We are live on ! Find out more
IVT icon

InvenTrust Properties
IVT

258 hedge funds and large institutions have $955M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 92 increasing their positions, 75 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,684% more call options, than puts

Call options by funds: $719K | Put options by funds: $19K

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 75

7% more capital invested

Capital invested by funds: $892M → $955M (+$63.2M)

6% more funds holding

Funds holding: 243 → 258 (+15)

1.56% more ownership

Funds ownership: 57.82% → 59.39% (+1.6%)

Holders
258
Holders Change
+15
Holders Change %
+6.17%
% of All Funds
4.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
92
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$9.28M
2
SSA
Schonfeld Strategic Advisors
New York
+$6.81M
3
ACM
Adelante Capital Management
California
+$4.77M
4
HCM
HGI Capital Management
New York
+$4.76M
5
GCA
GSI Capital Advisors
California
+$3.18M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.29M
2
Morgan Stanley
Morgan Stanley
New York
-$3.81M
3
BlackRock
BlackRock
New York
-$3.24M
4
Charles Schwab
Charles Schwab
California
-$2.37M
5
N
Nuveen
North Carolina
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$5.36M +$663K +27,563 +14%
Morgan Stanley
27
Morgan Stanley
New York
$4.81M -$3.81M -158,404 -44%
ACM
28
Adelante Capital Management
California
$4.72M +$4.77M +198,360 New
HCM
29
HGI Capital Management
New York
$4.71M +$4.76M +197,781 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.44M +$791K +32,876 +21%
N
31
Nuveen
North Carolina
$4.28M -$1.94M -80,725 -31%
Invesco
32
Invesco
Georgia
$4.18M +$192K +7,979 +5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.56M +$204K +8,501 +6%
Swiss National Bank
34
Swiss National Bank
Switzerland
$3.53M +$36.1K +1,500 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.15M -$146K -6,051 -5%
GCA
36
GSI Capital Advisors
California
$3.15M +$3.18M +132,241 New
LPL Financial
37
LPL Financial
California
$3.13M +$65.5K +2,724 +2%
ECM
38
ExodusPoint Capital Management
New York
$3.08M -$1.17M -48,713 -27%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.82M +$4.18K +174 +0.1%
AWM
40
AE Wealth Management
Kansas
$2.74M +$17.3K +721 +0.6%
First Trust Advisors
41
First Trust Advisors
Illinois
$2.54M +$94.5K +3,931 +4%
Asset Management One
42
Asset Management One
Japan
$2.5M -$207K -8,610 -8%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.48M +$571K +23,752 +30%
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$2.46M -$198K -8,247 -7%
CS
45
Credit Suisse
Switzerland
$2.26M -$138K -5,736 -6%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.04M -$818 -34 -0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
47
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2M +$2.02M +84,000 New
UBS Group
48
UBS Group
Switzerland
$1.9M +$96.4K +4,008 +5%
Nomura Asset Management
49
Nomura Asset Management
Japan
$1.79M +$67.3K +2,800 +4%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.78M -$176K -7,317 -9%
1
2
3 4 5

IVT Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2023, worth a combined $955M — up 7.1% from $892M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IVT positions and 16 closed out — a net gain of 17 holders — while 92 added to existing stakes and 75 trimmed.

The largest buyer was Prudential Financial, adding an estimated $9.28M. The largest seller was Goldman Sachs, cutting an estimated $6.29M.

  • 258 institutional investors held InvenTrust Properties (IVT) as of Q3 2023, up from 243 in Q2 2023.
  • Funds reported $955M of InvenTrust Properties stock for Q3 2023, up 7.1% quarter-over-quarter.
  • 33 funds opened new InvenTrust Properties positions in Q3 2023 and 16 closed out, a net change of +17 holders.
  • The largest InvenTrust Properties buyer in Q3 2023 was Prudential Financial, an estimated $9.28M added.
  • The largest InvenTrust Properties seller in Q3 2023 was Goldman Sachs, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2023.