We are live on ! Find out more
IVT icon

InvenTrust Properties

290 hedge funds and large institutions have $1.09B invested in InvenTrust Properties in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 76 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

565% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $447K

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

6% more funds holding

Funds holding: 273290 (+17)

1% less capital invested

Capital invested by funds: $1.1B → $1.09B (-$8.05M)

1.68% less ownership

Funds ownership: 64.11%62.43% (-1.7%)

31% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 110

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
290
Holders Change
+17
Holders Change %
+6.23%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
76
Reduced
110
Closed
29
Calls
$2.97M
Puts
$447K
Net Calls
+$2.52M
Net Calls Change
+$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
26
Makena Capital Management
California
$6.86M +$329K +13,072 +5%
Invesco
27
Invesco
Georgia
$6.12M +$993K +39,444 +20%
Goldman Sachs
28
Goldman Sachs
New York
$6.09M -$303K -12,035 -5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.95M +$430K +17,091 +8%
GC
30
Guggenheim Capital
Illinois
$5.78M -$1.66M -65,902 -23%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$4.97M +$131K +5,193 +3%
N
32
Nuveen
North Carolina
$4.97M +$261K +10,381 +6%
TAM
33
Third Avenue Management
New York
$4.71M -$5.85M -232,379 -56%
Asset Management One
34
Asset Management One
Japan
$4.61M +$779K +30,927 +21%
LPL Financial
35
LPL Financial
California
$4.23M +$691K +27,425 +20%
Osaic Holdings
36
Osaic Holdings
Arizona
$4.05M -$1.15M -45,478 -22%
Norges Bank
37
Norges Bank
Norway
$3.95M +$3.87M +153,700 New
Marshall Wace
38
Marshall Wace
United Kingdom
$3.83M -$4.46M -177,169 -54%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$3.59M -$442K -17,533 -11%
Swiss National Bank
40
Swiss National Bank
Switzerland
$3.42M
Mariner
41
Mariner
Kansas
$3.33M +$2.82M +111,958 +633%
HCM
42
HGI Capital Management
New York
$3.19M -$804K -31,918 -20%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.09M +$55.2K +2,192 +2%
EAM
44
Eagle Asset Management
Florida
$2.91M +$2.94M +116,867 New
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$2.89M +$227K +9,004 +9%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$2.87M +$845K +33,553 +43%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.56M -$155K -6,141 -6%
UBS Group
48
UBS Group
Switzerland
$2.44M -$84K -3,336 -3%
HighTower Advisors
49
HighTower Advisors
Illinois
$2.42M -$181K -7,173 -7%
Man Group
50
Man Group
United Kingdom
$2.38M +$2.33M +92,682 New

IVT Hedge Fund Activity: Q1 2024 in Review

290 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q1 2024, worth a combined $1.09B — down 0.73% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IVT positions and 29 closed out — a net gain of 18 holders — while 76 added to existing stakes and 110 trimmed.

The largest buyer was Van Lanschot Kempen Investment Management, opening a new position worth an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $40.5M.

  • 290 institutional investors held InvenTrust Properties (IVT) as of Q1 2024, up from 273 in Q4 2023.
  • Funds reported $1.09B of InvenTrust Properties stock for Q1 2024, down 0.73% quarter-over-quarter.
  • 47 funds opened new InvenTrust Properties positions in Q1 2024 and 29 closed out, a net change of +18 holders.
  • The largest InvenTrust Properties buyer in Q1 2024 was Van Lanschot Kempen Investment Management, an estimated $11.7M added.
  • The largest InvenTrust Properties seller in Q1 2024 was Morgan Stanley, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2024.