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InvenTrust Properties
IVT

307 hedge funds and large institutions have $2.43B invested in InvenTrust Properties in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 121 increasing their positions, 83 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $359K | Put options by funds: $163K

64% more capital invested

Capital invested by funds: $1.48B → $2.43B (+$951M)

46% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 83

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

2.09% more ownership

Funds ownership: 67.98% → 70.07% (+2.1%)

1% more funds holding

Funds holding: 303 → 307 (+4)

Holders
307
Holders Change
+4
Holders Change %
+1.32%
% of All Funds
4.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
50
Increased
121
Reduced
83
Closed
40
Calls
$359K
Puts
$163K
Net Calls
+$196K
Net Calls Change
-$128K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$25.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.4M
3
BlackRock
BlackRock
New York
+$20.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
5
N
Nuveen
North Carolina
+$9.49M

Top Sellers

1
GCM
Ghisallo Capital Management
Massachusetts
-$12M
2
CIM
Centersquare Investment Management
Pennsylvania
-$11.1M
3
UBS AM
UBS AM
Illinois
-$10.7M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$9.08M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$8.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
51
Bank of America
North Carolina
$3.37M +$557K +18,505 +20%
UBS AM
52
UBS AM
Illinois
$3.25M -$10.7M -354,941 -77%
Osaic Holdings
53
Osaic Holdings
Arizona
$3.24M -$295K -9,812 -8%
Citigroup
54
Citigroup
New York
$3.22M +$1.31M +43,466 +69%
UBS Group
55
UBS Group
Switzerland
$3.14M +$1.55M +51,368 +97%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$3.13M +$1.75M +58,122 +127%
Teacher Retirement System of Texas
57
Teacher Retirement System of Texas
Texas
$3.1M +$1.59M +52,983 +106%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$3.07M +$408K +13,570 +15%
Nomura Asset Management
59
Nomura Asset Management
Japan
$3.06M +$211K +7,020 +7%
GCM
60
Ghisallo Capital Management
Massachusetts
$3.01M -$12M -400,000 -80%
AllianceBernstein
61
AllianceBernstein
Tennessee
$2.78M +$350K +11,631 +14%
Deutsche Bank
62
Deutsche Bank
Germany
$2.76M +$692K +22,999 +33%
VC
63
Vision Capital
Ontario, Canada
$2.7M +$2.69M +89,543 New
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$2.56M +$104K +3,451 +4%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$2.55M -$172K -5,706 -6%
MAM
66
Martingale Asset Management
Massachusetts
$2.53M -$809K -26,897 -24%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$2.45M -$239K -7,949 -9%
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.44M +$2.21M +73,337 +958%
AG
69
Algert Global
California
$2.18M +$207K +6,877 +10%
Wells Fargo
70
Wells Fargo
California
$2.18M +$427K +14,178 +24%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$2.17M +$238K +7,908 +12%
Two Sigma Investments
72
Two Sigma Investments
New York
$2.17M +$1.25M +41,398 +135%
State of New Jersey Common Pension Fund D
73
State of New Jersey Common Pension Fund D
New Jersey
$2.05M -$27.7K -920 -1%
Macquarie Group
74
Macquarie Group
Australia
$1.89M +$750K +24,929 +66%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$1.58M +$107K +3,572 +7%
1 2
3
4 5

IVT Hedge Fund Activity: Q4 2024 in Review

307 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in InvenTrust Properties (IVT) for Q4 2024, worth a combined $2.43B — up 64% from $1.48B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IVT positions and 40 closed out — a net gain of 10 holders — while 121 added to existing stakes and 83 trimmed.

The largest buyer was Millennium Management, adding an estimated $25.3M. The largest seller was Ghisallo Capital Management, cutting an estimated $12M.

  • 307 institutional investors held InvenTrust Properties (IVT) as of Q4 2024, up from 303 in Q3 2024.
  • Funds reported $2.43B of InvenTrust Properties stock for Q4 2024, up 64% quarter-over-quarter.
  • 50 funds opened new InvenTrust Properties positions in Q4 2024 and 40 closed out, a net change of +10 holders.
  • The largest InvenTrust Properties buyer in Q4 2024 was Millennium Management, an estimated $25.3M added.
  • The largest InvenTrust Properties seller in Q4 2024 was Ghisallo Capital Management, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.