
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