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InvenTrust Properties
IVT

Overview Fund Activity

256 hedge funds and large institutions have $954M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
4.08%
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
91
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$10.6M
2
SSA
2
Schonfeld Strategic Advisors
New York
$15.5M
3
ACM
3
Adelante Capital Management
California
$4.72M
4
HCM
4
HGI Capital Management
New York
$4.71M
5
GCA
5
GSI Capital Advisors
California
$3.15M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.81M
3
BlackRock
3
BlackRock
New York
$155M
4
Charles Schwab
4
Charles Schwab
California
$20.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$5.36M 225,278 +27,563 +14%
Morgan Stanley
27
Morgan Stanley
New York
$4.81M 202,001 -158,404 -44%
ACM
28
Adelante Capital Management
California
$4.72M 198,360 +198,360 New
HCM
29
HGI Capital Management
New York
$4.71M 197,781 +197,781 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$4.44M 186,341 +32,876 +21%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$4.28M 179,941 -80,725 -31%
Invesco
32
Invesco
Georgia
$4.18M 175,764 +7,979 +5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$3.56M 149,465 +8,501 +6%
Swiss National Bank
34
Swiss National Bank
Switzerland
$3.53M 148,400 +1,500 +1%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.15M 127,185 -6,051 -5%
GCA
36
GSI Capital Advisors
California
$3.15M 132,241 +132,241 New
LPL Financial
37
LPL Financial
California
$3.13M 131,507 +2,724 +2%
ECM
38
ExodusPoint Capital Management
New York
$3.08M 129,413 -48,713 -27%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.82M 118,431 +174 +0.1%
AWM
40
AE Wealth Management
Kansas
$2.74M 114,888 +721 +0.6%
First Trust Advisors
41
First Trust Advisors
Illinois
$2.54M 106,620 +3,931 +4%
Asset Management One
42
Asset Management One
Japan
$2.5M 104,852 -8,610 -8%
HighTower Advisors
43
HighTower Advisors
Illinois
$2.48M 104,210 +23,752 +30%
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$2.46M 103,239 -8,247 -7%
CS
45
Credit Suisse
Switzerland
$2.26M 95,033 -5,736 -6%
AllianceBernstein
46
AllianceBernstein
Tennessee
$2.04M 85,786 -34 -0%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
47
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2M 84,000 +84,000 New
UBS Group
48
UBS Group
Switzerland
$1.9M 79,884 +4,008 +5%
Nomura Asset Management
49
Nomura Asset Management
Japan
$1.79M 75,000 +2,800 +4%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$1.78M 74,686 -7,317 -9%
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