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InvenTrust Properties
IVT

Overview Fund Activity

198 hedge funds and large institutions have $678M invested in InvenTrust Properties in 2021 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+188
Holders Change %
+1,880%
% 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
191
Increased
3
Reduced
3
Closed
3
Calls
$318K
Puts
$363K
Net Calls
-$45K
Net Calls Change
-$45K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$151M
2
Principal Financial Group
Principal Financial Group
Iowa
$115M
3
BlackRock
BlackRock
New York
$64.2M
4
State Street
State Street
Massachusetts
$29.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$26.9M

Top Sellers

1
FFN
Focus Financial Network
Minnesota
$1.4M
2
ATPW
Ashton Thomas Private Wealth
Arizona
$0
3
BC
Bartlett & Co
Ohio
$0
4
BCWM
Bartlett & Co Wealth Management
Ohio
$0
5
HFS
HBC Financial Services
Washington
$3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
51
Invesco
Georgia
$936K +$936K +34,342 New
REMS
52
Real Estate Management Services
$840K +$840K +30,800 New
Man Group
53
Man Group
United Kingdom
$825K +$825K +30,251 New
BPA
54
Beacon Pointe Advisors
California
$795K +$795K +29,180 New
UBS Group
55
UBS Group
Switzerland
$755K +$755K +27,670 New
Nisa Investment Advisors
56
Nisa Investment Advisors
Missouri
$740K +$740K +27,475 New
Creative Planning
57
Creative Planning
Kansas
$718K +$718K +26,330 New
MIM
58
Moseley Investment Management
Florida
$662K +$662K +24,280 New
RWM
59
RBA Wealth Management
California
$657K +$657K +24,119 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$615K +$615K +22,545 New
IA
61
IndexIQ Advisors
New York
$608K +$608K +22,305 New
BCI
62
Brinker Capital Investments
Pennsylvania
$553K +$553K +20,291 New
HIS
63
Harvest Investment Services
Illinois
$534K +$534K +19,609 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$528K +$528K +19,370 New
CWM
65
CarsonAllaria Wealth Management
Illinois
$511K +$511K +18,762 New
PFS
66
Prospera Financial Services
Texas
$507K +$507K +18,583 New
RJA
67
Raymond James & Associates
Florida
$504K +$504K +18,475 New
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$501K +$501K +18,373 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$493K +$493K +18,099 New
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$478K +$478K +17,089 New
WP
71
WealthPLAN Partners
Nebraska
$473K +$473K +17,541 New
HI
72
Harbour Investments
Wisconsin
$455K +$455K +16,693 New
Deutsche Bank
73
Deutsche Bank
Germany
$447K +$447K +16,391 New
CA
74
Crewe Advisors
Utah
$445K +$445K +16,306 New
Aberdeen Group
75
Aberdeen Group
United Kingdom
$416K +$416K +15,246 New
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