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InvenTrust Properties
IVT

Overview Fund Activity

256 hedge funds and large institutions have $954M invested in InvenTrust Properties in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 75 reducing their positions, and 16 closing their positions.

Holders
256
Holders Change
+15
Holders Change %
+6.22%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
91
Reduced
75
Closed
16
Calls
$719K
Puts
$19K
Net Calls
+$700K
Net Calls Change
+$151K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$10.6M
2
SSA
2
Schonfeld Strategic Advisors
New York
$15.5M
3
ACM
3
Adelante Capital Management
California
$4.72M
4
HCM
4
HGI Capital Management
New York
$4.71M
5
GCA
5
GSI Capital Advisors
California
$3.15M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$7.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.81M
3
BlackRock
3
BlackRock
New York
$155M
4
Charles Schwab
4
Charles Schwab
California
$20.4M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$4.28M
Name Market Value Shares Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$1.73M 72,515 -5,998 -8%
LCM
52
LDR Capital Management
New York
$1.72M 72,301 – –
AG
53
Algert Global
California
$1.66M 69,594 -16,250 -19%
OCBCO
54
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.56M 65,525 +65,525 New
Bank of America
55
Bank of America
North Carolina
$1.53M 64,122 +16,741 +35%
AWA
56
Arete Wealth Advisors
Illinois
$1.51M 63,451 +42,141 +198%
AC
57
Allstate Corporation
Illinois
$1.48M 62,289 +62,289 New
PCIA
58
Prime Capital Investment Advisors
Kansas
$1.43M 60,127 -1,019 -2%
ERSOT
59
Employees Retirement System of Texas
Texas
$1.43M 60,000 – –
CAN
60
Cetera Advisor Networks
California
$1.38M 57,826 -9,297 -14%
SEI Investments
61
SEI Investments
Pennsylvania
$1.3M 54,574 +9,596 +21%
Amundi
62
Amundi
France
$1.28M 50,178 – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.27M 53,431 -33,742 -39%
Truist Financial
64
Truist Financial
North Carolina
$1.27M 53,288 -981 -2%
BPA
65
Beacon Pointe Advisors
California
$1.23M 51,597 +2,925 +6%
MWM
66
Moran Wealth Management
Florida
$1.21M 50,770 +50,770 New
BFM
67
Boothbay Fund Management
New York
$1.2M 50,399 +50,399 New
Citigroup
68
Citigroup
New York
$1.19M 50,069 -6,454 -11%
Wells Fargo
69
Wells Fargo
California
$1.15M 48,499 -18,485 -28%
Citadel Advisors
70
Citadel Advisors
Florida
$1.11M 46,825 +37,198 +386%
DLG
71
Daniel L. Goodwin
$1.09M 45,968 – –
Deutsche Bank
72
Deutsche Bank
Germany
$1.08M 45,290 -13,943 -24%
AWS
73
Atria Wealth Solutions
New York
$1.05M 43,798 +10,370 +31%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$1.04M 43,782 -36,927 -46%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$1.04M 43,708 +13 +0%
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