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InvenTrust Properties
IVT

303 hedge funds and large institutions have $1.48B invested in InvenTrust Properties in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 101 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $565K | Put options by funds: $241K

93% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 28

39% more capital invested

Capital invested by funds: $1.07B → $1.48B (+$415M)

25% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 81

9% more funds holding

Funds holding: 279 → 303 (+24)

4.57% more ownership

Funds ownership: 63.41% → 67.98% (+4.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
303
Holders Change
+24
Holders Change %
+8.6%
% of All Funds
4.35%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
101
Reduced
81
Closed
28
Calls
$565K
Puts
$241K
Net Calls
+$324K
Net Calls Change
-$1.59M

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
+$34.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$30M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$25.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.4M
5
Principal Financial Group
Principal Financial Group
Iowa
+$20.5M

Top Sellers

1
RIM
Rush Island Management
New York
-$14.1M
2
Morgan Stanley
Morgan Stanley
New York
-$12.9M
3
SSA
Schonfeld Strategic Advisors
New York
-$10.7M
4
CCM
Chilton Capital Management
Texas
-$4.45M
5
SC
Savant Capital
Illinois
-$4.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$13.1M +$10.4M +374,804 +426%
Ameriprise
27
Ameriprise
Minnesota
$11.5M +$8.09M +291,551 +260%
Legal & General Group
28
Legal & General Group
United Kingdom
$11.2M -$1.31M -47,107 -11%
MCM
29
Makena Capital Management
California
$9.52M -$206K -7,410 -2%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$9.08M +$8.88M +320,132 New
Allianz Asset Management
31
Allianz Asset Management
Germany
$8.53M +$272K +9,815 +3%
Goldman Sachs
32
Goldman Sachs
New York
$8.48M +$2.11M +76,111 +34%
CCM
33
Chilton Capital Management
Texas
$8.34M -$4.45M -160,489 -35%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$7.73M -$1.53M -55,289 -17%
Invesco
35
Invesco
Georgia
$6.9M -$76.5K -2,759 -1%
EAM
36
Eagle Asset Management
Florida
$6.71M +$2.78M +100,168 +86%
Renaissance Technologies
37
Renaissance Technologies
New York
$6.14M +$2.61M +94,100 +77%
TAM
38
Third Avenue Management
New York
$5.2M -$3.33K -120 -0.1%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$4.69M -$1.48M -53,245 -24%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$4.58M -$1.48M -53,333 -25%
Marshall Wace
41
Marshall Wace
United Kingdom
$4.56M +$2.37M +85,277 +113%
Asset Management One
42
Asset Management One
Japan
$4.4M +$173K +6,251 +4%
Swiss National Bank
43
Swiss National Bank
Switzerland
$4.22M +$436K +15,700 +12%
LPL Financial
44
LPL Financial
California
$4.22M -$596K -21,477 -13%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$4.11M +$2.1M +75,597 +109%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$3.93M +$2.79M +100,617 +265%
VLKIM
47
Van Lanschot Kempen Investment Management
Netherlands
$3.91M -$2.13M -76,604 -36%
SGM
48
Seven Grand Managers
New York
$3.57M +$3.5M +126,000 New
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$3.46M +$123K +4,437 +4%
GCA
50
GSI Capital Advisors
California
$3.36M +$3.28M +118,308 New
1
2
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IVT Hedge Fund Activity: Q3 2024 in Review

303 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q3 2024, worth a combined $1.48B — up 39% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IVT positions and 28 closed out — a net gain of 26 holders — while 101 added to existing stakes and 81 trimmed.

The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $34.6M. The largest seller was Rush Island Management, exiting entirely with an estimated $14.1M sold.

  • 303 institutional investors held InvenTrust Properties (IVT) as of Q3 2024, up from 279 in Q2 2024.
  • Funds reported $1.48B of InvenTrust Properties stock for Q3 2024, up 39% quarter-over-quarter.
  • 54 funds opened new InvenTrust Properties positions in Q3 2024 and 28 closed out, a net change of +26 holders.
  • The largest InvenTrust Properties buyer in Q3 2024 was Centersquare Investment Management, an estimated $34.6M added.
  • The largest InvenTrust Properties seller in Q3 2024 was Rush Island Management, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2024.