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InvenTrust Properties
IVT

199 hedge funds and large institutions have $679M invested in InvenTrust Properties in 2021 Q4 according to their latest regulatory filings, with 199 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

34.93% more ownership

Funds ownership: 0% → 34.93% (+35%)

12% less call options, than puts

Call options by funds: $318K | Put options by funds: $363K

Holders
199
Holders Change
+199
Holders Change %
–
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
199
Increased
–
Reduced
–
Closed
–
Calls
$318K
Puts
$363K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$139M
2
Principal Financial Group
Principal Financial Group
Iowa
+$106M
3
BlackRock
BlackRock
New York
+$59.5M
4
State Street
State Street
Massachusetts
+$27.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$24.9M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$936K +$867K +34,342 New
REMS
52
Real Estate Management Services
$840K +$777K +30,800 New
Man Group
53
Man Group
United Kingdom
$825K +$764K +30,251 New
BPA
54
Beacon Pointe Advisors
California
$795K +$737K +29,180 New
UBS Group
55
UBS Group
Switzerland
$755K +$698K +27,670 New
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$740K +$694K +27,475 New
Creative Planning
57
Creative Planning
Kansas
$718K +$665K +26,330 New
MIM
58
Moseley Investment Management
Florida
$662K +$613K +24,280 New
RWM
59
RBA Wealth Management
California
$657K +$609K +24,119 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$615K +$569K +22,545 New
IA
61
IndexIQ Advisors
New York
$608K +$563K +22,305 New
BCI
62
Brinker Capital Investments
Pennsylvania
$553K +$512K +20,291 New
HIS
63
Harvest Investment Services
Illinois
$534K +$495K +19,609 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$528K +$489K +19,370 New
CWM
65
CarsonAllaria Wealth Management
Illinois
$511K +$474K +18,762 New
PFS
66
Prospera Financial Services
Texas
$507K +$469K +18,583 New
RJA
67
Raymond James & Associates
Florida
$504K +$466K +18,475 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$501K +$464K +18,373 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$493K +$457K +18,099 New
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$478K +$431K +17,089 New
WP
71
WealthPLAN Partners
Nebraska
$473K +$443K +17,541 New
HI
72
Harbour Investments
Wisconsin
$455K +$421K +16,693 New
Deutsche Bank
73
Deutsche Bank
Germany
$447K +$414K +16,391 New
CA
74
Crewe Advisors
Utah
$445K +$412K +16,306 New
Aberdeen Group
75
Aberdeen Group
United Kingdom
$416K +$385K +15,246 New
1 2
3
4 5

IVT Hedge Fund Activity: Q4 2021 in Review

199 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2021, worth a combined $679M.

Buyers outnumbered sellers: 199 funds opened new IVT positions and 0 closed out — a net gain of 199 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $139M.

  • 199 institutional investors held InvenTrust Properties (IVT) as of Q4 2021, up from 0 in Q3 2021.
  • Funds reported $679M of InvenTrust Properties stock for Q4 2021.
  • 199 funds opened new InvenTrust Properties positions in Q4 2021 and 0 closed out, a net change of +199 holders.
  • The largest InvenTrust Properties buyer in Q4 2021 was Vanguard Group, an estimated $139M added.

Based on aggregated 13F filings for Q4 2021.