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InvenTrust Properties
IVT

Overview Fund Activity

211 hedge funds and large institutions have $896M invested in InvenTrust Properties in 2022 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 58 increasing their positions, 48 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+13
Holders Change %
+6.57%
% of All Funds
3.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
66
Increased
58
Reduced
48
Closed
50
Calls
$544K
Puts
$622K
Net Calls
-$78K
Net Calls Change
-$33K

Top Buyers

1
WCP
1
Waterfront Capital Partners
New York
$29.7M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$157M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$26.7M
4
LPC
4
Long Pond Capital
New York
$23.9M
5
Millennium Management
5
Millennium Management
New York
$48.2M

Top Sellers

1
RGREA
1
Ranger Global Real Estate Advisors
Colorado
$0
2
RIM
2
Rush Island Management
New York
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$12.5M
4
B
4
Bridgeworth
Alabama
$331K
5
CC
5
Conversant Capital
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
51
Beacon Pointe Advisors
California
$1.51M +$608K +19,745 +68%
CBFP
52
Cedar Brook Financial Partners
Ohio
$1.44M -$105K -3,422 -7%
CS
53
Credit Suisse
Switzerland
$1.42M +$75.8K +2,462 +6%
AWE
54
Avidian Wealth Enterprises
Texas
$1.4M +$86.2K +2,801 +7%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$1.31M +$101K +3,285 +8%
LP
56
LMR Partners
United Kingdom
$1.31M +$1.31M +42,536 New
Amundi
57
Amundi
France
$1.3M +$53.9K +1,796 +4%
CSS
58
Cubist Systematic Strategies
Connecticut
$1.26M +$1.26M +40,796 New
UBS Group
59
UBS Group
Switzerland
$1.24M +$387K +12,588 +45%
Bank of America
60
Bank of America
North Carolina
$1.19M +$1.11M +36,190 +1,401%
LNC
61
Lincoln National Corp
Pennsylvania
$1.12M -$243K -7,895 -18%
AF
62
Advisornet Financial
Minnesota
$1.12M -$36.3K -1,178 -3%
AWS
63
Atria Wealth Solutions
New York
$1.07M +$1.07M +34,396 New
Creative Planning
64
Creative Planning
Kansas
$991K +$181K +5,869 +22%
SPC
65
Sigma Planning Corp
Michigan
$944K +$944K +30,655 New
CGIM
66
Cannon Global Investment Management
Florida
$877K +$877K +28,500 New
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$876K +$876K +28,450 New
LCM
68
Landscape Capital Management
New Jersey
$851K +$851K +27,633 New
MIM
69
Moseley Investment Management
Florida
$747K – – –
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$743K +$48.6K +1,578 +7%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$716K -$130K -4,209 -15%
FFN
72
Focus Financial Network
Minnesota
$705K -$869K -28,038 -55%
PFS
73
Prospera Financial Services
Texas
$700K +$128K +4,165 +22%
Morgan Stanley
74
Morgan Stanley
New York
$677K -$6.18M -200,864 -90%
SWP
75
Stratos Wealth Partners
Ohio
$675K +$675K +21,929 New
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