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InvenTrust Properties
IVT

Overview Fund Activity

271 hedge funds and large institutions have $1.1B invested in InvenTrust Properties in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+15
Holders Change %
+5.86%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
75
Reduced
92
Closed
30
Calls
$749K
Puts
$314K
Net Calls
+$435K
Net Calls Change
-$265K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$71.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.1M
3
Marshall Wace
Marshall Wace
United Kingdom
$8.26M
4
MCM
Makena Capital Management
California
$6.43M
5
BlackRock
BlackRock
New York
$170M

Top Sellers

1
VCM
V3 Capital Management
Texas
$0
2
Principal Financial Group
Principal Financial Group
Iowa
$57.9M
3
GCA
GSI Capital Advisors
California
$0
4
Northern Trust
Northern Trust
Illinois
$18.8M
5
Osaic Holdings
Osaic Holdings
Arizona
$5.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$7.37M -$1.49M -58,605 -17%
MCM
27
Makena Capital Management
California
$6.43M +$6.43M +253,650 New
Goldman Sachs
28
Goldman Sachs
New York
$6.31M -$1.15M -45,489 -15%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.43M -$703K -27,760 -11%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.14M -$2.2M -86,706 -30%
Invesco
31
Invesco
Georgia
$5.03M +$576K +22,716 +13%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$4.77M +$48.2K +1,904 +1%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$4.63M +$72.6K +2,866 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.98M +$193K +7,597 +5%
HCM
35
HGI Capital Management
New York
$3.96M -$1.06M -41,672 -21%
Asset Management One
36
Asset Management One
Japan
$3.82M +$1.12M +43,560 +42%
LPL Financial
37
LPL Financial
California
$3.48M +$145K +5,728 +4%
Swiss National Bank
38
Swiss National Bank
Switzerland
$3.37M -$388K -15,300 -10%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$2.99M -$9.4K -371 -0.3%
Barclays
40
Barclays
United Kingdom
$2.81M +$2.14M +84,649 +321%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.71M -$437K -17,647 -14%
Bank of America
42
Bank of America
North Carolina
$2.69M +$1.07M +42,096 +66%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$2.68M +$2.68M +105,578 New
State of New Jersey Common Pension Fund D
44
State of New Jersey Common Pension Fund D
New Jersey
$2.62M – – –
HighTower Advisors
45
HighTower Advisors
Illinois
$2.57M -$67.2K -2,659 -3%
UBS Group
46
UBS Group
Switzerland
$2.49M +$467K +18,410 +23%
CS
47
Credit Suisse
Switzerland
$2.36M -$50.4K -1,987 -2%
AllianceBernstein
48
AllianceBernstein
Tennessee
$2.17M -$1.72K -68 -0.1%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$2.09M +$2.09M +82,629 New
AWM
50
AE Wealth Management
Kansas
$2.05M -$891K -34,825 -30%
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